Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Associate
Qualifications:Any Graduation
Years of Experience:1 to 3 years

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What would you do This role will require a broad understanding of the US retirement services domain (401K 403B) and key features of Defined Contribution and Defined Benefits operations. Trainee Analysts will be placed in any of the retirement services processes within TIAA Client Services and will be expected to learn and perform the relevant function and its activities as per standard operating procedures. The processes are rule based, and any exception would have to be performed with the help of the process owners / leads. These processes are extensions of those which support the middle office and/or back-office operations for the larger TIAA business in the United States of America. TIAA India Client Services supports the Retail Institutional business; hence the Trainee role is extremely important as it can impact the services provided by TIAA to its Clients, and among others, Business Unit SLAs, Positive/Negative Client Experience,



Regulatory Implications and Reputational RiskResponsible for completing all allocated tasks within the stipulated timeframe.Maintain 100% quality and meet all desired deliverablesHave a strong eye for detail and good understanding of the documentation processStandardized process documents (SOPs) where necessary, based on the guidance from process leads US business partners.Updating and maintaining process task sheet/documentation for his/her own tasks
What are we looking for Graduate (mandatory), preferably from commerce backgroundExperience in the US retirement industry.Flexible to work in US Shifts (Across time zones based on business requirement) is a must.Good verbal written communication skills in EnglishGood typing skill and attention to detail.Good working knowledge of MS ExcelGood time management skillsAbility to work independently3+ Years PreferredUS Retirement Services domain Defined Contributions - Institutional ServicesUnderstanding of US 401K and 403B businessStrong math and analytical skillsExcellent verbal and written communication skills.Sharp sense of urgency when neededShows positive judgment and take initiative to accomplish tasksMaintains confidentialityWorks independentlyAbility to make decisions and solve problems while working under pressureTime management Attention to DetailMS Excel proficiency.Thorough team playerReview and updates plan configuration fields.Good Attention to detail with research and timely resolution ability.Ability to work in centers of excellence model.



Excellent written communication skills ASPPA Certified (Preferred)CRPS (Preferred)
Roles and Responsibilities: Strict adherence to non-disclosure of client information by preserving client confidentiality.Comply with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.Research on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.Ensure Quality Control standards that have been set are adhered to.Responsible for completing all allocated tasks within the stipulated timeframe.Maintain 100% quality and meet all desired deliverablesHave a strong eye for detail and good understanding of the documentation processStandardized process documents (SOPs) where necessary, based on the guidance from process leads US business partners.Updating and maintaining process task sheet/documentation for his/her own tasksBe a thorough team player, with ability to work as part of a team, collaborate with peers and US business partnersComplete workflow (e.g., Unified Workflow) tasks and upload final artifacts for audit.Taking active participation in process improvements and automation.Identify potential areas that require additional controlsProactively offers solutions to improve the project and the clients experience as it pertains to data, data feeds, and related processes.Quality Execute work with flawless accuracy, review own work and minimize rework as much as possible.SLA Ensures that all the required SLA agreed upon are met and plan/propose solutions wherever it necessary to improve them

Qualification
Any Graduation

📌 Customer Service Associate (Bengaluru)
🏢 Accenture
📍 Bengaluru