- May contact other departments and/or outside agencies to resolve problems.
- Processes Retirement Plan fulfillment request that are intermediate to advance in nature on the OmniPlus/AdminWeb system or other related applications.
- Having general understanding of other roles within RPS Operations (including but not limited to PSTs, PCTs, Cash Group, Tax Group, Asset Reconciliation, Dividend and Pricing Team and Trading) contributes to the development of problem resolution.
- This position also acts as a subject matter expert and participates in team projects as assigned.
- Senior Specialist will assist colleagues as needed and acts in a SME capacity within the team to review and sign-off on the work of other Specialists, which may include adjustments and trades.
- Appropriately escalates issues to management that involve potential financial exposure of impact to the firm.
- Prepares custom T966 reporting (customer report generators using system application language) on an as needed basis.
- Solid system knowledge for adjustments desired.
- As a specialist on the team, the incumbent will assist colleagues as needed on departmental policies, procedures, and processes.
- Creates and sustains positive working relationships with colleagues in Client Administration, Transactions and across Control and Services Support.
- Other related duties assigned as needed.
- Solid understanding of the Omni system and transactions associated with adjustments.
- 12 months of prior RPS Operations adjustment or Omni transaction processing experience and/or knowledge
- Ability to work effectively both independently and in a team environment.
- Solid interpersonal skills and ability to effectively collaborate to solve business challenges.
- Excellent organizational skills and the ability to handle multiple tasks and prioritize accordingly.
- Advanced knowledge of Word & Excel PC application software
- Demonstrated ability to apply strong analytical skills to effectively problem solve.
- Excellent verbal and written communication skills
- Solid mathematical ability
- Demonstrated ability with excel and calculator text to perform mathematical equations.
- Basic knowledge of ERISA guidelines
- Bachelor's degree in business administration, finance, computer science or information systems or the equivalent combination of education, training, or work experience.
- MS Access software proficiency.
- Experience using Agency, InfoPac, OmniPlan/OmniPlus/Adminweb, Business Objects, Agency Account Transfer System, AWD preferred.
- Aptitude toward data analysis.
- A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
- A variety of career development tools, resources and opportunities
- A work environment built on collaboration, flexibility and respect
- Varied and challenging work to help you grow your technical skillset
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Account Services Associate Senior - Bengaluru, India - FIS Global
Description
Position Type :
Full timeType Of Hire :
Experienced (relevant combo of work and education)Education Desired :
Bachelor of Commerce/BusinessTravel Percentage :
0%Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
About the team
FIS empowers small to large retirement plan providers around the globe with a comprehensive, integrated suite of retirement solutions. Our industry-leading offering includes an extensive selection of technology and services. From record keeping technology and plan administration and compliance solutions, to financial wellness that supports all aspects of retirement services business and positions our clients for future growth. We are looking for a talented resource, who is comfortable working multiple appropriately prioritized issues and/or projects at a time. One who desires to be a part of this global dynamic retirement technology team where they will grow personally, technically and professionally.
What You Bring:
1) Be a Client Champion
2. Execute Delivery and Operational Excellence
3. Embody FIS Leadership and Integrity
4. Develop Self and Others
What You Will be Doing:
What you bring:
EDUCATION AND OTHER REQUIREMENTS
What we offer you
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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