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Lead Associate

Date: Jun 10, 2021

Location: Bangalore, KA, IN, 562110

Company: SLK Software

ý    Ensures complete and accurate assumption of participant records for new clients. This
includes set up of new clients, conversion of existing balances from prior recordkeepers,
proficiency in all aspects of reconciliation, compliance and services related to plans.
ý    Coordinates and manages responses to client service requests during installation and
conversion process. This is achieved through reconciliation of plan assets, report and
statement production, communications with clients, and timeline creation and maintenance.
ý    Capable of handling installation processing of start up plans and standard takeover plans.
ý    Works closely with managers and participates in team environment, assisting others and
monitoring team progress.
ý    Ensure all assigned work and tasks are completed in a timely manner.
ý    Other duties as assigned.