- 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
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.