Specialist Conversion Participant Data Setup

Empower India; Bengaluru; On-site; INR 500,000 - 700,000; Full time

Job summary

Empower India in Bengaluru seeks an associate to load data for new plan sales in the recordkeeping system and to support requests that are more complex in nature. The role emphasizes accuracy and timely handling of data loads during busy periods, with a requirement to adapt to shifts.

Requirements include a Bachelor's degree, 1.5+ years in financial services, and at least 1 year in any domain, preferably Retirement Services. Proficiency in MS Office and strong communication are essential.

Qualifications

• Bachelor's degree is a must.
• 1.5+ years of financial services experience.
• Minimum of 1 year of experience in any domain.

Responsibilities

• Load data for new plan sales in the recordkeeping system.
• Handle data loads and PI/PEGA-related requests during busy seasons.
• Prioritize requests by RUSH, Clarify and TAT and research complex plans.

Skills

Customer service

Communication skills

Attention to detail

Problem solving

MS Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Our 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 requirements

We 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.