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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data management and analysis within financial services, particularly in Retirement Services. Strong capabilities in customer service, problem resolution, and attention to detail are essential for success in this role.
Highest-signal resume keywords
Bachelor's DegreeFinancial Services ExperienceData AnalysisMicrosoft Office SuiteCustomer Service Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementData LoadingRoot Cause AnalysisResearch SkillsAttention to Detail
Soft Skills
Written CommunicationVerbal CommunicationProblem-SolvingFlexibility
Tools & Technologies
Recordkeeping SystemPEGA
Industry Keywords
Retirement ServicesFinancial Services
About the role
Key responsibilities & impact- Set up and modify participant data in the recordkeeping system
- Perform daily activities such as loading data for participants of new plan sales
- Support data load, Wires, and Data IA requests via SR and PEGA during busy season and according to team requirements
- Analyze and research complex plans and requests
- Resolve queries
- Prioritize requests by RUSH, Clarify, and TAT
- Conduct detailed research and load data before sending requests for clarification
- Adhere to business changes, including shifts, extended hours, and weekend work
- Update productivity, Rush, and Vacation trackers
- Manage the responsible queue
- Perform root cause analysis on defects resulting from self-errors
Requirements
What you’ll need- Bachelor’s degree is a must
- 1.5+ years of financial services experience
- Minimum of 1 year of experience in any domain, preferably in Retirement Services
- Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Demonstrated quality customer services skills
- Superior written and verbal communication skills
- Ability to facilitate the research and resolution of problems
- Strong attention to detail skills required
- Flexible working in US shift and rotational shift based on business requirements
Benefits
Comp & perks- Flexible work environment
- Fluid career paths
- Internal mobility opportunities
- Purpose, well-being, and work-life balance support
- Inclusive and welcoming work environment
- Volunteer opportunities
- Equal opportunity employment