Call Center Representative
Infosys BPM
This is a Full-time position in Phoenix, AZ posted July 5, 2021.
Retirement Plan Associate
Scottsdale, AZ | Malvern, PA
In the role of Retirement Plan Associate you will act as the liaison for Institutional clients, by partnering with Recordkeeping Services, Participant Services and other internal departments to meet and exceed client expectations in the Core Market.
Qualifications
Basic
Bachelor’s Degree in any career stream.
At least 3 years of experience as per the job description
Preferred Skills
Knowledge of Defined Contribution Plans preferred.
Proficiency with Microsoft Office Products preferred Strong verbal, written, and interpersonal communication skills.
Ability to work well independently as well as within a team.
Strong poise and a professional presence when interacting with internal and external clients.
Good time management, planning and organizational skills.
Strong analytical and problem-solving skills.
Ability to understand and apply technical learning quickly.
Willingness to assume greater responsibility
Job Requirements:
Duties and Responsibilities
Acts as a liaison between internal departments to assist with the resolution of processing and administrative issues and communicates issues related to daily plan administration to affected internal and external clients.
Acts as a point of contact for the client relationship by ensuring plan data integrity and timely resolution to participant level issues.
Coordinates and resolves complex exceptions generated from the system regarding cash receipts, disbursements, file maintenance, demographics, adjustments, and reporting tasks.
Partners with processing teams and other internal clients to ensure resolutions are processed accurately and in accordance with plan provisions and department policies and procedures.
Monitors control reports, provides appropriate resolutions, and seeks preventative measures as needed.
Partners with Relationship Managers in the execution of client service needs.
Adheres to all internal policies, procedures and guidelines in the handling of processing and administrative issues.
Evaluates client relationship to recommend plan and workflow changes to streamline operational efficiencies, resulting in the highest quality of service.
Participates in special projects and performs other duties as assigned.
