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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 communication and problem-solving abilities are essential for facilitating research and resolving complex queries.
Highest-signal resume keywords
Bachelor's Degree1.5+ Years Financial 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 ManagementRoot Cause AnalysisData LoadRecordkeeping System ChangesProductivity Tracking
Soft Skills
Attention to DetailWritten CommunicationVerbal CommunicationProblem-SolvingFlexibility
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookPEGA
Industry Keywords
Retirement ServicesFinancial ServicesCustomer ServiceData RequestsBusiness Changes
About the role
Key responsibilities & impact- Set up participant data and perform changes in the recordkeeping system
- Load 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 and 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 caused by 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
- Welcoming and inclusive work environment
- Volunteering opportunities