Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Analyst
Qualifications: Any Graduation
Years of Experience: 3 to 5 years
Language - Ability: English (Domestic) - Intermediate
What would you do?
- 4+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services.
- Experience in ExceptionProcessing, processing of distributions including recurring payments (Minimum Distribution Options, RMD, Lifetime Income etc.), process Internal/External transfers, IRA contributions etc for Pension plans, IRA’s, Personal Annuities etc. You would be part of Retirement services team, Experience in the US retirement industry specifically 401k, 403B, Moneyout, Lumpsum, Defined contribution, Client Service Management, Plan document, Plan Implementation. Process of inputting, updating, or managing information in various digital formats. This includes tasks such as typing data into spreadsheets or databases, verifying accuracy, and ensuring that information is organized and accessible. Data entry services are often outsourced to specialized providers for efficiency and accuracy in handling large volumes of data.
What are we looking for?
- Graduate (mandatory), preferable from commerce background.
- Experience in the US retirement industry.
- Experience using Omni or any other RecordKeeping platform (preferred).
- Open core Night shifts based on business requirements.
- Good verbal & written communication skills in English.
- Good typing skill and attention to detail.
- Good time management skills.
- Ability work independently.
- Ability to handle disputes.
- Ability to meet deadlines.
- Ability to perform under pressure.
- Problem-solving skills.
- Written and verbal communication.
Roles and Responsibilities:
- Process monetary and non-monetary transactions for assigned clients/transactions. Ensure accuracy on transactions processed.
- Be responsible for completing items assigned in a timely fashion.
- Strict adherence of non-disclosure of client information by preserving client confidentiality.
- Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.
- Research on any queries/requests sent by the Business Partners/Client Support Teams and replying the same with stipulated time.
- Identify and help drive process improvements and automation opportunities.
- Ensure Quality Control standards that have been set are adhered to.
- Excellent organizational skills with ability to identify and prioritize transactions (high value/ aging etc.).
- Completing assigned responsibilities and projects within timelines apart from managing daily BAU.
Equal Employment Opportunity Statement
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.