Customer Service Associate

Overview

Customer Service Associate in Retirement Planning Services, processing monetary and non-monetary transactions for assigned US retirement clients.

What you'll do

• Process monetary and non-monetary transactions for assigned clients, including contributions, loan repayments, indicative data files, manual adjustments and rollovers.
• Strictly adhere to non-disclosure of client information and preserve client confidentiality.
• Comply with all client policies, procedures, and federal, state and local regulations, and escalate issues to management.
• Research queries and requests sent by Business Partners and Client Support Teams and reply with minimum response time.
• Take active participation in process improvements and automation.
• Ensure Quality Control standards that have been set are adhered to.
• Identify and prioritize high value transactions with excellent organizational skills.
• Complete assigned responsibilities and projects within timelines, apart from managing daily BAU.
• Support creation of procedure documents.

What you'll need

• Any graduation (Bachelor's degree).
• 3+ years of experience in US Retirement Services domain, Defined Contributions and managing participant level services.
• Experience in Money In processes such as contributions processing, loan repayments, indicative data files, manual adjustments, rollovers contribution, suspense and adjustments and corrections.
• Experience in the US retirement industry.
• Good verbal and written communication skills.
• Good typing skill and attention to detail.
• Good time management skills.
• Ability to work independently.

Details

• Location: Gurugram.
• Open to core night shifts based on business requirements.