• Research and resolve discrepancies between clients and Mutual Fund companies.• Accurately process manual activities and make adjustments under strict time constraints.• Collaborate with internal and external partners to deliver timely and accurate information in response to inquiries and service issues.• Effectively meet multiple deadlines throughout the day and prioritize risk-related items.• Assigned daily tasks to team members in order to enhance group… Show more • Research and resolve discrepancies between clients and Mutual Fund companies.• Accurately process manual activities and make adjustments under strict time constraints.• Collaborate with internal and external partners to deliver timely and accurate information in response to inquiries and service issues.• Effectively meet multiple deadlines throughout the day and prioritize risk-related items.• Assigned daily tasks to team members in order to enhance group productivity.• Collaborated with management to streamline operations and activities across departments.• Maintained regular communication with clients to address and resolve service issues promptly.• Cultivated open and professional relationships with team members to facilitate quick resolution of various process-related issues.• Provided mentorship and guidance to employees to ensure proper completion of assigned duties.• Monitored time and attendance to ensure compliance with company procedures regarding absenteeism.• Conducted weekly team meetings to update team members on company news and discuss process improvements. Show less

• In my role, I am responsible for managing the rejected payroll of 401K Plan. When payroll reject occur, I meticulously correct the errors by manually inputting the accurate details. I ensure that the payrolls are posted in accordance with the plan cycle.• Manually correcting rejected payroll files on OMNI RSD1 & NCC Tubes to ensure timely posting of payroll the following day, in accordance with the planned cycle, without missing the Turnaround Time (TAT)• Transferring investors'… Show more • In my role, I am responsible for managing the rejected payroll of 401K Plan. When payroll reject occur, I meticulously correct the errors by manually inputting the accurate details. I ensure that the payrolls are posted in accordance with the plan cycle.• Manually correcting rejected payroll files on OMNI RSD1 & NCC Tubes to ensure timely posting of payroll the following day, in accordance with the planned cycle, without missing the Turnaround Time (TAT)• Transferring investors' funds to a secure fund manually to ensure that any negative amounts are posted promptly despite market fluctuations• As the designated record keeper for the 401(k) plan, I am responsible for maintaining accurate and up-to-date records of all plan participants. Additionally, I am tasked with preparing the annual census to ensure compliance with regulatory requirements.• I performed routine reconciliations of 401k records against vendor records and delivered weekly reports to both the client and business unit. This consistent reconciliation process ensured accuracy and transparency in financial reporting, facilitating prompt detection and resolution of any discrepancies. • One of the key responsibilities is to verify if whether the plan participant has any outstanding loans that have been paid off or if they have a sufficient account balance to cover the loan payment. Accordingly, it is important to manually adjust loan repayments as needed.• I collaborated with the business unit to address daily payroll rejects, ensuring that payrolls are posted according to the planned cycle and promptly responding to client inquiries via phone calls and emails.• I conducted regular reconciliations of 401k records with vendor records and provided weekly reports to both the client and business unit. Show less

• Respond to customer inquiries in a timely and professional manner, via phone, email, and chat.• Troubleshoot customer issues and provide solutions.• Resolve customer complaints and disputes.• Maintain customer records and update customer profiles.• Monitor customer feedback and provide feedback to management• Handle returns complaints related to the product purchased.• Follow up with customers to ensure satisfaction.• Resolved a high-profile customer dispute… Show more • Respond to customer inquiries in a timely and professional manner, via phone, email, and chat.• Troubleshoot customer issues and provide solutions.• Resolve customer complaints and disputes.• Maintain customer records and update customer profiles.• Monitor customer feedback and provide feedback to management• Handle returns complaints related to the product purchased.• Follow up with customers to ensure satisfaction.• Resolved a high-profile customer dispute, resulting in a positive resolution and a 10% increase in customer loyalty. Show less

• Utilize an Anti-money laundering tool and other internal software driven systems to monitor research, analyze and investigate the transactional activity.• Review documentation thoroughly to mitigate the risk of fraud, money laundering, and identity theft losses. By carefully examining all relevant paperwork, we can ensure the security and integrity of our financial transactions.• Perform a thorough and detailed review of any potential illegal or suspicious activities from start to… Show more • Utilize an Anti-money laundering tool and other internal software driven systems to monitor research, analyze and investigate the transactional activity.• Review documentation thoroughly to mitigate the risk of fraud, money laundering, and identity theft losses. By carefully examining all relevant paperwork, we can ensure the security and integrity of our financial transactions.• Perform a thorough and detailed review of any potential illegal or suspicious activities from start to finish.• Document and report all findings of fraudulent transactions in a timely manner.• Review documentation to prevent fraud, money laundering, and identity theft losses.• Present strategies and findings at monthly department meetings.• Analyzed reports for discrepancies and suspicious activities. Show less