285 Retirement Planning Jobs - Page 10

Roles and Responsibilities Manage retirement processes for clients, ensuring compliance with regulatory requirements. Provide exceptional customer service to clients. Assist in processing client requests related to retirement accounts, including rollovers, transfers, and distributions. Collaborate with internal teams to resolve issues and improve process efficiency. Maintain accurate records of client interactions and transactions. Must have Team handling and people management experience. Desired Candidate Profile 5-10 years of experience in US Retirement Processing or Wealth Management industry. Strong understanding of US Healthcare & Retirement regulations. Excellent communication skills f...

Skill required:Insurance - Insurance Claims Designation:Management Level - Senior Analyst Job Location:Bengaluru Qualifications:Any Graduation Years of Experience:5 to 8 years What would you do You will be aligned to our Financial Services, banking, Insurance, and Capital Market vertical which is focused on helping clients with their tax preparations, insurance coverage, and investment portfolios. The Insurance team helps clients and organizations transform their insurance operations into a digital, cost-efficient, agile operating model that helps drive sustainable growth and redefine customer experience. This team provides expertise in the areas of employee benefits, life and annuity, prope...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Processing monetary and non-monetary transactions for assigned clien...

Skill required: Retirement Solutions - Retirement Planning Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Flawless configuration of plan setup and plan maintenance ...

Skill required: Network Operations - Retirement Planning Services Designation: Quality Engineering Associate Qualifications: Any Graduation Years of Experience: 1 - 3 Years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience whil...

Skill required: Retirement Solutions - Retirement Planning Services Designation: Service Delivery Ops Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience ...

Wise Investments is looking for E-Financial Planner to join our dynamic team and embark on a rewarding career journey Manage and oversee financial activities and projects. Develop and implement financial strategies and plans. Monitor and report on financial performance metrics. Collaborate with cross-functional teams to achieve financial goals. Provide training and support to financial staff.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

Role & responsibilities To process transactions in line with the defined process on simple/medium/high complex tasks and achieve operational goals and standards as defined by the organisation. Complete the action required on the demand within the required TAT ensuring the required level of accuracy & compliance requirements

About the Role: Grade Level (for internal use): 07 The Operations Analysts duties include: Configure PEVals to meet the specific requirements of new clients, ensuring timely delivery of configured systems according to the onboarding schedule. Provide comprehensive training to clients on system usage. Address user inquiries and provide timely updates on system releases. Conduct demonstrations for users and gather feedback on system functionality to relay to the development team for continuous improvement. Review and Approve Tranches, update deliverables and financial data in PE Workbench Test the PEVals and PE Workbench system against specified requirements to verify functionality. Identify a...

About the Role: Grade Level (for internal use): 07 The Team Contributor Account Management Team will enable you to become a successful professional and gain valuable global exposure by working closely with our internal stakeholders, research contributors, commercial teams, and our clients. We are a group of over 30 members with a global presence in India, the Philippines, Japan, the U.K. and the U.S. The Impact We are the primary support channel for our research contributors when issues or queries arise with their content distribution, processing, tagging and readership. Additionally, we are responsible to effectively ensure our clients are properly entitled to the correct access set up on o...

About the Role: OSTTRA India The Role: Professional Services Analysis The Team The OSTTRA Technology teamis composed of Capital Markets Technology professionals, who build,supportand protect the applications that operate our network. The technology landscapeincludeshigh-performance, high-volume applications as well as compute intensive applications,leveragingcontemporary microservices, cloud-based architectures The Impact: Together, we build, support, protect and manage high-performance, resilient platforms that process more than 100 million messages a day. Our services are vital to automated trade processing around the globe, managing peak volumes and working with our customers and regulato...

Role: Process Specialist Exp: Min 2+ years into 401K-US Retirement Salary: Max 6.5 LPA Must have experience: Defined Contribution/Defined Benefit Location: Bangalore Immediate joiner to 30 Days

Greetings, We are looking for 401K Analysts Experience are eligible and preferred. Minimum qualification - (Graduates and Postgraduates eligible) Work from Office JOB DESCRIPTION Data Leads 2-5 years of experience in 401k US Retirement, financial services Industry Good knowledge of excel with good proficiency in excel formulae. Analytical skills Excellent English communication skills Willing to work in night shifts. Ability to create macros will be added advantage but not mandatory. Warm Regards, Prajit Grover HR TEAM KVC CONSULTANTS LTD.

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Responsible in handling monetary and non-monetary transactions ...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Responsible in handling monetary and non-monetary transactions ...

Job Title: Pensions Administrator Trainee Associate Company: WTW Global Delivery and Solutions India Pvt. Ltd. Location: Mumbai – Vikhroli / Thane Experience: 0 – 3 Years Education: Graduate Employment Type: Full Time, Permanent Job Summary: At WTW, we believe in cultivating talent through innovative and human-centric approaches. As a Trainee Pensions Administrator , you’ll be part of a high-performing team that delivers exceptional services to our global clients. This entry-level role provides the opportunity to build a solid foundation in pensions administration while growing within a professional environment that values accuracy, accountability, and client focus. Key Responsibilities: KPI...

Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : Retirement Planning Services Minimum 5 +year(s) of experience is required Educational Qualification : 15 years full time education Summary: As an Application Developer, you will design, build, and configure applications to meet business process and application requirements. You will be responsible for ensuring that the applications are developed according to specifications and delivered on time. Your typical day will involve collaborating with the team, making team decisions, and engaging with multiple teams to cont...

Role & responsibilities : -Act as SME and as well as the point of contact for issue resolution on floor for participants. -Maintain positive and proactive communications in delivery of assigned benefit plan for employees. -Ensure compliance to all federal and state laws, and client specific requirements. -Assist with routine and periodic benefit plan audits. -Research and recommend plan changes as needed. -Resolve queries using Root Cause Analysis / Quick Solver techniques Participates in identifying and implementing process improvement opportunities. -Understand all aspects of assigned Defined Benefit in manual calculations in order to effectively provide customer service -Excellent communi...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

Skill required: Retirement Solutions - Account Management Designation: Service Delivery Ops Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do "The Client Services Manager I (CSM I) is responsible for en...

Job Description: Financial Planner ( Female Candidates Only) Position Title: Financial Planner Department : Financial Planning & Advisory Location: Navi Mumbai (Kharghar) Employment Type: Full-Time Reporting To: Head - Financial Planning / Director About Us We are a women-driven, women-owned financial planning and investment management company committed to empowering individuals, especially women, to achieve financial independence and long-term prosperity. We offer ethical, research-driven, and tailored financial solutions to HNI, individual, and corporate clients. Website: www.vfinancialservices.com Position Overview As a Financial Planner, you will be responsible for developing comprehensi...

Summary: Responsible for providing actuarial support across Life, Health, and Retirement domains, including product development, pricing, valuation, financial reporting, and risk management. Key Responsibilities: Support actuarial functions: pricing, projection, valuation, illustrations, and reinsurance. Conduct data migration, validation, testing, and documentation. Assist in model conversion, regulatory modeling, and system improvements. Enhance valuation efficiency and reporting processes. Automate tools and reports; analyze data for business insights. Simplify complex actuarial data for cross-functional teams. Manage multiple projects with a focus on quality and timeliness. Qualification...

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services a...