Customer Service Associate
Designation: Customer Service Associate
Qualifications:Any Graduation
Years of Experience:1 to 3 years
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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. • 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. 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? • Graduate, preferable from commerce background (not mandatory) • Experience in the US retirement industry (not mandatory) • Open to core Night shifts based on business requirements • Good verbal & written communication skills • Good typing skill and attention to detail. • Good time management skills • Ability to work independently • 1 to 2+ years of 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/ 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.
Gurgaon
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