Customer Service Associate

About the Role

Designation: Customer Service Associate

Key Responsibilities

• Processing monetary and non-monetary transactions for assigned clients, ensuring accuracy.
• Strict adherence to non-disclosure of client information and preserving client confidentiality.
• Compliance with all client policies, procedures, and Federal, State, Local regulations, and escalation of issues to management.
• Researching queries and requests from Business Partners and Client Support Teams and responding within minimum response time.
• Active participation in process improvements and automation.
• Ensuring adherence to set Quality Control standards.
• Identifying and prioritizing high-value transactions.
• Completing assigned responsibilities and projects within timelines, alongside managing daily BAU (Business As Usual) tasks.

Requirements & Tech Stack

• Retirement Solutions - Retirement Planning Services
• Open to core Night shifts based on business requirements.

Qualifications

• Any Graduation
• Good verbal & written communication skills.
• Good typing skill and attention to detail.
• Good time management skills.
• Ability to work independently.
• Experience in the US retirement industry (not mandatory).
• Excellent organizational skills.