We are looking for detail-oriented professionals to join the Money Out Retirement Services Process. The role involves processing retirement account distribution and withdrawal requests, reviewing customer/account information and supporting documentation, and ensuring transactions are processed accurately according to defined policies and procedures.

Key Responsibilities

Process money-out requests related to U.S. retirement accounts.

Review retirement account withdrawal and distribution requests for completeness and accuracy.

Validate customer/account information and required documentation.

Process eligible retirement plan distributions, withdrawals and payments according to process guidelines.

Review requests for missing, incorrect or inconsistent information.

Contact customers/participants or relevant parties when additional information is required.

Handle customer queries related to withdrawal/distribution requests through voice and non-voice channels.

Update transaction and customer information accurately in internal systems.

Follow established procedures for transaction verification and authorization.

Identify and escalate exceptions, discrepancies and complex cases.

Maintain accurate case notes and documentation.

Ensure compliance with client policies, data-security requirements and applicable U.S. financial regulations.

Meet defined quality, productivity, accuracy and SLA targets.

Preferred Experience

Retirement Services

401(k) / Retirement Accounts

Pension / Retirement Operations





Financial Services

Banking Operations

Transaction Processing

Money Movement

Withdrawals / Distributions

Insurance Operations

Customer Service – Financial Services

International BPO

Transaction Accuracy

Quality Score

Productivity

SLA / TAT

Error Rate

Customer Satisfaction

Attendance & Schedule Adherence

Eligibility

1+ year experience in US Retirement Operations preferred.

Good English communication skills.

Robust numerical and analytical ability.

Good attention to detail.

Comfortable handling financial/customer information.

Good written communication and documentation skills.

Basic knowledge of MS Office and computer applications.

Ability to understand and follow detailed process guidelines.

Ability to work in a high-volume transaction-processing environment.

Willingness to work in US/night shifts.

Education: Undergraduate / Graduate.

CTC: LPA – 4 LPA to 5.5 LPA

Work Details

Work Location: Work From Office (white Field)

Working Days: 5 Days Working

Week Off: 2 Rotational Week Offs

Cab Facility: Two-Side Cab

Documents Required

Candidates should have the following documents available:

Education Documents

Aadhaar Card

PAN Card

Educational Certificates / Marks Memos

Previous Employment Documents

Offer Letter

Previous Organization Pay Slips

Relieving / Experience Letter

Interview Process

HR Round

SHL

Operations Round

Contact person: HR Sunita @ (phone hidden)

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