VA02 Service Delivery Ops Associate

Skill required: Retirement Solutions - Retirement Planning Services


Designation: Service Delivery Ops Associate


Qualifications:Any Graduation


Years of Experience:1 to 3 years


What would you do?
We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers 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?
Retirement ServicesAbility to manager various stakeholdersAbility to work on stringent timelines

Roles and Responsibilities:

"Analyst, Client ServicesThe Client Services Analyst provides day-to-day support for retirement plan clients. Working under close supervision, this job supports clients during the onboarding process, maintains day-to-day contact with clients, and writes and issues client communications.Key Responsibilities and DutiesSupports existing client relationships by responding to client queries and requests promptly and effectively working with clients on inquiries and ensuring client expectations are met.Identifies and resolves problems and transactions for issues involving client experience.Performs research, analyzes data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics.Ensures that all individual trades and accounts have been reviewed and verified.Prepares and delivers weekly, monthly and quarterly valuation reports to clients.Supports the onboarding of new clients including interfacing with Legal, Sales and Relationship Management.Liaises with Fund Managers in developing and overseeing the implementation of support strategies to service existing clients.

 
Qualifications 
Any Graduation