Specialist Service Installation & Maintenance

Overview

Coordinate and oversee the setup of complex system changes related to plan design and features submitted by Plan Sponsors, Advisors, Third Party Administrators, or other Client Services associates, ensuring they are set up properly within the recordkeeping system.

What you'll do

• Collect or receive work as assigned from Plan Sponsors, Third Party Administrators, other intermediaries, or other Client Services associates, and assign it to other operational departments for completion.
• Analyze requests for completeness and ensure features are set up properly within the recordkeeping system.
• Coordinate the set-up or removal of products or features for retirement plans on the recordkeeping system.
• Review work returned from other departments to ensure proper quality standards have been achieved.
• Complete processing steps as documented within standard operating procedures.
• Follow up on outstanding issues with internal functional areas.
• Provide status of in-progress set-ups, providing the highest level of customer service and satisfaction.
• Manage daily communications with internal and external parties to maintain or improve quality of processed requests.
• Assist client-facing teams with plan questions or issues by joining calls or meetings with clients and/or internal departments.
• Complete internal recordkeeping system changes and perform maintenance as necessary.
• Service all segments of the Client Services organization.
• Assist with research and long-term projects.
• Other as assigned.

What you'll need

• Bachelor's Degree.
• 1-2 years of experience in the financial services industry.
• Proficient in Microsoft Office, including Excel, Word, and Outlook.
• Ability to multi-task, prioritize, and problem-solve effectively.
• Proven ability to work effectively within a team and individually.
• Strong attention to detail.
• Excellent time management.
• Excellent verbal and written communication.
• Flexible schedule.

Details

• Location: Bangalore, Karnataka, India.