Specialist Conversion Participant Data Setup

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.

Under general supervision, this role is responsible for accurate setup, changes, and performing daily activities such as loading data to the participants of new plan sales in the recordkeeping system with an emphasis of supporting requests that are more complex in nature.

• →Support workload consisting of data load/Wires/Data IA requests via SR and PEGA during busy season and team requirements, Analyze and research complex plans and requests and resolve queries. 
• →Ensure that Requests are prioritized by RUSH, Clarify and TAT.
• →Detailed research should be done and data loaded before any request sent to clarify.
• →Adherence towards business changes (Shift, Extended hours & Weekend workings)
• →Update all the reports like productivity tracker, Rush and Vacation tracker.
• →Process Ownership: Responsible queue management, Performing RCA on defects for self-errors.

• Bachelor’s degree is a must
• 1.5+ Years of financial services experience
• Minimum of 1 years 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

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.