Client Service Specialist

Principal Financial Group; Pune District; On-site; INR 300,000 - 420,000; Full time

Job summary

Principal Financial Group in Pune, India is seeking a Back Office Associate to process pension-related transactions and maintain retirement plan records. You will ensure accuracy, comply with standards, and handle written communication with customers while supporting contract data and record-keeping systems.

The role requires a graduate degree, strong MS Excel skills, and 1–2 years of back-office experience in insurance or financial services.

Qualifications

• Graduation in any stream required.
• Strong written and verbal communication skills.
• Willing to work in shifts and handle multiple tasks.
• Experience in back office, insurance or financial institutions preferred.

Responsibilities

• Prioritize and process daily work to meet customer service goals.
• Communicate in writing with customers regarding complex record keeping issues and routine employee data.
• Implement problem solving techniques to ensure efficient processing on 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 related concepts.
• Perform other job-related duties and special projects as required.
• Promote team development through shared knowledge and information.
• Adherence to Compliance, Information security, and statutory requirements.
• Perform assigned work accurately to meet or exceed quality expectations for client satisfaction and profitability.
• Develop partnerships among peers to increase ownership of work and sustain efficient processes.
• Compliance to policies and flexibility per business needs.

Skills

MS Excel

Verbal & written communication

Analytical skills

Shift work

Education

Graduate degree in any stream

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