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A new day in healthcare. Together, CVS Health and Aetna help people on their path to better health.

Financial Reporting and Customer Service Consultant

Primary Location: Hartford, Connecticut
Additional Locations: CT-Hartford

Job Description:

Provide thorough, accurate and timely internal financial reporting, and excellent
customer service to pension plan sponsors.

Fundamental Components:

This position involves two critical areas of responsibility:

1)Financial reporting functions related to investment income
allocation and capital gains and losses for monthly and quarterly reporting
cycles, in collaboration with other internal reporting areas.

2)Customer service to pension plan sponsors related to pension
funding contracts, including financial reporting, billing, pension annuity
payments and associated reserves, client communications and responding to
client inquiries.

The position entails extensive use of Microsoft office products
(Excel, Word, Access), mainframe systems, Oracle, and communication tools.

Required Skills:

Solid financial and mathematical aptitude. Familiarity with
financial and accounting concepts.

Strong technical skills; facility with financial concepts and

Excellent customer service and communication skills (written and
oral) – ability to grasp financial and pension concepts and explain them
clearly to external and internal parties.

Conscientious and attentive to detail - high degree of accuracy
and timeliness in all responsibilities.

Well organized; ability to manage many different open
responsibilities at once.

Ability to work well individually and as an effective team member.

Analytical and problem solving skills.

Desired Skills:

Understanding of defined benefit pension plans, benefits, forms of annuity, group annuity contracts, and
related history and regulations.

Background Experience:

Experience Desired:

  • Successful experience demonstrating the position’s required skills
  • Experience and facility with Microsoft Office products (Word,
  • Project, PowerPoint, Outlook) and Oracle database applications
  • Proficient use and understanding of the Microsoft Office Excel product
  • Experience in a customer service environment

Required Skills:
Service - Demonstrating Service Discipline, Technology - Leveraging Technology, Finance - Managing Aetnas Assets

Desired Skills:
General Business - Communicating for Impact, Leadership - Collaborating for Results

Technology Experience:
Desktop Tool - TE Microsoft Excel

Potential Telework Position:

Percent of Travel Required:
0 - 10%

EEO Statement:
Aetna is an Equal Opportunity, Affirmative Action Employer

Benefit Eligibility:
Benefit eligibility may vary by position. Click here to review the benefits associated with this position.

Candidate Privacy Information:
Aetna takes our candidate's data privacy seriously. At no time will any Aetna recruiter or employee request any financial or personal information (Social Security Number, Credit card information for direct deposit, etc.) from you via e-mail. Any requests for information will be discussed prior and will be conducted through a secure website provided by the recruiter. Should you be asked for such information, please notify us immediately.

Click To Review Our Benefits (PDF)


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