Client Service Specialist
Core
Process and check pension application transactions and maintain retirement plan records for customers within defined 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
Required skills
Pension document knowledge, Record keeping system proficiency, MS Excel, Back office operations, Financial domain knowledge
Preferred skills
Insurance experience, Financial institution experience
Technologies
MS Office, MS Excel
Responsibilities
Process and validate pension application transactions, Maintain customer retirement plan records, Communicate with customers regarding record keeping issues, Document work on contracts following internal procedures, Inform consultants of customer concerns, Promote team development through shared knowledge