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 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?
- - Graduate, preferable from commerce background (not mandatory)
- - Experience in the US retirement industry (not mandatory)
- - Open to core Night shifts based on business requirements
- - Good verbal & written communication skills
- - Good typing skill and attention to detail.
- - Valuable time management skills
- - Ability to work independently
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 Associate (Gurugram)
🏢 Accenture
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