Client Service Specialist

Principal Global Services; Pune District; On-site; INR 420,000 - 540,000; Full time

Job summary

Principal Global Services is seeking a detail-oriented Back Office Associate in Pune, India. The role focuses on processing Pension Application forms and maintaining retirement plan records within defined productivity and quality standards.

You will report to Associate Manager- Operations and engage in data-driven tasks, ensuring accuracy, compliance, and timely communication with clients. The position requires 1–2 years of back-office experience and strong MS Excel skills.

Qualifications

• Graduate with a Bachelor’s degree in any stream.
• Proficient in MS Excel; strong MS Office skills.
• 1–2 years of back-office experience; Insurance/financial industry preferred.
• Excellent written and verbal communication; analytical mindset.
• Willingness to work in shifts; strong multitasking and customer service skills.

Responsibilities

• Prioritize and process daily work to meet customer service goals.
• Communicate in writing with customers regarding complex record-keeping issues and data requests.
• Validate accuracy of plan and contract records as needed.
• Adherence to compliance, information security, and regulatory requirements.
• Develop knowledge of pension documents and Total Retirement Suite.
• Perform other duties and special projects as required.

Skills

MS Excel

Back office experience

Communication skills

Analytical skills

Shifts

Multitasking

Customer service

Education

Bachelor's degree

Tools

MS Office

Job description

What You'll Do

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

Who You Are

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

Good knowledge of Finance Domain and Industry