Spec Fund Transfer-2 (Bengaluru)

Spec Fund Transfer-2 (Bengaluru)

12 Sep
|
Empower
|
Bengaluru

12 Sep

Empower

Bengaluru

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Under general supervision, serves as the first line of contact for internal client service managers, internal and external relationship managers regarding plan initiated fund and fee change requests. Handles moderately complex inquiries and problem resolution.





Essential Functions:- Facilitate the fund and fee change scheduling with numerous internal teams and departments.- Delegates inquiries to the appropriate unit for timely resolution.- Compose routine written correspondence and conducts research into problems and inquiries.- Handle most issues independently while maintaining the department’s minimum quality, productivity and time standards.- Prepares simple written correspondence and conducts preliminary research into problems and inquiries- Strong attention to detail is required- Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously- Adheres to the service standard deadlines- Ability to handle fast paced order processing setting, repetitive duties and ability to embrace change positively

Education:
- Bachelor’s degree is a must

Minimum Qualifications:
- 1-3 years of financial services, any experience in Plan or Fund Setup preferred
- Requires superior communication skills, both verbal and written
- Strong attention to detail skills required
- Prior e

📌 Spec Fund Transfer-2 (Bengaluru)
🏢 Empower
📍 Bengaluru

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