Skill required:

Retirement Solutions

• Data Entry Services

Designation:

Customer Service Associate

Qualifications:

Any Graduation

Years of Experience:

1 to 3 years

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What would you do? 1. Front-ending the Plan Sponsor communication for LOB – providing white-glove service and acting as the first point of contact with an emphasis on Relationship Management 2. Coordinating with transaction processing teams to research the status of pending requests and communicating with the Plan Sponsors/ Consultants 3. Strict adherence non-disclosure of client information by preserving client confidentiality 4. Liaison with the teams working on setting up of or making changes to the Plan and assisting in project management for such changes 5. Providing assistance (voice as well as email) to the Plan Sponsors and Regional Sales Leads with a sense of urgency 6. Excellent organizational skills with ability to identify root causes of misses in the process 7. Comply with all client policies, procedures, and Federal/State/Local regulations and escalate issues to the manage You would be part of Retirement services team, Experience in the US retirement industry specifically 401k , 403B, Moneyout, Lumpsum, Defined contribution, Client Service Management, Plan document, Plan Implementation Process of inputting, updating, or managing information in various digital formats. This includes tasks such as typing data into spreadsheets or databases, verifying accuracy, and ensuring that information is organized and accessible. Data entry services are often outsourced to specialized providers for efficiency and accuracy in handling large volumes of data.
What are we looking for? 1. 2+ years of experience in US Retirement Services domain – Defined Contributions

• Managing plan sponsor level communications 2. Experience in Plan Sponsor management – providing services related to changes/edits in Plans, coordinating with internal business teams, escalation management, part of the team managing relationship with specific plan sponsors • Bachelor’s degree • Experience in the US retirement industry • Open for evening shift • Good verbal & written communication skills • Good typing skill and attention to detail • Good time management skills • Ability to work independently

Roles and Responsibilities:

1. Front-ending the Plan Sponsor communication for LOB – providing white-glove service and acting as the first point of contact with an emphasis on Relationship Management 2. Coordinating with transaction processing teams to research the status of pending requests and communicating with the Plan Sponsors/ Consultants 3. Strict adherence non-disclosure of client information by preserving client confidentiality 4. Liaison with the teams working on setting up of or making changes to the Plan and assisting in project management for such changes 5. Providing assistance (voice as well as email) to the Plan Sponsors and Regional Sales Leads with a sense of urgency 6. Excellent organizational skills with ability to identify root causes of misses in the process 7. Comply with all client policies, procedures, and Federal/State/Local regulations and escalate issues to the management. 8. Taking active participation in process improvements and automation. 9. Ensure Quality Control standards that have been set are adhered to. 10. Completing assigned responsibilities and projects within timelines apart from daily BAU 11. Support creation of standard operating procedures

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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