Customer Service Analyst - Retirement Solutions

Customer Service Analyst

Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Analyst
Qualifications:Any Graduation
Years of Experience:3 to 5 years
Language - Ability:English(Domestic) - Intermediate
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do? • 4+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services • Experience in Exception Processing, processing of distributions including recurring payments (- Minimum Distribution Options, RMD, Lifetime Income etc.), process Internal/ External transfers, IRA contributions etc for Pension plans, IRA’s, Personal Annuities etc. You would be part of Retirement services team, Experience in the US retirement industry specifically 401k , 403B, Moneyout, Lumpsum, Defined contribution, Client Service Management, Plan document, Plan Implementation Process of inputting, updating, or managing information in various digital formats. This includes tasks such as typing data into spreadsheets or databases, verifying accuracy, and ensuring that information is organized and accessible. Data entry services are often outsourced to specialized providers for efficiency and accuracy in handling large volumes of data.
What are we looking for? •Ability to handle disputes •Ability to meet deadlines •Ability to perform under pressure •Problem-solving skills •Written and verbal communication •In this role you are required to do analysis and solving of lower-complexity problems • Your day to day interaction is with peers within Accenture before updating supervisors • In this role you may have limited exposure with clients and/or Accenture management • You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments • The decisions you make impact your own work and may impact the work of others • You will be an individual contributor as a part of a team, with a focused scope of work • Please note that this role may require you to work in rotational shifts
Roles and Responsibilities: • Process monetary and non-monetary transactions for assigned clients/transactions. Ensure accuracy on transactions processed • Be responsible for completing items assigned in a timely fashion • Strict adherence of non-disclosure of client information by preserving client confidentiality. • Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. • Research on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with stipulated time. • Identify and help drive process improvements and automation opportunities. • Ensure Quality Control standards that have been set are adhered to. • Excellent organizational skills with ability to identify and prioritize transactions (high value/ aging etc). • Completing assigned responsibilities and projects within timelines apart from managing daily BAU.