Associate - BCM - Retirement 5A

Genpact•Richardson, TX
•Remote

About The Position

The Associate will support Retirement operations within Genpact’s BCM vertical. The role involves handling routine Retirement transactions, validations, and exception processing in accordance with defined procedures and service standards. The Associate will maintain process documentation and operational trackers, escalate issues to senior team members, and help ensure compliance with control guidelines. The position also includes participating in training and knowledge-sharing, assisting with user-level testing of minor system or process changes, and collaborating with colleagues to complete deliverables on time.

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 Proficient - C2 level.
  • Spanish proficiency required at Proficient - C2 level.

Nice To Haves

  • AINS 101 - Increasing Your Insurance IQ (The Institutes, USA).
  • Associate, Life Management Institute (ALMI) (Life Office Management Association, LOMA).
  • Certified Fraud Examiner (CFE) (ACFE).
  • LOMA 280 - Principles of Insurance (Genpact).
  • LOMA 290 - Insurance Company Operations (Life Office Management Association, 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 updated 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 adhere to service standards.
  • Follow control guidelines and report observed risks or deviations.

Benefits

  • Mentorship and world-class learning opportunities.
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