Specialist Plan Changes

Overview

The Plan Change Team fulfils complex plan change requests initiated by clients for plans that are already live, including adding money types or investments, setting up disbursement rules, and updating vesting and eligibility.

What you'll do

• Support and process plan level changes as directed by clients and internal stakeholders.
• Accurately complete assigned Service Requests within service standards.
• Perform research and validate plan setup and plan level changes made to plans.
• Handle complex task types with attention to detail while making changes in the system.
• Communicate results and discrepancies, including missing, incomplete or unclear information, to the appropriate individuals for problem solving and clarification.
• Delegate inquiries to the appropriate unit for timely resolution.
• Work independently with minimal dependency on seniors.
• Multitask using dual monitors across multiple operating systems or vendor sites simultaneously.
• Adhere to standard operations deadlines and handle a fast-paced order processing environment with repetitive duties.
• Embrace change positively and remain flexible to changing client requirements.
• Compose routine written correspondence and conduct research into problems and inquiries.

What you'll need

• Bachelor's degree, preferably in a business-related field.
• 1.5+ years of financial services experience.
• Minimum of 1 year of experience in any domain, preferably in Retirement Services.
• Excellent time management.
• Excellent verbal and written communication.
• Strong attention to detail.
• Ability to facilitate the research and resolution of problems.
• Prior experience and understanding of various IRS codes: 401(k), 401(a), 403(b), 457, etc.
• Flexibility to work US shift hours and rotational shifts based on business requirements.

Nice to have

• Understanding of retirement plan rules and IRS codes.

Details

• Location: Bangalore, Karnataka, India.
• Works US shift hours and rotational shifts based on business requirements.