Specialist

Overview

Monitor and respond to incoming client service and PRISM requests, performing research, analysis and processing of customer requests for retirement plan participants and plans.

What you'll do

• Balance individual workloads consisting of Service Requests, PRISM, and e-mail requests.
• Perform participant and plan level corrections for cash or disbursement type transactions, for all segments and IRS codes, in accordance with departmental procedures, company policy, plan and institutional requirements, and Legal, IRS and DOL guidelines.
• Work on problems of moderate scope where analysis of situations or data requires a variety of factors.
• Apply company policies and procedures to resolve a variety of issues.
• Prioritize and complete all applicable processing in accordance with departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements.
• Monitor control reports, gain/loss, suspense accounts and tax form research, including corrections, clearing, and reconciliation.
• Research and resolve unique, complex and escalated problems.
• Build productive internal and external working relationships.
• Explain information and persuade others in straightforward situations.
• Communicate with internal clients in both written and verbal form.
• Perform review of data and activity to prevent risk of loss due to errors.
• Using established procedures and working under moderate supervision, perform assigned tasks.

What you'll need

• Two-year degree or equivalent industry experience.
• 2 years of directly related financial and/or industry experience.
• Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Knowledge of retirement industry regulations (Distributions, Contributions, Taxation, etc).
• Demonstrated ability to research and problem solve.
• Excellent written and verbal communication skills.

Details

• Must be able to work 4:30 PM to 1:30 AM IST.
• Location: Bangalore, Karnataka, India.