Customer Service Analyst

Job Description:

Responsibilities

•  Processing monetary and non-monetary transactions for assigned clients ransactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc.
•  Ensures all items are processed and\or resolved in a time. Supports business in ensuring positive audit results
•  Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.
•  Perform research on all processing irregularities and drive issues to resolution What are we looking for? "Must have/ minimum requirement
•  Open core Night shifts based on business requirements
•  Good verbal & written communication skills
•  Good typing skill and attention to detail.
•  Good time management skills

Qualification & Experience

•  3+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services
•  Experience in Money In processes such as Contributions processing, loan repayments, Indicative data files and manual adjustments, Rollovers contribution, Suspense & Adjustments/Corrections. Skillset:
•  Bachelors’ degree
•  Experience in the US retirement industry