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US Retirement Services Specialist

US Retirement Services Specialist

ACCPRO INTERNATIONALPasay, National Capital Region, PH
27 days ago
Job description

WE’RE HIRING! | SR. US RETIREMENT SERVICES ASSOCIATE

Work Location : 6th Floor, One E-Com Center, Harbor Drive, Mall of Asia Complex, Pasay City

Work Setup : Onsite

Work Schedule : Shifting Schedule | 2 Days Off

Salary : 50k

Overview :

Join our growing team as a Senior US Retirement Services Associate!

This role is responsible for managing and processing retirement plan transactions, ensuring accuracy, timeliness, and compliance with plan rules and regulations. You’ll also play a key role in handling client inquiries, coordinating with partners, and contributing to process improvement initiatives.

Key Responsibilities :

  • Process and manage retirement plan transactions accurately and within established timelines.
  • Handle client inquiries and provide timely, professional resolutions.
  • Review and validate participant data to ensure compliance with retirement plan rules and company policies.
  • Coordinate with internal teams and external partners for issue resolution and account updates.
  • Maintain confidentiality and uphold data privacy standards at all times.
  • Participate in process improvements and share best practices to enhance overall efficiency.

Qualifications :

  • Minimum of 2 years of experience in US Retirement Services.
  • Educational requirement : High School or Senior High School graduate (College level or graduate is an advantage).
  • English Proficiency : CEFR B1 level.
  • Strong communication and problem-solving skills.
  • Must be willing to work onsite in Pasay and amenable to shifting schedules.
  • Benefits Offered :

  • Competitive compensation package with monthly performance incentives.
  • Meal and other allowances.
  • Medical coverage for employees and up to three qualified dependents.
  • Dental coverage for employees.
  • Skills enhancement and training programs for career growth.
  • HMO coverage for up to three dependents, valid until age 80.
  • Be part of a trusted global team that values expertise, growth, and excellence!

    Apply now and take the next step in your US Retirement Services career.

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    Service Specialist • Pasay, National Capital Region, PH

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