Role Description :
- Primary client contact for all day to day customer service requests and acts as a liaison between the client, Operations, and the Call Center
- 2nd level of client day/day contact
- Client Services / Plan Administration Subject Matter Expert
- Participates in regularly scheduled client calls and on demand meetings
- Available to participate in service reviews
- Internal/External Audit support
- Provides customer support for routine inquiries or requests
- Resolves plan and participant level issues
- Coordinates all internal resources and questions from client (Legal, Qualified Plan Consulting) and facilitates to resolution
- Coordinates with internal operations departments to ensure accurate, complete, and timely processing of transactions
- Participates in relationship management and identifies and assists with plan retention opportunities
- Supports plan operation through resolution of sponsor & sponsor-initiated inquiries
- Maintenance of plan and participant data, and problem research and resolution
- Handle Multiple Clients
- Ensure best practices used across clients
- Back up structure for client coverage
- Responsible for monthly client reporting
- Preparation of ad hoc reporting
- Skills and Competencies
- Robust Written Communication
- Excellent Verbal Communication
- Excellent Client Management Skills
- Partnership and Client Relationship Management
- Engaging
- Strong Customer Service Skills
- Analytical
📌 Senior Associate (Bengaluru)
🏢 Voya India
📍 Bengaluru
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