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Empower
Bangalore, India
(on-site)
Job Type
Full-Time
Industry
Other
Job Function
Other
Specialist Plan Changes
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Specialist Plan Changes
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The primary responsibility of Plan Change Team is fulfilling complex plan change requests initiated by clients. This Process deals at Plan level activity where team does the changes in system for plans that are live. Team handles Adding Money Types/Investments, setup Disbursement Rule, Update Vesting, Eligibility and other financial transactions. Perform research and validate plan setup and changes made to plans. Along with it make sure that team adhere to timelines and remain flexible to change in requirements from clients
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DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:
- Responsible for the support and processing of plan level changes as directed by clients and internal stake holders
- Accurately complete assigned Service Requests with service standards
- Perform research and validate plan level changes made to plans
- Handle complex task types with eye to detail while making changes in system
- Delegates inquiries to the appropriate unit for timely resolution
- Work independently with minimal dependency on seniors
- Innovative: Challenges established ways of doing things by sharing resourceful ideas and solutions; pushes for continuous improvement in all ways of doing business; begins or introduces something new; offers creative ideas and approaches problems with curiosity and open-mindedness; champions new initiatives within and beyond the scope of own job.
- Teamwork: Works effectively and cooperatively with other people; creates a commitment to common goals; values the contributions of all team members; contributes to a positive environment where all team members participate and support each other; supports team decisions and listens carefully to understand various and diverse points of view; recognizes and celebrates team successes; minimizes organizational obstacles to help teams work more effectively.
EDUCATION:
- Bachelor's Degree
OTHER PREFERRED QUALIFICATIONS:
- 2-3 Years of working in financial operation functions
- Minimum 1 year extensive experience working on the Plan level change activities, Setup & Touch point testing
- Internal recordkeeping platform experience is highly preferred
- Strong organizational skills
- Strong data entry skills for transaction processing/accuracy
- Strong attention to detail skills
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Job ID: 83767716
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Data is collected and updated regularly using reputable sources, including corporate websites and governmental reporting institutions.
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