Customer Service Associate

About the Role

• Designation: Customer Service Associate

Key Responsibilities

• Processing monetary and non-monetary transactions for assigned clients.
• Ensuring accuracy on transactions processed.
• Strict adherence to non-disclosure of client information by preserving client confidentiality.
• Comply with all client policies, procedures, and Federal, State, Local regulations and escalate issues to management.
• Researching and replying to queries and requests from Business Partners and Client Support Teams with minimum response time.
• Taking active participation in process improvements and automation.
• Ensure adherence to Quality Control standards.
• Completing assigned responsibilities and projects within timelines, apart from managing daily BAU.

Requirements & Tech Stack

• Retirement Solutions - Retirement Planning Services
• Good verbal & written communication skills
• Good typing skill and attention to detail
• Good time management skills
• Ability to work independently
• Excellent organizational skills with ability to identify and prioritize high value transactions.

Qualifications

• Any Graduation
• Graduate, preferable from commerce background (not mandatory)
• Experience in the US retirement industry (not mandatory)
• Open to core Night shifts based on business requirements