PG
Client Service Specialist
full-time•Pune
About this role
Responsibilities
Qualifications
Roles and Responcibilities :
- Reviewing received death notification from vendor, analyzing received information and contacting employers for death certficate
- Collaborating with client facing roles as well as communicating effectively with internal and external clients regarding complex record keeping issues, special timing requests, and routine employee data, while delivering excellent client service.
- Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures.
- Recognizing and researching unusual or complex situations and provide timely resolutions to business partners and clients.
- Maintaining a comprehensive knowledge of our recordkeeping system, plan, contract, and pension documents.
Qualifications
- Bachelors degree and above
Minimum 2-4 years of experience - Preferred experience working with a variety of retirement products, especially Defined Benefit products.
Strong written and verbal communication skills, interpersonal, basic math, organizational, reading comprehension, interpretation, and negotiation, analytical and problem-solving skills. - Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.
- Preffered experience in Death , disability and QDRO understanding of defined benefit products
What you'll do
- The Client Service Specialist is responsible for reviewing death notifications, analyzing information, and ensuring client needs are met through effective communication and reporting. They will also maintain knowledge of recordkeeping systems and provide resolutions to complex situations.
About Principal Global Services
Principal Global Services is a Global In-house Center, dedicated to supporting Principal Financial Group achieve our common purpose of empowering and enabling our customers across the globe by protecting and advancing their financial well-being through retirement, insurance and asset management solutions. Since our inception in 2006, our continued focus has been to take our services to the next level of providing solutions, which has been further reinforced with stimulating results and a clear strategic direction.
Over the last decade, we have assimilated the right mix of talent and competencies to build a center of excellence that delivers quality, innovation and strategic value. We offer right over best opportunities for a holistic growth, because we believe that engagement is directly proportional to the right opportunities, fostered by cultural pillars of empowerment and enablement. Principal Global Services has offices in Hyderabad (India), Manila (Philippines) and Pune (India). To find out more, visit us at www.principal.com
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Frequently Asked Questions
What does a Client Service Specialist do at Principal Global Services?
As a Client Service Specialist at Principal Global Services, you will: the Client Service Specialist is responsible for reviewing death notifications, analyzing information, and ensuring client needs are met through effective communication and reporting. They will also maintain knowledge of recordkeeping systems and provide resolutions to complex situations..
Is the Client Service Specialist position at Principal Global Services remote?
The Client Service Specialist position at Principal Global Services is based in Pune, India. Contact the company through Clera for specific work arrangement details.
How do I apply for the Client Service Specialist position at Principal Global Services?
You can apply for the Client Service Specialist position at Principal Global Servicesdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.