Job Description

We are a technology-enabled financial services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

Position Purpose: This position is primarily responsible to perform the Accounts receivable transaction-based process for US retirement domain.

Role and KEY RESPONSIBILITIES

  • Possess knowledge of accounts receivable subprocesses such as customer setup/maintenance, billing, cash application, collections, bad debt, write-offs, and fee recovery/adjustments from plan/trade assets.

  • Better understanding on end-to-end deconversion process, including offboarding customers by generating pending bills through reconciliation and ensuring the timely recovery of outstand...
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