Client Service Specialist

Principal Global Services; Pune District; On-site; INR 350,000 - 500,000; Full time

Job summary

Principal Global Services is seeking a detail-oriented back-office professional to process pension application forms and maintain retirement plan records. You will handle daily tasks, communicate complex record-keeping issues in writing, and ensure compliance with internal controls.

The role supports operations through accurate data entry, documentation, and proactive collaboration with client service teams, with a focus on quality and customer satisfaction.

Qualifications

• Excellent written and verbal communication skills.
• Analytical thinker with strong data handling abilities.
• Willingness to work in shifts and multitask effectively.

Responsibilities

• Prioritize and process daily work to meet customer service goals.
• Communicate in writing with customers regarding complex record keeping issues.
• 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 knowledge of plans, contract, and Pension documents.

Skills

Written communication

Analytical skills

Customer service

Shift work

Education

Bachelor's degree

Tools

MS Excel

Job description

Responsibilities

Role Description: Process and check transactions on Pension Application forms create and maintain retirement plan records for customers, within defined Productivity and Quality standards.

Reporting relationship: This position will report to Associate Manager- Operations

Key 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 difficult 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 s per business needs

Qualifications

Must Have

Education: Graduate Bachelors degree (any stream)

Skill Set:

• Working knowlege on MS Office tools specifically MS Excel .
• Minimum of 1-2 years� experience in back office. Insurance and Financial Institution experience preferred
• Excellent written and verbal communication skills , Analytical skills, Willingness to work in shifts
• Multitasking and effective decision making . Strong Customer service skills

Additional Information

Other: Good knowledge of Finance Domain and Industry

Competencies:

• Make sound business decision
• Embrace Change
• Build strong Partnership
• Get results
• Act Strategically
• Lead Cultivate Talent