Analyst I Business Process Transactions

DXC Technology•Tulsa, OK

About The Position

The Plan Services & Operations Specialist supports complex retirement and annuity operations, including plan audits and reporting, financial reconciliation, complex service resolution, complaint research, and fraud-related matters. The role helps maintain the integrity and accuracy of plan servicing by identifying, researching, and resolving operational issues in accordance with established procedures and requirements. The specialist independently investigates servicing requests using multiple systems and documentation sources, identifies discrepancies, and works with internal business areas and plan administrators to resolve them. The position also contributes to special projects and process-improvement initiatives intended to strengthen controls and consistency across Plan Services.

Requirements

FINRA Series 6 registration is required.
Experience within retirement services, annuity operations, plan services, financial services, or a related operational environment.
Knowledge of retirement plans and/or annuity products.
Experience researching and resolving complex plan, transaction, and financial servicing matters.
Strong analytical, research, reconciliation, and problem-solving skills.
Demonstrated attention to detail and a strong focus on accuracy and quality.
Ability to work independently, exercise sound judgment, and take ownership of issues through resolution.
Strong organizational and time-management skills, including the ability to manage competing priorities.
Strong written and verbal communication skills.
Experience collaborating with internal business partners, plan administrators, or other external stakeholders.
Proficiency with Microsoft Excel and other Microsoft Office applications.

Responsibilities

Research and resolve complex plan servicing requests involving participant, contract, transaction, and financial activity.
Review information across multiple systems and supporting documentation to identify discrepancies and determine appropriate resolutions.
Perform financial and transactional research and reconciliations as needed.
Partner with internal business areas, plan administrators, and other stakeholders to resolve outstanding service issues.
Maintain complete and accurate documentation of research, findings, actions taken, and resolutions.
Manage multiple requests and priorities while meeting established service expectations and deadlines.
Identify opportunities to improve processes, strengthen controls, reduce rework, and promote consistency across Plan Services.
Support operational initiatives, process improvements, and special projects as assigned.
Engage in Plan Audit and Plan Reporting activities as needed, including research, reconciliation, documentation, tracking, and responding to requests for plan-level information.
Perform other duties and responsibilities as assigned based on business and operational needs.