POONAM YADAV
Client Service Specialist
Jaipur
Summary
Dynamic and results-oriented Retirement Account Service Specialist with extensive experience in managing Defined Benefit (DB) and Defined Contribution (DC) retirement plans, including 401(k). Proven success in delivering high-quality service within SLA frameworks, executing complex financial transactions, and performing data analysis to drive process improvements. Skilled at leveraging Management Information Systems (MIS) and maintaining client satisfaction through strong communication and problem-solving abilities. Experienced with managing client accounts and ensuring seamless service delivery. Utilizes strong communication skills to build and maintain client relationships. Track record of effectively addressing client issues and contributing to team goals in fast-paced settings.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
4
4
Certificates
Work History
Retirement Account Service Specialist
Principal Global Services
Pune
01.2021 - Current
- Managed daily operations and year-end administration for US-based DB/DC retirement plans.
- Processed enrollments, contributions, distributions, loans, and fund transactions efficiently.
- Ensured SLA compliance across Turnaround Time (TAT), productivity, and quality metrics.
- Conducted rigorous reviews for accuracy and adherence to standard procedures.
- Resolved escalated account discrepancies through independent analysis.
- Maintained accurate client records using the Global Retirement and Pension Application (GRPA) system.
- Facilitated internal audits for a 20+ member team by maintaining detailed documentation.
- Supported knowledge sharing with clients on retirement products and conducted need assessments.
- Collaborated with SMEs for material review and delivery optimization.
Education
BCA -
Sinhgad College of Science
04.2015 - 04.2018
MBA - Finance & Marketing
Sinhgad College of Science
Pune IN 04.2019 - 04.2021
Skills
Customer Support
undefinedCertification
Bloomberg Certification
Languages
English
Hindi
Timeline
Retirement Account Service Specialist
Principal Global Services
01.2021 - Current
MBA - Finance & Marketing
Sinhgad College of Science
04.2019 - 04.2021
BCA -
Sinhgad College of Science
04.2015 - 04.2018
Key Skills
Retirement Plan Administration (DB/DC), 401K & Defined Contribution/Benefit Plans, Financial Transaction Handling, Service-Level Agreements (SLA) Management, Report Validation & Client Reporting, Management Information Systems (MIS), Data Analysis & Critical Analysis, Microsoft Office Suite (Word, Excel, PowerPoint), Global Retirement and Pension Application (GRPA), Exceptional Customer Service, Strong Research & Analytical Skills, Problem Solving & Critical Thinking, Adaptability to Change, Self-starter & Proactive Initiative, Multi-tasking & Deadline Management, Team Collaboration & Partnership Development, Proficiency in Computer Operations & Keyboard Skills, Understanding of Financial Services Industry
Awards
- "Gem of the Month" Award - 3x Winner
- Recognized for managing multiple assignments to client specifications.
- State-Level Winner - DD National Yoga Competition
- District-Level Winner - Dance Competition
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