Pension Customer Service Specialist

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Employer: Metropolitan Life
Domain:
  • Insurances - Financial Intermediaries
  • Banks - Financial Institutions
  • Customer Support - Client Service
  • Job type: full-time
    Job level: 1 - 5 years of experience
    Location:
  • BUCHAREST
  • Updated at: 02.09.2019

    This role is part of our Operations team. In this job you will have a chance to:

    • Be responsible for the successful execution of monthly regulatory processes and reporting relating to payments allocation and transfers IN & OUT

    • Prepare and submit of the Supplementary Report and for all the checks and actions derived from the Warning Lists;

    • Handle the customers’ complaints and inquires; update the customer information in the customer service database

    • Ensure that all audit’s and regulator’s findings and recommendations are addressed in a timely fashion;

    • Identify and adjust the department’s operational processes in line with regulatory changes

    • Identify possible risks associated with the departments output and deliver solutions that will mitigate effectively those risks

    • Recommend solutions to automate or simplify the operational processes

    In order to be able to achieve all of this you need to have:

    • Minimum 2 years’ experience in working in private pensions with very good understanding of the legislation and experience in performing pension operational processes

    • Ability to analyse and interpret the pension laws and regulations

    • Excellent communication and interpersonal skills

    • Time management skills and capacity to identify priorities

    • Flexibility and capacity to easily switch between diverse tasks/projects

    • Good knowledge of English, Microsoft Excel and Microsoft Word

    • University diploma