Customer Service Analyst
Designation: Customer Service Analyst
Qualifications:Any Graduation
Years of Experience:3 to 5 years
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What would you do? 1. Front-ending the Plan Sponsor communication for LOB – providing white-glove service and acting as the first point of contact with an emphasis on Relationship Management 2. Coordinating with transaction processing teams to research the status of pending requests and communicating with the Plan Sponsors/ Consultants 3. Strict adherence non-disclosure of client information by preserving client confidentiality 4. Liaison with the teams working on setting up of or making changes to the Plan and assisting in project management for such changes 5. Providing assistance (voice as well as email) to the Plan Sponsors and Regional Sales Leads with a sense of urgency
What are we looking for? 1. 3+ years of experience in US Retirement Services domain – Defined Contributions - Managing plan sponsor level communications 2. Experience in Plan Sponsor management – providing services related to changes/edits in Plans, coordinating with internal business teams, escalation management, part of the team managing relationship with specific plan sponsors • Bachelor’s degree • Experience in the US retirement industry • Open for evening shift • Good verbal & written communication skills • Good typing skill and attention to detail • Good time management skills • Ability to work independently
Roles and Responsibilities: •1. Front-ending the Plan Sponsor communication for LOB – providing white-glove service and acting as the first point of contact with an emphasis on Relationship Management 2. Coordinating with transaction processing teams to research the status of pending requests and communicating with the Plan Sponsors/ Consultants 3. Strict adherence non-disclosure of client information by preserving client confidentiality 4. Liaison with the teams working on setting up of or making changes to the Plan and assisting in project management for such changes 5. Providing assistance (voice as well as email) to the Plan Sponsors and Regional Sales Leads with a sense of urgency 6. Excellent organizational skills with ability to identify root causes of misses in the process 7. Comply with all client policies, procedures, and Federal/State/Local regulations and escalate issues to the management. 8. Taking active participation in process improvements and automation. 9. Ensure Quality Control standards that have been set are adhered to. 10. Completing assigned responsibilities and projects within timelines apart from daily BAU 11. Support creation of standard operating procedures
Gurugram
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