Customer Service Senior Analyst

 About The Role  

Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Senior Analyst

Qualifications:Any Graduation

Years of Experience:5 to 8 years

What would you do? 7+ years of experience in US Retirement Services domain Defined Contributions - Institutional Services4+ 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 Customers 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 timelinesASPPA Certified (Preferred)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 expertiseStrong leadership skills, with the ability to motivate and inspire team membersStrict 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 SLAsIdentify potential areas that require additional controls

What are we looking for? NANA

Roles and Responsibilities: Any GraduateExperience in the US retirement industry mandatoryOpen to working in core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skill and attention to detail.Good time management skillsAbility work independently or with minimal supervision
 Qualification Any Graduation