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Ops Processing Specialist (Escalations)

Ops Processing Specialist (Escalations)

Corebridge FinancialHouston, TX, US
30+ days ago
Job type
  • Full-time
Job description

Retirement Services Escalations And Advisor Support Team Member

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network.

We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

As a member of the Retirement Services Escalations and Advisor Support team, you will be helping clients and advisors with various financial services that impact their accounts. You will be responsible for assisting with inquiries and escalations from the Client Care Center and our Financial Advisors. You will work directly with our internal partners to resolve inquiries quickly and thoroughly.

Responsibilities :

  • Work closely with internal and external customers and other departments, researching all approaches to meet client needs.
  • Use positive customer relations skills to communicate accurately, clearly detailed and professionally.
  • Liaison with Processing Teams, Client Care Center, Financial Advisors, and Relationship Managers.
  • Evaluate and resolve escalated and high priority cases using research skills and alternative approaches.

Skills and Qualifications :

  • 2+ years of experience on a Retirement Services processing team or in the Client Care Center.
  • Excellent communication skills, both verbal and written. Must be able to display strong letter writing and email etiquette when communicating internally and externally.
  • Extraordinary attention to detail, accuracy, and quality.
  • VSystem, AWD, Agilenet, SAP, Lotus Notes databases experience
  • Proven problem solving skills and the ability to meet deadlines.
  • Ability to prioritize and manage caseload.
  • Work Location :

    This position is currently designated as remote.

    Why Corebridge?

    At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

    Benefit Offerings Include :

  • Health and Wellness : We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings : We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program : Confidential counseling services and resources are available to all employees.
  • Matching charitable donations : Corebridge matches donations to tax-exempt organizations 1 : 1, up to $5,000.
  • Volunteer Time Off : Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off : Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
  • We are an Equal Opportunity Employer

    Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

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    Processing Specialist • Houston, TX, US

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