Specialist Conversion Participant Data Setup

Empower LLC

Bengaluru

Hybrid

INR 600,000 - 900,000

Full time

2 days ago
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Job summary

Empower LLC in Bengaluru supports a hybrid work model and seeks a Specialist Conversion Participant Data Setup specialist. Under supervision, you will load data for new plan sales into the recordkeeping system and handle complex requests with accuracy.

You will prioritize tasks, research complex plans, and update productivity and tracking reports while adhering to shift requirements and ensuring quality customer service. A degree and Office skills are required.

Qualifications

  • Bachelor’s degree is a must.
  • 1.5+ years of financial services experience.
  • Minimum of 1 year of experience in any domain, preferably in Retirement Services.
  • Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Demonstrated quality customer services skills.
  • Superior written and verbal communication skills.
  • Ability to facilitate the research and resolution of problems.
  • Strong attention to detail skills required.
  • Flexible working in US shift and rotational shift based on business requirements.

Responsibilities

  • Load data to participants of new plan sales in the recordkeeping system.
  • Support workload of data load/Wires/Data IA requests via SR and PEGA during busy season and team requirements.
  • Analyze and research complex plans and requests and resolve queries.
  • Prioritize requests by RUSH, Clarify and TAT.
  • Detailed research should be done and data loaded before any request sent to clarify.
  • Adherence towards business changes (Shift, Extended hours & Weekend workings).
  • Update all the reports like productivity tracker, Rush and Vacation tracker.
  • Process Ownership: Responsible queue management, Performing RCA on defects for self-errors.

Skills

Data loading processes
Customer service
Communication skills
Attention to detail
Team coordination

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Specialist Conversion Participant Data Setup### Specialist Conversion Participant Data SetupApply: Hybrid: KA Bangalore: Full time: Posted Today: End Date: November 4, 2026 (21 hours left to apply): R.0060981Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.**Job Summary: -**Under general supervision, this role is responsible for accurate setup, changes, and performing daily activities such as loading data to the participants of new plan sales in the recordkeeping system with an emphasis of supporting requests that are more complex in nature.**Primary Duties and Responsibilities:** **-*** Support workload consisting of data load/Wires/Data IA requests via SR and PEGA during busy season and team requirements, Analyze and research complex plans and requests and resolve queries.* Ensure that Requests are prioritized by RUSH, Clarify and TAT.* Detailed research should be done and data loaded before any request sent to clarify.* Adherence towards business changes (Shift, Extended hours & Weekend workings)* Update all the reports like productivity tracker, Rush and Vacation tracker.* **Process Ownership**: Responsible queue management, Performing RCA on defects for self-errors.**Background and Qualifications:*** Bachelor’s degree is a must* 1.5+ Years of financial services experience* Minimum of 1 years of experience in any domain, preferably in Retirement Services.* Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)* Demonstrated quality customer services skills* Superior written and verbal communication skills* Ability to facilitate the research and resolution of problems* Strong attention to detail skills required* Flexible working in US shift and rotational shift based on business requirementsWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.**Want the latest money news and views shaping how we live, work and play? Stay in the know with** **The Currency** **and sign up for Empower’s free newsletter.****Remote and Hybrid Positions**For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection.
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