Retirement Plan Representative - Unlicensed

Retirement Plan Services Representative – Unlicensed
 
Job Profile Summary
To develop knowledge of our Client base, retirement plan products and services, the overall financial markets, and the related legal, tax, and regulatory issues in order to respond accurately and thoroughly to client inquiries.
 
Job Location – Aguadilla, PR

Duties and Responsibilities

• Develops basic knowledge of client funds, products and services, the overall financial services industry through classroom training, on-the-job training, and self-study.
• Provides high quality client service across Institutional Participant Services by responding to participant phone inquiries and providing account and plan information from various information systems.
• Provide fund and investment performance information to participants by phone.
• Respond to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication.
• Identifies routine participant needs/problems with urgency, professionalism, and efficiency; determining alternative solutions; resolving the problem using current workflow procedures.
• Initiates transactions for participants including loans, exchanges, allocations, and terminations.
• Works with the various areas of the Institutional Investor Group Division to enhance overall quality and workflow efficiencies.
• Appropriately utilizes management, resources and specialty resolution teams needed to resolve participant inquiries.
• Provides industry knowledge to fund performance and retirement investing.
• Participates in special projects and performs other duties as assigned.

 Qualifications
 
Basic

• High School Diploma/GED/Associates Degree or foreign equivalent in any career stream
• 1 to 3 Years of experience related to the job description.

 Preferred

• Bachelors Degree
• Prior customer service experience, preferably in financial services is preferred.
• Ability to relate, empathize and quickly build rapport with participants.
• Effective listening and probing skills to identify cues, understand needs and provide relevant solutions.
• Passion for the financial services industry and a desire to help participants reach their financial goals.
• Demonstrates the highest standards of ethics and integrity.
• Working knowledge of computer and related software applications.
• Excellent verbal/written communication skills.
• Demonstrates sound judgment and analytical skills.
• Ability to multitask in a highly visible, fast paced, team oriented environment.
• Ability to work effectively with others as a member of a team.
• Preferred: Fully Bilingual if needed – Spanish and English.
• Open Availability 

 Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise).
 
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.
 
About Us
Infosys BPM, the business process management subsidiary of Infosys (NYSE: INFY), provides end-to-end transformative services for its clients across the globe. The company’s integrated IT and BPM solutions approach enables it to unlock business value across industries and service lines, and address business challenges for its clients. Utilizing innovative business excellence frameworks, ongoing productivity improvements, process reengineering, automation, and cutting-edge technology platforms, Infosys BPM enables its clients to achieve their cost reduction objectives, improve process efficiencies, enhance effectiveness, and deliver superior customer experience.
 
Infosys BPM has 32 delivery centers in 16 countries spread across 6 continents, with more than 38000 employees from over 80 nationalities, as of Nov 2019.
 
The company has been consistently ranked among the leading BPM companies globally and has received over 60 awards and recognitions in the last 5 years, from key industry bodies and associations like the Outsourcing Center, SSON, and GSA, among others. Infosys BPM also has very robust people practices, as substantiated by the various HR-specific awards it has won over the years. The company has consistently been ranked among the top employers of choice, on the basis of its industry leading HR best practices. The company’s senior leaders contribute widely to industry forums as BPM strategists.
 
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