Service Analyst

Job Title

Location: Jersey City, NJ

Work Mode: Hybrid (Remote Monday and Friday; Onsite Tuesday–Thursday)

Duration: 6-Month Contract

Responsibilities:

• Sort and organize incoming mail, faxes, emails, and OneDrive files; assign to appropriate teams
• Index PDF documents into Global Search to maintain up-to-date records
• Review participant contract data for accuracy and completeness
• Prepare and send correspondence to contract participants
• Assign inbound correspondence to service representatives
• Monitor and track response timelines, ensuring timely follow-up
• Maintain accurate records in workflow systems and participant files
• Review forms and documents for compliance
• Process routine non-financial account activities
• Provide clear explanations of basic functional information to participants and colleagues
• Answer participant phone inquiries with clarity and professionalism
• Assist with locating missing participants and uncashed checks, including obituary searches
• Help employees locate tax forms when needed

Requirements:

• Strong organizational skills
• Familiarity with Microsoft Office Suite
• Ability to work remotely using VPN
• Basic familiarity with Microsoft tools
• Ability to pivot quickly and maintain focus on repetitive tasks
• Attention to detail and punctuality

Preferred Skills:

• Associate's or Bachelor's degree preferred, or equivalent experience
• No prior experience required—on-the-job training provided. Corporate experience a plus.
• Chatbot familiarity