Job Description:

Responsibilities

Description
Transaction Processing

Ø Consistently meeting Delivery Expectation with set defined Goals

Ø Achieving performance benchmark as laid down by Principal Global Service and strive towards meeting the organizational goal
Communication Skills

Ø Establish seamless communication with both internal & external stakeholders to obtain information and resolve transactional delays
Organizational / Team level initiatives & compliance

Ø Actively participate in Organizational & team level initiatives

Ø Get skilled and upskilled on the less/mid complex work and be part of the capability structure

Qualifications
5 to 4 yrs of experience in financial process or Bank and is familiar with US shifts
Graduates in any discipline but not in BE or B-Tech
Understands the retirement settings and are accustomed to their instruments
Prioritize and process the daily assigned work to meet the customer service goal
Communicate through email, chats,



or calls about the ongoing progress and request any information that will help obtain the information to process the transaction to logical closure
Follow internal procedures to properly document work on contracts
Inform Client Service Associate/Consultant of customer concerns or potential problems
Develop a working knowledge of plans, contract, and retirement documents and the concepts of 401 K
Perform other job-related duties and special projects as required
Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements
Candidate will be aligned with a back-office transaction processing team who does the direct email communication with the clients for any information needed for further processing. At times, the person will also have to make his own judgement basis the instruction provided by CSA/M

Additional Information
Accustomed to US shift (6.30 pm to 3.30 am IST)

📌 Client Service Specialist Pune
🏢 Principal Financial
📍 Pune