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?
- Processing monetary and non-monetary transactions for assigned clients & transactions. Ensuring accuracy on processed transactions.
- Review and validate participant requests, ensuring all compliance and documentation requirements are met.
- Strict adherence non-disclosure of client information by preserving client confidentiality.
What are we looking for?
- Experience in US Retirement Services domain Defined Contributions Managing participant level services
- Mandatory Experience in Money Out processes such as Required minimum distribution, Systematic withdrawal, Inservice withdrawal, Rollover out, Lump Sum Distribution.
Roles and Responsibilities:
- Processing monetary and non-monetary transactions for assigned clients & transactions. Ensuring accuracy on processed transactions.




- Review and validate participant requests, ensuring all compliance and documentation requirements are met.
- Strict adherence non-disclosure of client information by preserving client confidentiality.
- Complies with all client policies, procedures, and Federal State and Local regulations and escalates issues to the management.
- Researching on any queries and requests sent by the Business Partners and 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 Associate Gurugram
🏢 Accenture
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