Process Specialist

Job Description

Responsibilities: Prioritize and process daily work to meet customer service goals. Communicate in writing with customers regarding complex record keeping issues, special timing requests, and routine employee data. Implement problem solving techniques to ensure efficient processing on all contracts. Follow internal procedures to properly document work on contracts. Inform Client Service Associate/Consultant of customer concerns or potential problems. Validate accuracy of plan and contract records as needed. Maintain a comprehensive knowledge of our record keeping system. Develop a working knowledge of plans, contract, and Pension documents and the concepts of Total Retirement Suite. Perform other job-related duties and special projects as required. Promote team development through shared knowledge and information with team members in working to resolve unusual or tricky situations. Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements. Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG. Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process. Compliance to PGS policies and Flexibility as per business need Qualifications: Bachelor’s/ Master’s in finance stream is preferred. Additional Information: Minimum of 2-4 years’ experience in US retirement & pensions. Experience in 401K is added advantage Good comprehension, written and verbal communication skills Strong Analytical skills Ability to work in night shift only Proficient in MS office with Advanced Excel skills