Job
Description
Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years What would you do? Responsible in handling monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Quality Review of high dollar Money In- Retirement Services Transactions Manage and lead a team of operations professionals, including assigning work, monitoring progress, providing feedback, and coaching, and evaluating performance Develop and implement operational strategies that optimize efficiency, productivity, and customer satisfaction Ensure compliance with organizational policies, procedures, and standards for quality and performance Identify and analyze operational issues and develop solutions to improve processes and procedures Develop and implement training programs to improve the skills and knowledge of team members Foster a culture of continuoRetirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCustomer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships. What are we looking for? Bachelor s degree in business administration, operations management, or a related field 6+ years of experience in Retirement Services, with a proven track record of successfully managing and leading teams Strong leadership skills, with the ability to motivate and inspire team members Excellent communication skills, both written and verbal, with the ability to effectively present complex information to a range of audiences Strong analytical and problem-solving skills, with the ability to identify and resolve operational issues Knowledge of operational best practices, including quality control, performance management, and process improvement Proficient in the use of relevant software, including Microsoft Office, project management tools, and other relevant applications Strong organizational skills, with the ability to manage multiple projects and priorities simultaneously Ability to work independently and as part of a team, with a strong commitment to collaboration and teamwork 6+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services. 3+ years of experience in Money In processes such as Contributions processing, loan repayments, Indicative data files and manual adjustments, Rollovers contribution, Suspense & Adjustments/Corrections. Quality Review for high dollar value transactions. ASPPA Certification (Preferred). Roles and Responsibilities: Responsible in handling monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. Quality Review of high dollar Money In- Retirement Services Transactions Manage and lead a team of operations professionals, including assigning work, monitoring progress, providing feedback, and coaching, and evaluating performance Develop and implement operational strategies that optimize efficiency, productivity, and customer satisfaction Ensure compliance with organizational policies, procedures, and standards for quality and performance Identify and analyze operational issues and develop solutions to improve processes and procedures Develop and implement training programs to improve the skills and knowledge of team members Foster a culture of continuous improvement and innovation within the operations team Prepare reports and presentations on operational performance Qualification Any Graduation