Skill required: Retirement Solutions

• New Business Processing

Designation: Customer Service Senior Analyst

Qualifications: Any Graduation **Years of Experience:**5 to 8 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.

Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.

Visit us at www.accenture.com

• What would you do?

• Set up new plans and amendments by configuring plan provisions, payroll inputs, file feeds, APIs, and onboarding requirements as per approved documentation.

• Prepare, test, and validate manual, standard, and premier payroll files, identify errors, coordinate fixes, and confirm readiness for production processing.

• Execute plan conversions and de-conversions (DB & DC) by supporting GA ? NAV migrations, internal transfers, employee data imports, notices, and termination activities.

• Perform participant and plan data mapping, validating demographic, payroll, contribution, loan, vesting, beneficiary, and balance data against source systems.

• Conduct pre-conversion data audits, identify missing or incorrect fields, correct legacy data issues, and support data clean-up activities.

• Load and validate bulk data into OMNI, perform QA checks, reconcile totals, and confir

• Support fund mapping activities, validate investment lineup alignment, troubleshoot mapping issues, and verify balances prior to wire execution.

• Validate wire transfer data, confirm accuracy of sources, balances, and applied wires, and support pre- and post-wire reconciliation.

• Process internal DC plan transfers, including notice generation, data validation, asset movement support, and post-transfer checks.

• Monitor and work exception queues, investigate root causes, coordinate corrections, update trackers, and close exceptions within defined timelines.

• Execute IP whitelisting updates (additions, changes, terminations) and support related access and data flow corrections.

• Raise and track Salesforce cases and project updates, upload required documents, update status, and maintain audit-ready records.

• Monitor shared inboxes, respond to bulk and individual requests, follow up on pending items, and escalate issues as required.

• Perform ongoing data reconciliation, including participant balances, contributions, loans, vesting, assets, and liabilities during onboarding, conversion, and closure.

• Support audit requests by gathering data, validating reports, and providing evidence as required.

• Follow SOPs, quality checks, and compliance guidelines, document issues, and support continuous process improvements.What are we looking for? • Up to 7 years of functional expertise in U.S. retirement plans, including both Defined Contribution (DC) and Defined Benefit (DB) schemes, with a strong focus on managing plan and participant -level services and operations.

• In-depth experience in payroll migration and integration cycles, including:

• Conversion: onboarding and setup of new plans.

  • Deconversion: termination and transition of existing contracts or plans.

• Hands-on expertise in plan setup and configuration, including:

• Interpreting plan documents and translating provisions into system logic.

  • Validating eligibility, contribution formulas, vesting schedules, and distribution rules.
  • Troubleshooting chronic setup errors and performing root cause analysis.

• Hands on with developing process documentation (SOP), capturing exceptions, process flow, process maps and NIGO rules

• Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance.

• Mandatory experience in 401(k) and/or 403(b) plan administration, including day-to-day operations, compliance, and client servicing.

• Excellent verbal and written communication skills;

• ASPPA certified

  • Retirement Plan Fundamentals – RPF
  • Qualified 401(k) Administrator

• QKA

  • Qualified 401(k) Consultant- QKC

• Project Management Certification – Preferred Roles and Responsibilities: •In this role you are required to do analysis and solving of increasingly complex problems

• Your day to day interactions are with peers within Accenture

• You are likely to have some interaction with clients and/or Accenture management

• You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments

• Decisions that are made by you impact your own work and may impact the work of others

• In this role you would be an individual contributor and/or oversee a small work effort and/or team

• Please note that this role may require you to work in rotational shifts

Any Graduation

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.
Visit us at www.accenture.com

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