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
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? • Processing monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. • Ensures all items are processed and\or resolved in a time. Supports business in ensuring positive audit results • Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. • Perform research on all processing irregularities and drive issues to resolution • Strict adherence non-disclosure of client information by preserving client confidentiality. • 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. 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? • 2+ years of experience in US Retirement Services domain – Defined Contributions - Managing participant level services • Experience in Money In processes such as Contributions processing, loan repayments, Indicative data files and manual adjustments, Rollovers contribution, Suspense • Bachelor’s degree • Experience in the US retirement industry (not mandatory) • Open core Night shifts based on business requirements • Good verbal & written communication skills • Good typing skill and attention to detail. • Good time management skills • Ability work independently
Roles and Responsibilities: •• Processing monetary and non-monetary transactions for assigned clients\transactions. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc. • Ensures all items are processed and\or resolved in a time. Supports business in ensuring positive audit results • Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. • Perform research on all processing irregularities and drive issues to resolution • Strict adherence non-disclosure of client information by preserving client confidentiality. • 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. • Excellent organizational skills with ability identify and prioritize high value transactions. • Completing assigned responsibilities and projects within timelines apart from managing daily BAU.