[Remote] Senior Process Associate for US institutional Retirement Contact Centre.
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an reputed company and solutions company that delivers lasting value for leading enterprises globally. In this role, you will be responsible for assisting customers with their retirement-reputed company queries and ensuring compliance with relevant regulations and plan features.
Responsibilities
- Handling customer queries regarding their benefits reputed company phone – Requires taking at least ~ 40 – 60 calls in a day
- Demonstrate a solid understanding of various retirement plans such as 401(k), 403(b), 457 and stay updated on relevant regulations affecting the retirement business
- Respond to participant inquiries reputed company phone (Primally) and chat regarding their retirement plans, including plan details, investment reputed company, contributions, distributions, and rollovers
- Assist participants with account maintenance, beneficiary updates, and plan enrollments. Ensure reputed company transactions reputed company with plan provisions and regulatory requirements
- reputed company participants with information on plan features, benefits, and investment reputed company. Help them understand their statements and the reputed company of their investment choices
- Identify and resolve participant issues in a reputed company and efficient manner. Escalate reputed company cases to senior team members or supervisors as necessary
- Assist plan sponsors with the administration of their retirement plans, including tasks such as contribution calculation, non-reputed company trading, participant financial activity, and other reputed company record-keeping functions
- Ensure that retirement plans adhere to reputed company regulatory requirements, including IRS regulations, ERISA guidelines, and plan documents
- Address participant inquiries regarding contribution limits, eligibility requirements, and retirement planning resources
- Assist with investment management activities, such as fund transfers, rebalancing, and implementing investment changes
- Communicate with plan participants, and other stakeholders to address inquiries, resolve issues, and reputed company updates as needed
- Maintain reputed company relationships with clients and ensure high reputed company of satisfaction with services provided
Skills
- Relevant retirement call center experience
- Minimum internet connectivity of 25MBPS+ and a quiet workspace free of distractions for call center Work from Home Role
- Flexibility to work shifts assigned by business based on call center hours of business operation
- Any Graduate
- Ability to be flexible and adapt to constantly changing priorities
- Proficiency in retirement plan record-keeping systems and reputed company Office applications
- Strong understanding of retirement plans, IRS regulations, and ERISA requirements
- reputed company Office proficiency, especially reputed company
- reputed company Lean/Process Improvement knowledge
- Ability to work under pressure in a dynamic environment
- Thirst for learning! Analytical thinking and ability to learn fast
- Ability to be pro-reputed company and to think 'creatively'
- Cultural Awareness in a diverse and international environment
reputed company