Customer Service Senior Analyst

Skill required: Retirement Solutions - Retirement Planning Services


Designation: Customer Service Senior Analyst


Qualifications:Any Graduation


Years of Experience:5 to 8 years


What would you do We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.
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
Covers the full range of services needed throughout a plans life, including plan development enhancement, sales marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed variable deferred annuities (qualified non qualified), as well as corporate retirement funds.


What are we looking for 5+ years of experience in US Retirement Services domain Defined Contributions - Institutional Services

3+ years of mandatory experience as a Client Agreement Consultant specialist with core competence in preparing and amending;

Updation of the Customer client agreement documents based on changes in the plansproducts, services, pricing, and contractual terms for their recordkeeping services

Submit request for update to recordkeeping agreement

Review the request and determine the proper documentation that is needed for the implementation

ASPPA Certified (Preferred)
Conduct research prepare appropriate documents and upload to a system

Send document to client for signature. Update agreements based on client feedback.

Update agreements based on client feedback

Verify the appropriate signatory executed the agreement and prepare any ancillary documents needed.

Coaching and mentoring others to draw out their skills and expertise

Strong leadership skills, with the ability to motivate and inspire team members

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.


Roles and Responsibilities:

In this role you are required to do analysis and solving of increasingly complex problems

Your day to day interactions are with peers within Accenture

You are likely to have some interaction with clients and/or Accenture management

You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments

Decisions that are made by you impact your own work and may impact the work of others

In this role you would be an individual contributor and/or oversee a small work effort and/or team

Please note that this role may require you to work in rotational shifts


Qualification Any Graduation