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Strong Tier-1 brand and junior generalist US-shift operations role attracts many qualified applicants.
Requires specific US retirement domain experience, limiting transferability across industries.
Mandatory US-retirement experience, explicit years requirement, and US-shift constraint raise shortlisting strictness.
Manage participant-level transactions in US Retirement Services, including account creation, maintenance, fund movements, rollovers, and transfers.
Ensure 100% accuracy and adherence to turnaround timelines for processing monetary and non-monetary transactions based on scanned forms and system requests.
Verify participant address changes and ensure compliance with client policies and regulations while supporting process improvements and quality controls.
Bachelor's degree (Any Graduation) mandatory.
1 to 3 years of experience specifically in US Retirement Services domain (mandatory).
Must be able to work only in US business hours shifts as per operational requirements.
Good verbal and written communication skills and typing proficiency required.
Experienced in handling rollover, transfer, and enrollment requests with strong exception resolution skills.
Capable of working independently with strong focus on accuracy, compliance, and managing time-sensitive, high-value transactions.
Familiarity with client policies, federal/state regulations, data confidentiality, and workflow optimization initiatives in a US Retirement domain environment.