Skill required: Retirement Solutions - Retirement Planning Services
Designation: Customer Service Current 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 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 New Associate Gurugram
🏢 Accenture
📍 Gurugram