2.0 - 6.0 years

0 Lacs

karnataka

On-site

The Retirement Plan Services team is looking for a Retirement Planning Specialist (Level 3) with over 2.5 years of experience in financial services operations. The ideal candidate should have at least 12 months of expertise in Retirement Services, specifically in Defined Benefits Operations such as Benefits calculations, Benefits Review, Benefits Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations. Additionally, knowledge in ERISA Compliance and US Retirement Plan Testing & Reporting experience, including Form 5500 responses to auditor questions, is required. Industry certifications such as ASPPA RPF will be considered an added advantage. The candidate should possess strong Data Entry & Quantitative Decision Making skills and demonstrate concepts of teamwork, accountability, and prioritization on a regular basis. Making decisions within guidelines, balancing risk and service needs, and seeking assistance from the manager as necessary are key aspects of this role. The successful candidate should have a clear understanding of business rules, task requirements, and be able to handle tasks efficiently by providing resolutions within the defined Turnaround Time (TAT). Staying updated with the knowledge of products, processes, and services offered by the client is essential. The candidate should ensure full adherence to all quality parameters, maintain a 100% adherence to the schedule, and meet or exceed defined targets consistently. About Mphasis: Mphasis leverages next-generation technology to facilitate global business transformations. Customer centricity is at the core of Mphasis, demonstrated through the Front2Back Transformation approach. Utilizing cloud and cognitive technologies, Mphasis offers hyper-personalized digital experiences to clients and end customers. The Service Transformation approach aids in modernizing legacy environments in enterprises, enabling businesses to adapt to a changing world. Mphasis" core reference architectures, tools, speed, and innovation, combined with domain expertise, are instrumental in fostering strong relationships with marquee clients.,

Posted 6 days ago

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