Customer Service Associate

 About The Role  

Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years

What would you do? Life Event Services (LES) team??s objective is to process work related to survivor and help all such items associated with the transfer of pension assets from a decedent to their beneficiaries. The function involves significant research to identify beneficiaries, their entitlements and evaluating the surviving beneficiary rights.Skillset:Graduate (mandatory), preferably from commerce backgroundExperience in the US retirement industry.Flexible to work in US Shifts (Across time zones based on business requirement) is a must.Good verbal & written communication skills in EnglishGood typing skill and attention to detail.Good working knowledge of MS ExcelGood time management skillsAbility to work independently

What are we looking for? 2+ Years PreferredUS Retirement Services domain ?? Working knowledge in 401k, 403b, Bene / Death processing Good Attention to detail with research and timely resolution ability.Ability to work in complex & challenging situations.Excellent written & communication skills ASPPA Certified (Preferred)

Roles and Responsibilities: Key Responsibilities and Duties?¢Perform all Beneficiary Relationship functions in accordance to the SOP.?¢Reviewing information provided about the notification of death for the participant?¢Validation of death through third party vendors?¢Research accounts values and contracts for the participant?¢Research /validate beneficiary designations including entitlements?¢Request and send appropriate forms/letter to beneficiaries?¢Follow-up mailings and documentation in compliance with regulatory requirements?¢Validate death certificates ?¢Manage assigned cases through settlement or escheatment ?¢Adhere to the Service levels & meet the desired numbers monthly.
 Qualification Any Graduation