Understands the retirement environments and are accustomed to their instruments
Prioritize and process the daily assigned work to meet the customer service goal
Communicate through email, chats, or calls about the ongoing progress and request any information that will help obtain the information to process the transaction to logical closure
Follow internal procedures to properly document work on contracts
Inform Client Service Associate/Consultant of customer concerns or potential problems
Develop a working knowledge of plans, contract, and retirement documents and the concepts of 401 K
Perform other job-related duties and special projects as required
Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements
Candidate will be aligned with a back-office transaction processing team who does the direct email communication with the clients for any information needed for further processing. At times, the person will also have to make his own judgement basis the instruction provided by CSA/M
Accustomed to US shift (6.30 pm to 3.30 am IST)
Qualifications:
2 to 4 yrs of experience in financial process or Bank and is familiar with US shifts
Graduates in any discipline but not in BE or B-Tech
Expected salary:
Location: Hyderabad, Telangana
Job date: Fri, 10 Jan 2025 06:08:06 GMT
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