Process Specialist

Principal Global Services; Pune District; On-site; INR 450,000 - 650,000; Full time

Benefits offered by this job

Brand-new technologies

Inclusive culture

Continuous learning

Competitive compensation

Job summary

Principal Global Services is seeking a back-office finance professional in Pune to support U.S. retirement services, 401(k) processing, and analytics. You will handle daily work prioritization, client communications, and contract documentation in a structured back-office environment.

The role requires 2–4 years of back-office experience, strong Excel skills, and excellent communication. Night-shift hours are required, with opportunities for growth and continuous learning within a supportive team.

Qualifications

• Bachelor’s or Master’s or equivalent experience in finance stream is preferred.
• Minimum of 2-4 years’ experience in back office. Insurance, Underwriting, and Financial Institution experience preferred.
• Excellent comprehension, written, and verbal communication skills.
• Strong analytical skills.
• Ability to work in night shift only(5:30 pm to 2:30 AM/6:30 pm or 3:30 AM).
• Proficient in MS Office with advanced Excel skills.

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.
• Advise Client Service Associate/Consultant of customer concerns or potential problems.
• Validate accuracy of plan and contract records as needed.
• Maintain an extensive knowledge of our record‑keeping system.
• Develop a proven understanding of plans, contracts, 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 tricky situations.
• Adhere to Compliance, Information Security, Internal and External statutory, and regulatory requirements.
• Perform assigned work accurately to meet or exceed quality expectations, resulting in increased client satisfaction and profitability for Principal Financial Group.
• Develop partnerships among peers and those supported to enhance ownership of work and sustain an efficient process.
• Ensure compliance with PGS policies and flexibility as per business needs.

Skills

Back office experience

MS Office

Advanced Excel

Analytical skills

Communication skills

Night shift

Financial services

Education

Finance degree

Tools

MS Office Suite

Job description

Responsibilities

About the Opportunity

An exceptional opportunity to build expertise in U.S. retirement services and financial operations, with hands‑on experience in 401(k) and transaction processing. This role offers structured training, exposure to global operations, and a strong focus on analytics, compliance, and email‑based client communication. Ideal for candidates seeking long‑term growth in an organized, back‑office environment.

What You’ll Do

• 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.
• Advise Client Service Associate/Consultant of customer concerns or potential problems.
• Validate accuracy of plan and contract records as needed.
• Maintain an extensive knowledge of our record‑keeping system.
• Develop a proven understanding of plans, contracts, 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 tricky situations.
• Adhere to Compliance, Information Security, Internal and External statutory, and regulatory requirements.
• Perform assigned work accurately to meet or exceed quality expectations, resulting in increased client satisfaction and profitability for Principal Financial Group.
• Develop partnerships among peers and those supported to enhance ownership of work and sustain an efficient process.
• Ensure compliance with PGS policies and flexibility as per business needs.

Qualifications

• Bachelor’s or Master’s or equivalent experience in finance stream is preferred.
• Minimum of 2-4 years’ experience in back office. Insurance, Underwriting, and Financial Institution experience preferred.
• Excellent comprehension, written, and verbal communication skills.
• Strong analytical skills.
• Ability to work in night shift only(5:30 pm to 2:30 AM/6:30 pm or 3:30 AM).
• Proficient in MS Office with advanced Excel skills.

Additional Information

At Principal, we believe in nurturing talent and providing a collaborative environment where you can thrive. We offer:

• Opportunities to work on brand‑new technologies and innovative projects.
• An encouraging and inclusive culture that values diversity.
• Continuous learning and development programs to help you achieve your career goals.
• Competitive compensation and benefits.

Join us and be part of a team that pursues outstanding quality and strives to provide extraordinary solutions. Your contributions will directly influence our success and help us remain leaders in the financial services industry. We are excited to see the outstanding work you will achieve with us!