Customer Service Senior Analyst

5 - 8 years

3 - 7 Lacs

Posted:3 days ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description


 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 - Managing participant level services
  • 4+ years experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child support
  • Hands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rules
  • Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, developing action plans to improve quality performance
  • ASPPA Certified (Preferred)NANA

    What are we looking for?
    NA
  • Bachelor's degree
  • Experience in the US retirement industry mandatory
  • Experience in Leading & Managing teams
  • Open 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

    Roles and Responsibilities:

  • Roles & Responsibilities:
  • 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
  • Excellent organizational skills with ability identify and prioritize high value transactions.
  • Completing assigned responsibilities and projects within timelines apart from managing daily BAU.
  • Creating and updating procedure documents while ensure that the standards are followed
     Qualification Any Graduation
  • Mock Interview

    Practice Video Interview with JobPe AI

    Start Job-Specific Interview
    cta

    Start Your Job Search Today

    Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

    Job Application AI Bot

    Job Application AI Bot

    Apply to 20+ Portals in one click

    Download Now

    Download the Mobile App

    Instantly access job listings, apply easily, and track applications.

    coding practice

    Enhance Your Skills

    Practice coding challenges to boost your skills

    Start Practicing Now
    Accenture logo
    Accenture

    Professional Services

    Dublin

    RecommendedJobs for You