Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Financial services, Account correction, Data accuracy, Microsoft Excel, Problem-solving
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Payroll, Data analysis, Data conversion, Requirements solution design, Unit testing
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Leadership, Coaching, Change management, Business acumen, Problem-solving
Retirement Planning Consultant II – Greensboro, NC
Greensboro, North Carolina, United States · Remote OK
Mid level$10B raised
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Risk Management, Regulatory Compliance, Governance, Internal Audit, Policy Development
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Reinsurance accounting, GAAP, U.S. Statutory, Bermuda Statutory, Financial reporting
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Customer service, Call center operations, Communication skills, Interpersonal skills, Problem solving
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Customer service, Data entry, Administrative support, Verbal communication, Written communication
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Customer service, Data entry, Administrative support, Verbal communication, Written communication
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Reinsurance strategy, Risk management, Capital efficiency, Transaction execution, Governance
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
Skills: Payroll processing, Data entry, Microsoft Excel, Analytical skills, Problem-solving
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial liv…
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Full-time
Medical insurance, Dental insurance, Vision insurance, Mental health support, 401(k) plan, Company matching contribution
Posted 1d ago
~40 hrs/week
Responsibilities
The role involves correcting financial accounts on retirement services operating systems and ensuring accuracy in all corrective activities. You will also collaborate with internal and external customers to resolve complex issues and maintain high quality standards.
Requirements
Candidates must have at least 3 years of business experience and strong proficiency in Microsoft Excel. Experience in accounting or bookkeeping and familiarity with systems like SAP or TAPS are preferred.
Full job description
Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and actdecisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
As a member of the Corrections Team, you will be helping clients with various financial services that impact their accounts. You will correct accounts on Retirement Services operating systems which may include but are not limited to the following: correct product features/services to the accounts, post funds and update required fields accurately, combine accounts, communicate directly with advisors and other key field representatives regarding corrective activity and ensure accuracy with all corrective activity.
About the Role
As a contributor at Corebridge you are the one the clients turn to in times of need. You act with speed, composure, compassion, and knowledge to solve problems and the work you do every day is the heart of Corebridge's business.
Responsibilities
Work closely with internal and external customers and other departments, researching all approaches to meet client needs
Maintain high work standards reviewing and processing complex financial documents and legal documents
Process correction requests while maintaining quality review standards, and time lines
Use positive customer relations skills to communicate accurately, clearly detailed and professional
Learn, understand, and interpret services offered in order to assess and correct errors to ensure compliance with products and services sold
Work in a team environment, develop working relationships inside and outside the organization, share information and ideas with team members/management, and strive to achieve continuous improvement and increase efficiency
Handle special complex projects as assigned
Evaluate and resolve escalated and high priority cases using research skills and alternative approaches
Evaluate different resolutions and/or methods of correction depending on corrective activity requested
Skills and Qualifications
3+ years business experience (VALIC experience is a plus)
1+ years’ experience creating and/or working with Microsoft Excel spreadsheets as a tool to prepare simple and/or complex calculations (preferred)
SAP, TAPS and Wire Transfer experience preferred
1+ years' experience in accounting and/or bookkeeping is preferred
Excellent written customer service skills that include the use of excel spreadsheets and shared documents
Excellent problem-solving skills and the ability to meet deadlines
Excellent prioritization skills to manage caseload
Work Location
This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
#LI-ST1 #LI-HYBRID
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location.In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
Corebridge Financial is one of the largest and most established providers of retirement solutions and life insurance products in the United States, with a long and proven track record of serving our clients. At Corebridge, we proudly partner with financial professionals and institutions to help make it possible for more people to take action in their financial lives – for today and tomorrow.
A diversified portfolio across our four core businesses—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to help drive positive outcomes for those we serve, maximize growth opportunities and manage risk.
Products and services are written or provided by wholly owned subsidiaries of Corebridge Financial, Inc.
Social Media Policy: https://www.corebridgefinancial.com/social-media-policy
Corebridge Financial is one of the largest and most established providers of retirement solutions and life insurance products in the United States, with a long and proven track record of serving our clients. At Corebridge, we proudly partner with financial professionals and institutions to help make it possible for more people to take action in their financial lives – for today and tomorrow.
A diversified portfolio across our four core businesses—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to help drive positive outcomes for those we serve, maximize growth opportunities and manage risk.
Products and services are written or provided by wholly owned subsidiaries of Corebridge Financial, Inc.
Social Media Policy: https://www.corebridgefinancial.com/social-media-policy