Job Description, Responsibilities & Requirements
About the Position
Job ID R.0059909
Primary location
Bengaluru, Karnataka
Date posted
07/13/2026
Worker type
Regular
Workplace flexibility
Hybrid
About the Company
Like our name says, we empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.
Responsibilities
- Ensuring accuracy on transactions processed
- Strict adherence to non-disclosure of client information by preserving client confidentiality
- Researching on any queries/requests sent by the Business Partners/Client Support Teams and replying with minimum response time
- Taking active participation in process improvements and automation
- Ensuring Quality Control standards that have been set are adhered to
- Excellent organizational skills with the ability to identify and prioritize high-value transactions
- Completing assigned responsibilities and projects within timelines apart from managing daily BAU
Requirements
- Graduate, preferable from a commerce background (not mandatory)
- Experience in the US retirement industry for 1 to 3 years (not mandatory)
- Open to core night shifts based on business requirements
- Good verbal & written communication skills
- Good typing skill and attention to detail
- Good time management skills
- Ability to work independently
We Offer
- Flexible work environment
- Fluid career paths
- Celebration of internal mobility
- Recognition of purpose, well-being, and work-life balance
- Welcoming and inclusive environment
- Opportunities for volunteering in community causes
About the Company
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
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