Job Description:
BCforward is currently seeking a highly motivated Client Services Specialist opportunity in Pennington, NJ!
Position Title: Client Services Specialist
Location: Pennington, NJ
Anticipated Start Date: ASAP
Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.
Expected Duration: 12 months
Job Type: FULL TIME, CONTRACT, ONSITE
Pay Range: $22.28/hr
Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).
Requirements:
- Will work in Excel spreadsheet that they need to be able to sort, Filter and Sum.
- Operations, Wealth Management, Retirement, 401k, Customer services, Financial Services Background.
Job Description: ?
- The Retirement Onboarding and Operations teams within Wealth Management Operations provide onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement & Personal Wealth Solutions (RPWS).
- This position within the Health Benefit Solutions (HBS) Operations team is responsible for the support of various day-to-day resolution of escalated client issues and oversight of various HBS processes.
- Listed below is a listing of several of the various processes in which the Operations Analyst would be responsible.
- Responsible for supporting the day-to-day resolution of complex client problems and escalated issues. Ensure all customer inquiries and complaints are resolved within corporate policy guidelines and SLAs.
- Responsible for staying abreast of new product developments, process enhancements impacting HBS products and services.
- Assist with regulatory and audit assessments as required. Responsible for providing efficient, courteous service to inquiries and requests from internal associates and external clients.
- Provide Siebel case metric tracking, reporting and act as liaison between HBS and other business partners including external vendors to ensure that high quality and comprehensive client service is provided to HBS clients in accordance with defined parameters.
- Perform vendor oversight functions to ensure that SLAs are met. Operational functions includes response/research, account maintenance and analyzing and determining cause and resolution to inquiries and request.
- Proactively assist other team members when workloads dictate. Provide support of the tracking of billing reconciliation for 40+ clients who require aged receivable tracking. Includes working with Relationship managers to follow up and provide support on aged receivables as needed.
- Provide support of fulfillment mailing quality assurance, mail tracking and peer review for the mailing of various HBS Fulfillment items.
- Support team by assisting Team Leader and/or Manager in the completion of special projects as required. Provide back-up Operational support for various HBS processes including debit card updates, debit card monitoring, Billing, Enhanced IDV support, Privacy mailings and various Operational calls.
- Perform additional duties as assigned by Team Leader and HBS Operations manager
Keywords:
Account management, operations support, Wealth Management, Retirement, Financial Services, banking operations, 401k account, Customer services.
Benefits:
BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
About BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.
BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.
This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.
Interested candidates please send resume in Word format Please reference job code 228952 when responding to this ad.
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Salary Details
This salary was provided in the Job Posting.
$22.28
Hourly Salary
Job Snapshot
Employee Type
Contractor
Location
Pennington, NJ (Onsite)
Job Type
Banking, Finance, Professional Services
Experience
Not Specified
Date Posted
09/10/2024
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