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