Customer Service New Associate

Skill required: Retirement Solutions - Retirement Planning Services

Designation: Customer Service New Associate

Qualifications:Any Graduation

Years of Experience:0 to 1 years

Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Songall powered by the worlds 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.

What would you do
Processing monetary and non-monetary transactions for assigned clients & transactions. Ensuring accuracy on processed transactions.Review and validate participant requests, ensuring all compliance and documentation requirements are met.Strict adherence non-disclosure of client information by preserving client confidentiality.

What are we looking for
Experience in US Retirement Services domain Defined Contributions Managing participant level services Mandatory Experience in Money Out processes such as Required minimum distribution, Systematic withdrawal, Inservice withdrawal, Rollover out, Lump Sum Distribution.


Roles and Responsibilities: Processing monetary and non-monetary transactions for assigned clients & transactions. Ensuring accuracy on processed transactions.Review and validate participant requests, ensuring all compliance and documentation requirements are met.Strict adherence non-disclosure of client information by preserving client confidentiality.Complies with all client policies, procedures, and Federal State and Local regulations and escalates issues to the management.Researching on any queries and requests sent by the Business Partners and 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.
QualificationAny Graduation