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.