US Retirement Process-Assistant Manager-Immediate Openings

Roles and Responsibilities

• Manage retirement processes for clients, ensuring compliance with regulatory requirements.
  
• Provide exceptional customer service to clients.
  
• Assist in processing client requests related to retirement accounts, including rollovers, transfers, and distributions.
  
• Collaborate with internal teams to resolve issues and improve process efficiency.
  
• Maintain accurate records of client interactions and transactions.
• Must have Team handling and people management experience.
  

Desired Candidate Profile

• 5-10 years of experience in US Retirement Processing or Wealth Management industry.
  
• Strong understanding of US Healthcare & Retirement regulations.
  
• Excellent communication skills for effective customer service
  
• Ability to work independently with minimal supervision while maintaining high accuracy standards.
  

Education : Bachelors degree in commerce, Finance, or a related field.

Experience : Min 5+years in US retirement planning planning sector & Team handling.
Knowledge : Strong understanding of IRA products, retirement & Wealth regulations, and
quality control principles will be added weightage.

US Shift&5days working in a week.

Interested Candidates can share your resume to - anitha.c@sagilityhealth.com