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Spec Partner Services-2

4 months ago

Bengaluru, India Empower Full time

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Specialist in PEA team is responsible to set up and maintains the debited plan or participant fees, onetime fees, and ongoing fee/billing rules.Completes processing steps as documented within standard operating procedures. Research issues identified using the EASY system, working with case managers, relationship managers and others as needed. This includes making recommendations for corrective actions to resolve issues identified. Participates in adhoc projects within team as needed Escalate all issues promptly and effectively to supervisor Delivering superior results quickly and efficiently, utilizing effective time management skills.

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