Specialist Client Service Management

Overview

The Specialist Client Service Management works within a Service Team handling queries and requests from Client Service Managers, owning the overall service experience for a specific group of clients.

What you'll do

• Proactively follow up on outstanding issues with internal functional areas related to contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting and general inquiries.
• Ensure issues are being resolved and keep clients and partners apprised of progress, ensuring the highest level of client service and satisfaction.
• Typically handle straightforward problems and issues and refer more complex issues to senior staff.
• Actively participate in reviews (if any) with the client service managers.
• Support divisional business needs while maintaining a "client first" mentality.
• Drive high satisfaction, quality, and efficiency for both the client and client service managers.
• Deliver superior results quickly and efficiently, utilizing effective time management skills.
• Drive innovation through curiosity and a comprehensive understanding of business processes and challenges.

What you'll need

• 2–4 years of experience in the 401k industry.
• At least 12 months in the current role or team.
• Knowledge of ERISA, DOL and applicable IRS regulations related to retirement.
• Strong interpersonal skills and an eye for detail.
• Strong written and verbal communication skills.
• Flexibility to work in a night shift.
• Deadline-oriented, ensuring issues are resolved and clients are kept apprised of progress.
• Knowledge of Microsoft Office Suite programs.
• Bachelor's Degree is a must.

Nice to have

• SPARK preferred.

Details

• Location: Bangalore, Karnataka, India.
• Shift: Night shift flexibility required.