Principal Financial
From company careers site
Client Service Specialist
- Location
- Pune, Maharashtra, India
- Work mode
- On-site
- Employment type
- Full-time
- Salary
- $0 – $0 / year
About the job
What You'll Do
Role Description: Process and check transactions on Pension Application forms create and maintain retirement plan records for customers, within defined Productivity and Quality standards.
Reporting relationship: This position will report to Associate Manager- Operations
Key Responsibilities:
- Prioritize and process daily work to meet customer service goals.
- Communicate in writing with customers regarding complex record keeping issues, special timing requests, and routine employee data.
- Implement problem solving techniques to ensure efficient processing on all contracts.
- Follow internal procedures to properly document work on contracts.
- Inform Client Service Associate/Consultant of customer concerns or potential problems.
- Validate accuracy of plan and contract records as needed.
- Maintain a comprehensive knowledge of our record keeping system.
- Develop a working knowledge of plans, contract, and Pension documents and the concepts of Total Retirement Suite.
- Perform other job-related duties and special projects as required.
- Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
- Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
- Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
- Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
- Compliance to PGS policies and Flexibility s per business needs
Who You Are
Must Have
Education : Graduate Bachelors degree (any stream)
Skill Set:
- Working knowlege on MS Office tools specifically MS Excel .
- Minimum of 1-2 years� experience in back office. Insurance and Financial Institution experience preferred
- Excellent written and verbal communication skills , Analytical skills, Willingness to work in shifts
- Multitasking and effective decision making . Strong Customer service skills
Additional Information
Good knowledge of Finance Domain and Industry
From Principal Financial's careers page (Company careers page), checked 30 Oct 2026.
How to apply
- Select Apply on principal.com. It opens Principal Financial's own application form in a new tab, run on Company careers page.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- Principal Financial will reply to you directly. No real employer asks you for money to apply.
Posted 29 Oct 2026 · checked 30 Oct 2026 · Report this job