We are looking for a detail-oriented professional to support 401(k) transaction processing and retirement-plan operations. The role involves reviewing and processing client transaction requests, validating documentation, coordinating with internal stakeholders, and ensuring transactions are completed accurately and within applicable timelines. The ideal candidate should have solid attention to detail, client focus, problem-solving ability, and the capacity to work effectively in a high-volume, time-sensitive environment.

Responsibilities

- Process client transaction requests and review each transaction for accuracy, completeness, and adherence to internal and external requirements.

- Partner with client associates to resolve complex processing issues and support timely completion of requests.

- Develop working knowledge of client processing systems, group policies, and operating procedures.

- Build proficiency in brokerage and mutual fund-related transaction-processing activities covered under the assigned training path.

- Communicate with clients verbally and in writing to clarify incomplete, inaccurate, or invalid documentation.

- Collaborate with internal teams to resolve complex processing concerns with urgency and accountability.

- Maintain an appropriate balance between quality, accuracy, productivity, and turnaround time.

- Participate in team meetings and discussions relating to individual and team targets.

- Update individual goals and work-related information within the required timelines.

- Remain comfortable being visible on camera during virtual team interactions.





- Prepare and provide required reports, quality-assurance responses, and internal updates.

- Work collaboratively with peers and management in a team-oriented environment.

- Meet with the manager to discuss performance, business trends, and issues affecting the team.

- Participate in special projects and perform other responsibilities assigned by the organization.

Technical Requirement

- Working knowledge of 401(k) or retirement-plan operations.

- Ability to understand and process financial or retirement-plan transactions.

- Basic understanding of brokerage and mutual fund transaction processes.

- Ability to navigate laptops, online processing systems, and workflow applications.

- Working knowledge of Microsoft Office, particularly Outlook, Excel, and Word.

- Excellent attention to detail and document-validation ability.

- Strong analytical, problem-solving, and time-management skills.

- Ability to manage high transaction volumes while maintaining accuracy and compliance.

- Ability to interpret procedures, client requirements, and transaction-related documentation.

Additional Responsibility

- Graduate degree, preferably in Commerce.

- 1-3 years of relevant experience.

- Experience in the 401(k) industry is preferred.

- ASPPA certification will be an added advantage.

- Strong client focus with the ability to build effective relationships with internal and external stakeholders.

Educational Requirement

- BBA

- BCom

Preferred Skills

- Customer Service -> Regular Customer Service

Service Line

BPO COO Office

📌 401(k) Transaction Processing Associate / Senior Associate (Bengaluru)
🏢 Infosys BPM
📍 Bengaluru