Key Responsibilities
Continuously engage in contribution and arrears collections and also in Suspense clearance.
Ensure the Schemes under the managed portfolio meets all regulatory Compliance requirements of the Retirement Benefits Authority (RBA) and all RBA compliance documents are maintained.
Develop customer communications, training manuals and write-ups in reference to Retirement Benefits.
Liaison between corporate customers and corporate pension operations team to ensure all customer queries / requests are attended to within the set time lines.
Conduct frequent and regular check-ins, Member educations, with assigned Corporate Customers, ensuring their continued satisfaction and strategic alignment with the services while providing clients with industry expertise.
Continually evaluate customer needs and ensure sustained customer engagements and Keep abreast of customers account activity.
Ensure corporate customers onboarded (continuing customers) have all the required KYC updated and all the scheme contact persons KYC is continually provided for update.
Ensure that all schemes BOT’s and AGM’s are held and attended to and a record of the meeting file notes is maintained.
Constantly liaising with service providers such as scheme custodians, Finance department and investment managers to ensure that set timelines are achieved in relation to member benefits.
Offer technical knowhow to the front office teams handling pension clients.
Confirm the status of new accounts on the system and ensure introductory meetings to corporate pension customers are held with the pension sales team.
Facilitate preparation of scheme financial statements, and act as liaison between trustees, and other service providers during the process.
Perform any other duties as may be assigned from time to time.
Key Performance Measures
As described in your Personal Score Card.
Knowledge, Experience And Qualifications Required
Bachelor’s Degree in business related field.
2- 4 years’ experience in similar position.
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