Customer Service Associate

Overview

Customer Service Associate focused on Retirement Solutions and Payment Operations, handling participant-level services and money-out payment processing activities.

What you'll do

• Manage participant level retirement services for US Retirement Services domain (Defined Contributions).
• Handle money out processes including inservice withdrawal, survivor benefit, immediate/deferred annuity, hardship withdrawal determination and payments, and related distributions.
• Research queries or requests from business partners and customer support teams and respond with minimum response time.
• Ensure quality control standards and adherence to client SLAs.
• Comply with confidentiality, client policies/procedures, and applicable federal/state/local regulations; escalate issues to management.
• Participate in process improvements and automation; identify areas needing additional controls.
• Create and update procedure documents while ensuring standards are followed.

What you'll need

• 1 to 3 years of experience.
• Primary skill: Payment Operations.
• Education in BBA/BCom/Any Graduation.
• Experience in US Retirement Services domain (Defined Contributions) with participant level services.
• Experience in Money Out processes such as inservice withdrawal, survivor benefit, and distributions.
• Ability to research and reply to queries with minimum response time.

Details

• Location: Bengaluru.