Specialist Service Installation & Maintenance

Overview

Coordinate and oversee the setup of complex system changes for retirement plan design and features submitted by Plan Sponsors, Advisors, Third Party Administrators, or other Client Services associates, acting as an operational contact for Empower.

What you'll do

• Collect or receive work as assigned from Plan Sponsors, Third Party Administrators, other intermediaries, or other Client Services associates.
• Analyze requests for completeness and ensure features are set up properly within the recordkeeping system.
• Assign work to other operational departments for completion and review returned work to ensure quality standards are met.
• Coordinate the set-up or removal of products or features for retirement plans on the recordkeeping system.
• Complete processing steps as documented within standard operating procedures.
• Follow up on outstanding issues with internal functional areas and provide status of in-progress set-ups.
• 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, and other duties as assigned.

What you'll need

• Bachelor's Degree (required).
• 1-2 years of experience in the financial services industry.
• Proficiency 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.

Details

• Location: Bangalore, Karnataka, India.
• Flexible schedule.