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? ?¢3+ years of experience in US Retirement Services domain ?? Defined Contributions - Institutional Services?¢2+ years of mandatory experience in Plan Document Unit with proven ability on the below:oReceive request for document update and submit to Supplier.oPerform in good order/not in good order review and communicate gaps in inputs back to client or relationship team (if any).oPerform due diligence on request and resolve contractual variances (if any).oDraft new / updated plan document (for clients on Customer??s plan document). If external, document provisions in system (e.g., Plan Document Review).oPerform quality control review of plan document against incoming requirement.?¢Excellent communication skills, ability to lead multi-party meetings in the stipulated timelines?¢ASPPA Certified (Preferred)

What are we looking for? ?¢Any Graduate?¢Experience in the US retirement industry mandatory?¢Experience in Leading & Managing teams ?¢Open to working in core Night shifts based on business requirements?¢Good verbal & written communication skills?¢Good typing skill and attention to detail.?¢Good time management skills?¢Ability work independently or with minimal supervision

Roles and Responsibilities: ?¢Obtain sign off from client on updated document.?¢Submit request to implementation/setup team to align Customer systems to update provisions (if needed).?¢Submit any identified variances to relationship team (contractual or operational) or plan management services system for resolution.?¢Validate cleared contractual variances and system updates and return for completion as needed or close out task if complete.?¢Complete quality control review.?¢Coaching and mentoring others to draw out their skills and expertise?¢Strong leadership skills, with the ability to motivate and inspire team members?¢Strict adherence to non-disclosure of client information by preserving client confidentiality.?¢Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.?¢Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.?¢Taking active participation in process improvements and automation.?¢Ensure Quality Control standards that have been set are adhered to.?¢Adherence to client SLAs?¢Identify potential areas that require additional controls
 Qualification Any Graduation