Specialist Plan Changes
Job ID R.0062164 Primary location Bengaluru, Karnataka Date posted 09/21/2026 Worker type Regular Workplace flexibility HybridOur vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Job Summary: -
The primary responsibility of Plan Change Team is fulfilling complex plan change requests initiated by clients. This Process deals with Plan level activity where teams make changes in system for plans that are live. Team handles Adding Money Types/Investments, setup Disbursement Rule, Update Vesting, Eligibility and other financial transactions. Perform research and validate plan setup and changes made to plans. Along with it make sure that team adhere to timelines and remain flexible to change in requirements from clients.
Primary Duties and Responsibilities: -
- Responsible for the support and processing of plan level changes as directed by clients and internal stakeholders
- Communicate results and discrepancies, including missing, incomplete, or unclear information or requests to the appropriate individuals for problem solving and clarification
- Strong attention to detail
- Accurately complete assigned Service Requests with service standards
- Perform research and validate plan level changes made to plans
- Handle complex task types with eye to detail while making changes in system
- Delegates inquiries to the appropriate unit for timely resolution
- Work independently with minimal dependency on seniors
- Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously
- Adheres to the standard operations deadlines
- Ability to handle fast paced order processing environment, repetitive duties and ability to embrace change positively
- Compose routine written correspondence and conducts research into problems and inquiries
- Flexible and willing to work U.S. shift hours and rotational shifts based on business requirements.
Background and Qualifications:
- Bachelor’s degree, preferably in a business-related field.
- 1.5+ Years of financial services experience
- Minimum of 1 years of experience in any domain, preferably in Retirement Services.
- Excellent time management
- Excellent verbal and written communication
- Prior experience and understanding of various IRS codes: 401(k), 401(a), 403(b), 457, etc.
- Understanding of retirement plan rules and IRS codes preferred
- Ability to facilitate the research and resolution of problems
- Strong attention to detail skills required
Flexible working in US shift and rotational shift based on business requirements
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
-
Senior Snowflake Platform Administrator
United StatesTechnology -
Retirement Plan Counselor - Oregon
Portland, OregonPortland, Oregon Wealth Management, Financial Advisor, Workplace Solutions, Client Services -
Senior Manager Client Services - February 2027 Start Date
City of Taguig, PhilippinesCity of Taguig, Philippines Workplace Solutions -
Strategist Experimentation
Bengaluru, IndiaBengaluru, India Wealth Management, Financial Advisor
No saved jobs.
-
Senior Snowflake Platform Administrator
United StatesTechnology -
Retirement Plan Counselor - Oregon
Portland, OregonPortland, Oregon Wealth Management, Financial Advisor, Workplace Solutions, Client Services -
Senior Manager Client Services - February 2027 Start Date
City of Taguig, PhilippinesCity of Taguig, Philippines Workplace Solutions -
Strategist Experimentation
Bengaluru, IndiaBengaluru, India Wealth Management, Financial Advisor
No saved jobs.
Who we are
Like our name says, we empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.
Our hiring process is simple
As soon as you hit apply, we get to work. Here’s what to expect, how to prepare, and when we’ll be in touch.
The Currency
Want to stay in the know with the latest money news? The Currency covers financial views shaping how we live, work, and play.
Join our Talent Community
Sign up to get job alerts tailored to your interests. Choose your preferred job categories and locations and upload your resume so we can match you to the right opportunities.