Client Service Specialist
Core
Process and check pension application transactions and maintain retirement plan records for customers within productivity and quality standards.
Role type
Client Service Specialist (Back Office Operations)
Builds
Retirement plan records and processed pension applications
Domain
Financial Services / Insurance / Pension Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
MS Excel, back office operations, record keeping, contract processing, compliance adherence, data validation, shift work
Preferred skills
Insurance experience, financial institution experience, problem solving, multitasking
Technologies
MS Office (Excel)
Responsibilities
Prioritize and process daily work to meet customer service goals; Communicate in writing with customers regarding complex record keeping issues; Validate accuracy of plan and contract records; Maintain comprehensive knowledge of record keeping systems and pension documents; Inform associates of customer concerns or potential problems.
Seniority
Junior to Mid-level, hands-on IC