• Coord Client Services

    Location IN-KA-Bangalore
    Posted Date 3 weeks ago(28/6/2018 1:26 AM)
    Job ID
    15931
    # Positions
    1
  • Primary Responsibilities

    Process description: Client Services LMN team is responsible for working on daily, weekly, monthly and annual reports based on plan requirement ; working on quarterly statements, disclosures, annual notices along with ordering weekly and monthly letters in storefront for client services team.

    Roles and Responsibilities:
    • Ordering, verifying/validating interim disclosures on EASY
    • Review and approval of quarterly statements
    • Ordering annual notices on EASY
    • Working on plan specific reports for clients and submitting SRs

     

    Key Competencies:
    • Experience in the US retirement industry is preferable.
    • Must be a good communicator, both written and oral
    • Must be able to multi-task and have strong basic computer skills
    • Should be a quick learner and a strong decision maker
    • Ability to pay close attention to details and ensure accuracy of data
    • Should be flexible to work in shifts (day and night) as per the business need

    Qualifications

    Graduation is a must (Fulltime)

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