Customer Service Analyst

Skill required: Retirement Solutions - Retirement Planning Services

Designation: Analyst

Qualifications:Any Graduation

Years of Experience:3 - 5 Years

What would you do?
6+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services Experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child support Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the best Covers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds.

What are we looking for?
Graduate, preferable from commerce background (not mandatory) Experience in the US retirement industry Open core Night shifts based on business requirements. Good verbal & written communication skills Good typing skill and attention to detail. Good time management skills. Ability work independently
Roles and Responsibilities: Processing monetary and non-monetary transactions for assigned clientsransactions. Ensuring accuracy on transactions processed Strict adherence to non-disclosure of client information by preserving client confidentiality. Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adhered to. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU.

Qualifications