Skill required: Retirement Solutions - Retirement Planning Services

Designation: Customer Service Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 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 adaptable 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 2+ years of experience in US Retirement Services domain Defined Contributions Managing Institutional contributions/ payroll contributions

Payroll file management, Suspense resolution, Client communication (email and phone), Lockbox management
Processing monetary and non-monetary transactions for assigned clientstransactions. Includes;

Manual formatting non standard payroll files received (large data), excellent excel skills, data formatting, text to column de-limit. Analytical skills to separate out various contribution sources

Suspense resolution, research and match contributions that dont auto match to a source

Individual contributions - Create deposit TSA/ TPA others, based on contribution received from Lockbox, Wire, ACH, Cheques

Communication: Respond to client inquiries over email, reach out to plan administrators (emails and phone calls) to resolve suspense contributions

Roles and Responsibilities:
- 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

Qualification Any Graduation

📌 Customer Service Associate (Hyderabad)
🏢 Accenture
📍 Hyderabad