Specialist Conversion Participant Data Setup

Overview

Under general supervision, this role is responsible for accurate setup and changes, and for daily activities such as loading data for participants of new plan sales in the recordkeeping system, with an emphasis on supporting more complex requests.

What you'll do

• Support workload consisting of data load, wires and data IA requests via SR and PEGA during busy season and team requirements.
• Analyze and research complex plans and requests and resolve queries.
• Ensure requests are prioritized by RUSH, Clarify and TAT.
• Do detailed research and load data before any request is sent to clarify.
• Adhere to business changes, including shift, extended hours and weekend working.
• Update reports such as the productivity tracker, Rush tracker and Vacation tracker.
• Manage the queue and perform RCA on defects for self-errors as part of process ownership.

What you'll need

• Bachelor's degree is a must.
• 1.5+ years of financial services experience.
• Minimum of 1 year of experience in any domain, preferably in Retirement Services.
• Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Demonstrated quality customer service skills.
• Superior written and verbal communication skills.
• Ability to facilitate the research and resolution of problems.
• Strong attention to detail.

Details

• Location: KA Bangalore.
• Flexible working in US shift and rotational shift based on business requirements.