198 Retirement Planning Jobs - Page 6

Role & responsibilities Benefits & Statutory Compliance 1. Administers Group Life Insurance and Group Personal Accident benefits, including: 2. Enrollment of new hires o Cancellation of inactive employees o Claims processing 3. Coordination with both the provider and the employee or dependent Attendance & Timekeeping - Serves as the primary point of contact for attendance and timekeeping processes and concerns, including handling manual adjustments from previous payroll cycles. Employee Lifecycle & Documentation - 1. Prepares Certificates of Employment upon employee request in a timely and accurate manner. 2. Responds to employee inquiries related to HR services, benefits, and employment doc...

Our story Strada is a technology-enabled, people powered company committed to delivering world-class payroll, human capital management, and financial management solutions to organizations globally. With a team of more than 8,000 experts and over 30 years of expertise, Strada blends leading-edge technology with human ingenuity to help businesses across the globe design and deliver at scale. Supporting over 1,400 customers in 33 countries, Strada partners with customers at every stage of their journey, to help drive their vision forward. Its why were so driven to connect passion with purpose. Our teams experience in human insights and cloud technology gives companies and employees around the w...

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: Omnichannel - Service Desk Voice Support Designation: Customer Contact Comms 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 Provide high quality Tier 1 Customer Support service to Custo...

About the Role: Grade Level (for internal use): 09 The Role: Sr Specialist, Consulting. The Team WSO Compliance provides reporting solutions for fund managers to efficiently monitor CLO performance per the covenants provided in the deal terms. Each Compliance module is built to the specific reporting needs of the individual structure, as defined by the Indenture or other governing documents. Business Analysts provide analysis and development of the structure while working with the client to accurately model each report. The Compliance team offers maintenance and support of each model and assists the client with training, trustee reconciliations and custom report development. The Impact Candi...

About the Role: Grade Level (for internal use): 09 Position summary The Consultant, Implementation Consulting role is part of a team based in India working with clients globally on implementation activities, generally remotely; however, at times team members are required to travel (within the region or internationally) to client offices to assist with the implementation activities.The team is coached and led by a senior Managing Consultants and Lead Consultants, and are trained in using SQL Server, the S&P EDM application, and in the informational needs of modern financial institutions.The role is dynamic and provides a fantastic opportunity to build a solid career solving the data managemen...

About the Role: Grade Level (for internal use): 08 The Team WSO Compliance provides reporting solutions for fund managers to efficiently monitor CLO performance per the covenants provided in the deal terms. Each Compliance module is built to the specific reporting needs of the individual structure, as defined by the Indenture or other governing documents. Business Analysts provide analysis and development of the structure while working with the client to accurately model each report. The Compliance team offers maintenance and support of each model and assists the client with training, trustee reconciliations and custom report development. The Impact Candidate will develop and maintain financ...

Skill required: Voice - Customer Service Designation: Customer Contact Comms 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 Job Responsibilities / AuthoritiesReceive inbound Calls/Emails/Chats and ensu...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service 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 8+ years of experience in US Retirement Services domain Defined Co...

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Manages employee benefits programs, including health insurance, retirement plans, and leave policies. Ensures compliance with regulatory requirements, assists employees with benefits-related queries, and collaborates with HR teams to optimize benefits offerings. Experience with HRMS platforms and benefits administration processes is required.

Role Purpose The purpose of this role to deliver great customer service/experience by effectively acknowledging, tracking, and prioritizing all client cases as per the regulatory guidelines, and ensuring resolution as per the defined SLAs, by allocating the same to the relevant support team. Do Ensure operational excellence through contract and regulatory compliance, effective case acknowledgment, tracking, prioritization, system updation, and reporting Acknowledge client cases as per the SLAs defined in the contract Access client tool and log all incoming client cases accurately on the internal tool as per contract Accurately document all pertinent case information such as case number, case...

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessfu...

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...