Associate - BCM - Retirement 5A
About The Position
The Associate supports Retirement operations within the BCM vertical by completing routine transactions, validations, and exception processing in accordance with defined procedures. The role maintains process documentation and operational trackers, escalates issues to senior team members, participates in training and knowledge-sharing, and assists with user-level testing of minor system or process changes. The Associate works with teammates to meet delivery and service standards while following control guidelines and reporting observed risks or deviations. The position is remote, with any work shift in the United States. Candidates based in Los Angeles, California, are not eligible. The approximate annual base compensation range is USD 31,200 to USD 39,000; actual offers depend on factors including experience, skills, location, and internal equity.
Requirements
- Bachelor’s degree in Commerce, Economics, or Finance, or a Master’s degree in Business Administration or Business Analytics.
- Required skills: Banking Capital Markets, Regulatory Reporting, Risk Management, and Wealth Management.
- English proficiency required at C2 level.
- Spanish required.
Nice To Haves
- AINS 101 - Increasing Your Insurance IQ (The Institutes).
- Associate, Life Management Institute (ALMI) (LOMA).
- Certified Fraud Examiner (CFE) (ACFE).
- LOMA 280 - Principles of Insurance (Genpact).
- LOMA 290 - Insurance Company Operations (LOMA).
Responsibilities
- Execute Retirement operations tasks accurately and in line with defined procedures.
- Handle routine Retirement transactions, validations, and exception processing using basic domain knowledge.
- Maintain process documentation and update trackers to ensure operational records are complete and accurate.
- Escalate issues and exceptions to senior team members with relevant details and observations.
- Participate in training sessions and knowledge-sharing forums to build domain expertise and stay current on process changes.
- Assist in testing and validating minor system or process changes from a user perspective.
- Collaborate with team members to complete deliverables on time and meet service standards.
- Follow control guidelines and report observed risks or deviations.
Benefits
- Hands-on experience, mentorship, and learning opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
