Ops Business Support - Client Communications Lead

Ops Business Support - Client Communications Lead

4 days ago Be among the first 25 applicants

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.

We align to a set of values that are the core pillars that define our culture and help bring our brand purpose to life.

• We are stronger as one:
  We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments:
  We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate:
  We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive:
  We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

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 Operations Business Support Team, you will be tasked with supporting various forms of written communications output for our participant population. This can include support of daily financial confirmations, email notifications, mass mailings (as required), proxy notices, quarterly statements, and Investor Portfolio Statements (IPS). This requires strong communication and collaboration with colleagues across various internal departments. Additionally, maintaining high quality outputs and supporting a strong control environment are crucial for the role.

Our career progression program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation. We provide you with the training and opportunity for development along with a pay‑for‑performance culture to earn additional recognition and bonuses.

• Support frequent reconciliation between record‑keeping system and SAP.
• Support balancing processes to reconcile output generated matches various reports.
• Support processes to process invoices applicable to client communications to third‑party vendors.
• Perform analysis using team‑supplied tools for defining mailing population based on mutual fund holdings for proxies.
• Ensure clear requirements are supplied and written to validate outputs of mailing projects.
• Partner with team members to support the quarterly statement process inclusive of messaging, approvals, vendor partnership and executing existing controls for completeness checks.
• Clearly communicate issues and status to internal partners and vendors.

• 2+ years of experience in operational roles.
• General knowledge of retirement services/group retirement life insurance required; CRBG system/platforms knowledge preferred.
• High school diploma or GED required – college preferred.
• Track record of acting with a sense of urgency, learning new and complex skills and results oriented.
• Desire to raise the bar on the customer service experience delivered.
• Must possess strong organization and planning skills.
• Candidates who work well within a team environment.
• Individuals who reject negativity and passivity, accept responsibility, and understand the greater reward of a healthy team environment.
• Excellent communication skills with ability to empathize with the end customer; seeks to understand their needs.
• Excellent problem solving and analytical skills; to include raising…