Analyst

• Process and disburse financial transactions from retirement accounts to account holders including wires, check disbursements, deposits, and ACH transactions.
• Evaluate, approve, and process retirement account requests received from clients under general supervision.
• Acquire and maintain knowledge of IRS rules and tax codes; follow internal regulations, SEC, and IRS requirements.
• Research individual account activity to resolve account and plan related issues for internal and external customers.
• Perform quality reviews, prepare manual investment transactions, field incoming emails, monitor department inboxes and workflow queues, and meet daily deadlines.
• Enhance client experience by providing feedback to streamline processes and increase efficiency.

Distribution Analyst II

Senior Analyst, IT Application CPQ, Variant Configuration

Analyst, Consumer & Customer Insights

Operational Language Analyst

Operational Language Analyst, Chinese

Scheduling Analyst