Manage UK pension transfer-out operations and ensure compliance
4 days ago ago
Intermediate (4-7 years)
Full Time
Gurugram, Haryana, India
Hybrid
Role
Description
quality control
process documentation
query response
process automation
savings consolidation
pension transfers
Ensure Quality Control standards that have been set are adhered to.
Hands on with developing process documentation, capturing exceptions, process flow and process maps
Researching into any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.
Identify potential areas that require additional controls
Creating and updating procedure documents while ensuring that the standards are followed
Taking active participation in process improvements and automation.
Process and support consolidating savings, switching providers, or liquidating holdings according to participant instructions.
Comply with all client policies, procedures, and Federal/State/Local regulations and escalate issues to the management.
Processing UK Pension Transfers Out tasks- managing pension, investment, or wealth fund transfer involves moving funds or benefits from one scheme or provider to another or converting assets into cash that is paid.
Completing assigned responsibilities and projects within timelines apart from managing daily BAU.
Requirements
uk pension
transfers out
4+ years
bachelor's
sme
rca
Good time management skills
Good typing skills and attention to detail.
4+ years experience in Transfers Out processes such as Cash transfers out, Bulk Transfer Transfers of Death benefits, Due diligence
Experience in the UK Pension domain is mandatory
Bachelor’s degree
Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, developing action plans to improve quality performance Skillset:
Up to 6 years of experience in UK Pension domain – Transfers Out - Managing participant level services
Ability to work independently Roles and Responsibilities: Roles & Responsibilities:
Adherence to client SLAs
Excellent organizational skills with ability to identify and prioritize high value transactions.
Good verbal & written communication skills
Benefits
Open-to-Night shifts based on business requirements