Defined Benefits Specialist

Location: Remote, US
Categories: Client Relationship Management / Service Delivery
Req ID: 2023-77221

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Job Description

About Conduent

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments – creating exceptional outcomes for our clients and the millions of people who count on them.

You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.

Job Description

Defined Benefits Specialist


1.Utilize databases, data collection systems, data analytics, account management systems and other strategies that optimize pension processing efficiency

2.Acquire data from primary/secondary data sources, maintain databases/data systems and account management systems

3.Review retirement documentation to finalize participants’ retirement benefits in the account management system

4.Explain retirement benefit plans options, policies, procedures, and legal requirements to participants/beneficiaries

5.Accurately performs complex and non-complex pension projections and final retirement calculations of accrued benefits

6.Perform complex & non-complex research and data analysis, and provide resolution to inquiries from participants, client and/or third parties

7.Acquire and relay relevant information and documentation to plan participants/beneficiaries

8.Maintains knowledge of legal and regulatory changes, trends, and other developments which affect retirement benefits/Plan requirements/SPDs

9.Confers with leadership and team members to resolve uncommon issues

10.Perform other duties as assigned

Required Skills

•Excellent interpersonal skills

•Effective listening skills

•Excellent organizational skills and attention to detail

•Ability to understand plan rules related to retirement benefits

•Ability to clearly explain retirement plan options in easily understand terms

Essential Knowledge

•Defined Benefits (DB)/Retirement Plans, Client Services


Required: High School Diploma

4-6 years’ experience with retirement, financial planning or actuarial services required


Preferred: Bachelor’s degree in Business Administration, Human Resources or a related field

At least two years’ of experience with retirement, financial planning or actuarial services required


Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.

People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by clicking on the following link, completing the accommodation request form, and submitting the request by using the “Submit” button at the bottom of the form. For those using Google Chrome or Mozilla Firefox please download the form first: click here to access or download the form. You may also click here to access Conduent’s ADAAA Accommodation Policy.

At Conduent, we value the health and safety of our associates, their families and our community. Under our current protocols, we do not require vaccination against COVID for most of our US jobs, but may require you to provide your COVID vaccination status, where legally permissible.