Spec Plan Changes-10

2 weeks 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.

The primary responsibility of Plan Change Team is fulfilling complex plan change requests initiated by clients. This Process deals at Plan level activity where team does the changes in system for plans that are live. Team handles Adding Money Types/Investments, setup Disbursement Rule, Update Vesting, Eligibility and other financial transactions. Perform research and validate plan setup and changes made to plans. Along with it make sure that team adhere to timelines and remain flexible to change in requirements from clients

DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:

- Responsible for the support and processing of plan level changes as directed by clients and internal stake holders
- Accurately complete assigned Service Requests with service standards
- Perform research and validate plan level changes made to plans
- Handle complex task types with eye to detail while making changes in system
- Delegates inquiries to the appropriate unit for timely resolution
- Work independently with mínimal dependency on seniors
- Innovative: Challenges established ways of doing things by sharing resourceful ideas and solutions; pushes for continuous improvement in all ways of doing business; begins or introduces something new; offers creative ideas and approaches problems with curiosity and open-mindedness; champions new initiatives within and beyond the scope of own job.
- Teamwork: Works effectively and cooperatively with other people; creates a commitment to common goals; values the contributions of all team members; contributes to a positive environment where all team members participate and support each other; supports team decisions and listens carefully to understand various and diverse points of view; recognizes and celebrates team successes; minimizes organizational obstacles to help teams work more effectively.

EDUCATION:

- Bachelor's Degree

OTHER PREFERRED QUALIFICATIONS:

- 2-3 Years of working in financial operation functions
- Minimum 1 year extensive experience working on the Plan level change activities, Setup & Touch point testing
- Internal recordkeeping platform experience is highly preferred
- Strong organizational skills
- Strong data entry skills for transaction processing/accuracy
- Strong attention to detail skills

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