Operations Processor II A (Corrections)

corebridgefinancial; Amarillo (TX); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Health insurance

401(k) matching up to 6% of eligible</

Company contribution up to 3% of pay

Job summary

Corebridge Financial in Houston, TX is seeking a corrections team member to help clients with financial services and act quickly to resolve account issues. The role involves correcting accounts on Retirement Services operating systems and communicating with advisors and field representatives to ensure accuracy.

Responsibilities include reviewing complex financial documents, processing correction requests, and maintaining high-quality standards.

Qualifications

• 3+ years business experience (VALIC experience is a plus)
• 1+ years' experience creating and/or working with Microsoft Excel spreadsheets as a tool to prepare simple and/or complex calculations (preferred)
• SAP, TAPS and Wire Transfer experience preferred
• 1+ years' experience in accounting and/or bookkeeping is preferred
• Excellent written customer service skills that include the use of excel spreadsheets and shared documents
• Excellent problem-solving skills and the ability to meet deadlines
• Excellent prioritization skills to manage caseload

Responsibilities

• Work closely with internal and external customers and other departments, researching all approaches to meet client needs
• Maintain high work standards reviewing and processing complex financial documents and legal documents
• Process correction requests while maintaining quality review standards, and time lines
• Use positive customer relations skills to communicate accurate, clearly detailed and professional
• Learn, understand, and interpret services offered in order to assess and correct errors to ensure compliance with products and services sold
• Work in a team environment, develop working relationships inside and outside the organization, share information and ideas with team members/management, and strive to achieve continuous improvement and increase efficiency
• Handle special complex projects as assigned
• Evaluate and resolve escalated and high priority cases using research skills and alternative approaches
• Evaluate different resolutions and/or methods of correction depending on corrective activity requested

Skills

Business experience

Excel experience

Customer service

Problem solving

Prioritization

Tools

SAP

TAPS

Wire Transfer

Job description

Who We Are

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You'll Work With

As a member of the Corrections Team, you will be helping clients with various financial services that impact their accounts. You will correct accounts on Retirement Services operating systems which may include but are not limited to the following: correct product features/services to the accounts, post funds and update required fields accurately, combine accounts, communicate directly with advisors and other key field representatives regarding corrective activity and ensure accuracy with all corrective activity.

About the Role

As a contributor at Corebridge you are the one the clients turn to in times of need. You act with speed, composure, compassion, and knowledge to solve problems and the work you do every day is the heart of Corebridge's business.

Responsibilities

• Work closely with internal and external customers and other departments, researching all approaches to meet client needs
• Maintain high work standards reviewing and processing complex financial documents and legal documents
• Process correction requests while maintaining quality review standards, and time lines
• Use positive customer relations skills to communicate accurate, clearly detailed and professional
• Learn, understand, and interpret services offered in order to assess and correct errors to ensure compliance with products and services sold
• Work in a team environment, develop working relationships inside and outside the organization, share information and ideas with team members/management, and strive to achieve continuous improvement and increase efficiency
• Handle special complex projects as assigned
• Evaluate and resolve escalated and high priority cases using research skills and alternative approaches
• Evaluate different resolutions and/or methods of correction depending on corrective activity requested

Skills and Qualifications

• 3+ years business experience (VALIC experience is a plus)
• 1+ years' experience creating and/or working with Microsoft Excel spreadsheets as a tool to prepare simple and/or complex calculations (preferred)
• SAP, TAPS and Wire Transfer experience preferred
• 1+ years' experience in accounting and/or bookkeeping is preferred
• Excellent written customer service skills that include the use of excel spreadsheets and shared documents
• Excellent problem-solving skills and the ability to meet deadlines
• Excellent prioritization skills to manage caseload

Work Location

This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

#LI-ST1 #LI-HYBRID

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company pro