Process Specialist Job Openings in Pune 2026!!!
Principal announced job vacancy for the post of Process Specialist. The place of posting will be at Pune. Candidates who have completed Graduate / Engineering / Post Graduate with Fresher / Experience are eligible to apply. More details about qualifications, job description and roles & responsibilities are as follows
Company
Overview
|
Name of the Company |
Principal |
|
Required Qualifications |
Graduate / Post Graduate |
|
Skills |
Knowledge of US Retirement/Pensions domain |
|
Category |
Customer Service |
|
Work Type |
Onsite |
A skilled professional needed to handle Payouts for US Retirement
domain (Defined Contribution 401 (k) plans). The role involves processing
Benefit Event Distributions (Cash, Rollover etc.), Required Minimum
Distribution, Withdrawals etc., providing customer service, and ensuring
compliance with regulatory requirements within defined Productivity and Quality
standards.
Job Details
Θ Positions: Process
Specialist
Θ Job
Location: Pune
Θ Salary: As per
company standards
Θ Job Type: Full Time
Θ Requisition
ID: 51895
Roles and
Responsibilities:
- Process and prioritize daily work to meet customer service goals
- Handle complex payouts and communicate with customers regarding data and special requests
- Implement problem-solving techniques for efficient processing
- Document work following internal procedures
- Report customer concerns to Client Service Associate/Consultant
- Validate plan and contract records accuracy
- Maintain expertise in payouts system operations
- Develop knowledge of pension 401(k) documents and Total Retirement Suite concepts
- Collaborate with team members to resolve complex situations
- Ensure compliance with information security and regulatory requirements
- Deliver high-quality work to enhance client satisfaction and profitability
- Build effective partnerships with peers
- Adapt to business needs and follow company policies
Required
Skills & Qualifications:
- Bachelor's or Master's degree in Finance preferred
- Experience Range - 1 to 5 years max
- Knowledge of US Retirement/Pensions domain required
- Experience in handling Payouts like Benefit event Distributions, Required Minimum Distribution, in service withdrawals and 1099R tax reporting will be an added advantage
How to Apply
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Click Here
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