Customer Service New Associate

Skill required: Retirement Solutions - Retirement Planning Services
Designation: Customer Service New Associate
**Qualifications:**Any Graduation
**Years of Experience:**0 to 1 years
What would you do?

• Processing monetary and non-monetary transactions for assigned clients transactions. Ensuring accuracy on transactions processed
• Strict adherence 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.
  What are we looking for?
• Experience in US Retirement Services domain. Defined Contributions Managing participant level services
• Experience in Money Out processes such as Inservice withdrawal, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions.
  Roles and Responsibilities:
• Processing monetary and non-monetary transactions for assigned clients transactions. Ensuring accuracy on transactions processed
• Strict adherence 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 and 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.
  Qualification Any Graduation