Client Service Specialist
Core
Process and check transactions on Pension Application forms and create/maintain retirement plan records for customers.
Role type
Client Service Specialist (Back Office Operations)
Builds
Retirement plan records and processed pension applications
Domain
Insurance and Financial Services
Required skills
Pension application processing, Retirement plan record maintenance, MS Excel, Back office operations, Written communication, Analytical skills, Multitasking, Shift work adaptability
Preferred skills
Insurance experience, Financial institution experience, Finance domain knowledge