Support the delivery of the agreed upon service to the client(s). Provide operational / transactional support including, record keeping, transition processing, and managing other transactional-based services.
For transaction-based positions, work requests are typically not received directly from the client but rather through a predefined system or on a predefined schedule.
Interaction with the client may be limited to receiving data, e-mails or collecting predefined data. Responsible for upholding the Service Level Agreements (SLAs), tracking volumes, auditing transactions, and achieving a high level of client satisfaction.
Works closely with Client Relationship Managers or Operational Managers to resolve issues and identify opportunities for increasing the value of the service to the client(s). The Role
This position will assist the Benefits Outsourcing / Retirement
Project Managers on the financial management of mid-size outsourcing
projects.Clearly communicate with and
support client teams and the financial management of their projects.Understand the drivers of financials and how
project financials translate to LOB / Practice financials.
support on a monthly basis
Revenue Recognition Policy
processes preferably in a professional services environment.
request and duties
procedures and to enforce as necessary