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
Financial Services / Insurance
Required skills
MS Excel, Pension document knowledge, record keeping, problem solving, compliance adherence, shift work
Preferred skills
Insurance experience, Financial Institution experience, Total Retirement Suite concepts
Technologies
MS Office
Responsibilities
Process and validate accuracy of plan and contract records, Communicate in writing with customers regarding complex record keeping issues, Implement problem solving techniques to ensure efficient processing, Follow internal procedures to properly document work, Inform team members of customer concerns or potential problems, Adhere to Compliance and regulatory requirements