Skill required: Retirement Solutions - Customer Service
Designation: Customer Service Associate
Qualifications:Any Graduation
Years of Experience:1 to 3 years
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What would you do? • Flawless configuration of plan setup and plan maintenance • Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. • Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. • Coaching and mentoring others to draw out their skills and expertise • Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities 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 Customer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships.
What are we looking for? • Bachelor’s degree or 3+ years of directly related work experience. • Proficient in MS Office Suite. • Strong research and analytical skills. • Excellent communication skills – written, verbal and interpersonal. • Ability to manage multiple projects as assigned • Strong knowledge of US Retirement Services domain – Defined contributions • 3+ years of experience in US Retirement Services domain – managing services for Defined Contribution plans • 3+ years of experience in managing all aspects of the implementations project life cycle deliverables and the new business/conversion process with Internal new business/Conversion teams, Sales and Administrators to ensure a successful conversion for Defined Contribution plans (Preferably 403(b)). • Strong project management skills. • Strong knowledge of Defined Contribution plans – 401(k), 403(b), 457, etc. • Well versed with retirement plan funding platforms and ERISA fundamentals and concepts (eligibility, vesting) • Proficient in MS Office applications – Word, Excel & PowerPoint • Excellent written, verbal and presentation skills (internal and external presentations)
Roles and Responsibilities: •• Flawless configuration of plan setup and plan maintenance • Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. • Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. • Coaching and mentoring others to draw out their skills and expertise • Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities • Work closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project. • Monitoring and reporting on project status. Also, identify and lead quality improvement initiatives and other special projects for the team • Maintaining knowledge of ERISA, IRS and DOL regulations and understanding the impact of pending legislation. • Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate • Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted • Stays current on ERISA-based knowledge, plan design activity, bundled plan administration and employs optimal practices when driving the new business/conversion project management protocols. • Provide consultative solutions for Client’s Retirement Services best practices and ensure details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing. • Support RFP process for new business to identify potential solutions based on Implementations Service model and scope. Perform root cause analysis and resolution to complex problems. • Conduct lessons learned at the end of each implementation phase for continuous improvement purposes. • Manage simple to complex fund changes/fund exchangeAny Graduation

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