Customer Service Associate - Retirement Solutions

Customer Service Associate

Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Associate
Qualifications:Any Graduation
Years of Experience:1 to 3 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? • 3+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services • 2+ years experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child support • Hands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rules • ASPPA Certified (Preferred) 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? • Good verbal & written communication skills • Good typing skill and attention to detail. • Good time management skills • Ability work independently • Bachelor’s degree • Experience in the US retirement industry mandatory •In this role you are required to solve routine problems, largely through precedent and referral to general guidelines • Your expected interactions are within your own team and direct supervisor • You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments • The decisions that you make would impact your own work • You will be an individual contributor as a part of a team, with a predetermined, focused scope of work • Please note that this role may require you to work in rotational shifts
Roles and Responsibilities: • Strict adherence to 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. • Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. • Taking active participation in process improvements and automation. • Ensure Quality Control standards that have been set are adhered to. • Adherence to client SLAs • Identify potential areas that require additional controls • Excellent organizational skills with ability identify and prioritize high value transactions. • Completing assigned responsibilities and projects within timelines apart from managing daily BAU. • Creating and updating procedure documents while ensure that the standards are followed.