Skill required: Retirement Solutions - Retirement Planning Services

Designation: Customer Service Recent Associate

Qualifications:Any Graduation

Years of Experience:0 to 1 years

What would you do?

- Processing monetary and non-monetary transactions for assigned clients transactions. Ensuring accuracy on transactions processed

- Strict adherence 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.

What are we looking for?

- Experience in US Retirement Services domain.

Defined Contributions

Managing participant level services

- Experience in Money Out processes such as Inservice withdrawal, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions.

Roles and Responsibilities:

- Processing monetary and non-monetary transactions for assigned clients transactions.



Ensuring accuracy on transactions processed

- Strict adherence 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 and 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.

Qualification Any Graduation

📌 Customer Service New Associate (Gurugram)
🏢 Accenture
📍 Gurugram