Associate, Saver Operations
Core
Process distributions and loans from retirement plans while adhering to procedures and regulatory requirements.
Role type
Associate, Saver Operations
Builds
Workplace-delivered retirement plans, employer-offered student loan repayment benefits, and savings accounts for education, emergencies, and individuals with disabilities.
Domain
Financial technology / Retirement services
Required skills
Jira, Zendesk, Aircall, retirement plan processes, high-volume transaction handling, outbound calling, email communication, documentation
Preferred skills
Experience in high-volume, detail-oriented environments
Technologies
Jira, Zendesk, Aircall
Responsibilities
Process participant requests for distributions and loans accurately; handle high volume of time-sensitive tickets; make outbound calls to verify information; send emails to gather documentation; document interactions in tracking systems; collaborate to improve workflows.
Seniority
Associate, entry-level IC