Analyst – Operations at Personiv Career Site

Muntinlupa, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

27 Apr, 26

Salary

0.0

Posted On

27 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Financial Services, 401k, IRAs, Rollovers, Communication, Problem Solving, KYC Outreach, Chat Support, Email Support, Phone Support, Feedback Synthesis, Knowledge Management, BPO Experience, Interest in Finance, Flexible Hours

Industry

Outsourcing and Offshoring Consulting

Description

Duties and Responsibilities: Guide customers through the rollover experience and answer their questions through chat, e-mails, and phone calls Become an expert on 401ks, rollovers, and IRAs Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary Contribute to our internal knowledge-based and external FAQs based on customer questions/comments Synthesize customer feedback and share with other team-members Skills and Qualifications At least 1 year experience in an account handling US 401ks, rollovers, and IRAs, or KYC outreach (voice) experience, or any other experience as a financial CSR in a voice account At least vocational degree or college degree Experience working at a BPO is a plus Experience working in the financial services industry is a major plus Fluent in English with a neutral accent Strong interest in helping people achieve their financial goals Familiarity with customer service best practices and tools Ability to work flexible hours if necessary to solve customers’ problems Experience at a startup or similar fast-paced organization, a plus eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

Responsibilities

The Analyst – Operations will guide customers through the rollover experience and address their inquiries via chat, email, and phone. They will also communicate with financial institutions and employers on behalf of customers to assist with transactions.