Skill required: Retirement Solutions - Data Entry 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.

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 ImplementationProcess 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 Money Movement Services (MMS) teams objective is to process work related to transferring funds from external carriers into TIAA retirement account of the Plan Participant. The function involves verification/validation of information provided in Asset Transfer Forms and generating Letter of Acceptance to financial institutes, carriers and plan participants.US Retirement Services domain Working knowledge in 401k, 403b, payment processing Good Attention to detail with research and timely resolution ability.Ability to work in complex challenging situations.Excellent written communication skills ASPPA Certified (Preferred)

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 shiftsPerform all Money Movement Services functions in accordance with the SOP.Reviewing information provided by the plan participant in the Asset Transfer FormsResearch /validate if there are any plan restrictions that will stop the rollovers inRequest and send appropriate Letter of acceptance to carriers and plan participantsFollow-up mailings and documentation in compliance with regulatory requirementsFunds ValidationManage assigned cases in time with accuracyAdhere to the Service levels meet the desired numbers monthly.
QualificationAny Graduation

📌 Customer Service Associate (Pune)
🏢 Accenture
📍 Pune