Responsibilities:
Operations: Manage all aspects of project work, including collecting, analyzing, and determining the appropriateness of client data. Analyze test data and perform test scenarios to ensure data completeness and accuracy. Review and interpret data to meet specific project needs, optimizing the project approach based on data insights.
Data Management: Identify data requirements, resolve data-related issues, manage project timelines, and provide guidance on data submissions. Ensure accurate data collection and address any discrepancies.
Quality Control: Execute tasks with precision, review your work for accuracy, and minimize the need for rework.
SLA Management: Ensure that all Service Level Agreements (SLAs) are met. Propose and implement solutions to improve SLAs when necessary.
Customer Interaction: Manage client interactions related to project requirements and handle escalations to maintain strong customer relationships.
Knowledge Management: Review and update process documentation to maintain an up-to-date repository of all process-related documents.
Process Optimization: Continuously seek and implement process improvement ideas. Take corrective actions as necessary, monitor, and control billing discrepancies to meet financial goals.
Training & Certification: Complete required trainings on time. Provide feedback on training and certification processes to ensure proper skill development for the project.
Special Projects: Participate in special projects and perform other duties as assigned.
401(K) Domain Knowledge: Demonstrate a solid understanding of 401(K) concepts from a functional/business perspective, including ASPPA RPF basics of the retirement industry.
Technical Proficiency: Be proficient in Excel, including formulas, running database queries, handling exceptions, and executing tasks efficiently.
Preferred Skills:
Educational Requirements:
Service Line:
Location of posting is subject to business requirements.
