What You'll Do
Role Description: Process and check transactions on Pension Application forms create and maintain retirement plan records for customers, within defined Productivity and Quality standards. Reporting relationship: This position will report to Associate Manager
- Operations

Key Responsibilities
• Prioritize and process daily work to meet customer service goals.
• Communicate in writing with customers regarding complex record keeping issues, special timing requests, and routine employee data.
• Implement problem solving techniques to ensure efficient processing on all contracts.
• Follow internal procedures to properly document work on contracts.
• Inform Client Service Associate/Consultant of customer concerns or potential problems.
• Validate accuracy of plan and contract records as needed.
• Maintain a comprehensive knowledge of our record keeping system.
• Develop a working knowledge of plans, contract, and Pension documents and the concepts of Total Retirement Suite.
• Perform other job-related duties and special projects as required.




• Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
• Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
• Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
• Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
• Compliance to PGS policies and Flexibility s per business needs Who You Are Must Have

Education:
Graduate Bachelors degree (any stream) Skill Set:
• Working knowlege on MS Office tools specifically MS Excel .
• Minimum of 1-2 years� experience in back office. Insurance and Financial Institution experience preferred
• Excellent written and verbal communication skills , Analytical skills, Willingness to work in shifts
• Multitasking and effective decision making . Strong Customer service skills Additional Information Valuable knowledge of Finance Domain and Industry

📌 Client Service Specialist (Pune)
🏢 Principal Global Services
📍 Pune