Benefit analyst

Become an integral part of our Newark, DE team! Each day will be unique bring a positive attitude and entrepreneurial spirit.

This position is an essential part of the team and will have exposure to several aspects of running a banking office.

As a Benefit Payment Services Representative, In Securities Services Operations, you will be accountable for adherence to service quality standards and the Benefit Payments delivery model.

You will respond to and manage client inquiries and requests including but not limited to payment issues, system access, audit requests, reconciliation break research, monitoring of workflow tool queues for client directive issues, account documentation as well as account transactions and related activities.

You will be responsible for all client communications via telephone call and email correspondence. The Client Service Representative is responsible for notifications to service partners of any escalated issue affecting shared clients and relationships.

The successful candidate must have a proven track record demonstrating a proactive, hands-on management approach and strong systems skills.

The individual should have a desire and ability to learn quickly and be a self-starter. A positive mindset and capability to overcome challenges are a must in addition to exceptional leadership qualities.

Job responsibilities

• Identify and promote service improvement, efficiencies and opportunities
• Protect relationships with the business, technology and operation partners
• Apply analytical and creative thinking to troubleshoot and resolve issues
• Maintain client inquiries, requests and project logs for your clients

Required qualifications, capabilities, and skills

• Minimum 3 years’ experience in client service
• Strong client management skills
• Highly motivated, ability to act without direct supervision
• Strong risk management, strategic thinking and planning skills
• Creative problem solving skills - working across the organization to solution issues and implement for the client
• Proficiency in MS Office Products (Word, Excel, PowerPoint)

Preferred qualifications, capabilities, and skills

• Bachelor degree - Business preferred
• Benefits Payment experience
• Employee Retirement Income Securities Ace (ERISA) and Retirement plan knowledge
• Clearance, Settlements, Client Inquiries, Custody and various other aspects in support of our Broker Dealer clientele.

Work schedule

This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change.

Training will be held five days in office initially.

This position is not eligible for H1B or Sponsorship

Last updated : 2024-05-15