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Skill required: Retirement Solutions - Retirement Planning Services

Designation: Customer Service Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 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. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.

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 setting 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 ImplementationCovers 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




2+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services Expertise in Money In processes such as Asset transfer, enrollments, record keeping services, account maintenance, IRA contributions, file processing, etc. Address change verification:Verify participantsaddresses using tools provided by public records system and the United States Postal Service. Hands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rules Processing monetary and non-monetary transactions for assigned clientsransactions. Ensuring accuracy on transactions processed Demonstrated knowledge of rollover in/transfer forms. Ability to perform enrollment requests. Knowledge of IGO/NIGO is a must. 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. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU. Support creation of procedure documents - SOPs

Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelinesYour expected interactions are within your own team and direct supervisorYou will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignmentsThe decisions that you make would impact your own workYou will be an individual contributor as a part of a team, with a predetermined, focused scope of workPlease note that this role may require you to work in rotational shifts

Qualification
Any Graduation

Apply on Kit Job: kitjob.in/job/4731k5

📌 Customer Service Associate (Bengaluru)
🏢 Accenture
📍 Bengaluru