US Retirement Process-Assistant Manager-Immediate Openings

Sagility India

5 - 10 years

5 - 7 Lacs

Bengaluru

Posted:5 days ago| Platform:

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Skills Required

Wealth Management Us Retirement 401K Retirement Planning Team Handling Customer Service Retirement Benefits Team Leading People Management Skills US Healthcare Retirement

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 for effective customer service
Ability to work independently with minimal supervision while maintaining high accuracy standards.

Education : Bachelors degree in commerce, Finance, or a related field.

Experience : Min 5+years in US retirement planning planning sector & Team handling.

US Shift&5days working in a week.

Interested Candidates can share your resume to - anitha.c@sagilityhealth.com

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