Job
Description
About The Role
Skill required: Retirement Solutions - Customer Service
Designation: Customer Service Analyst
Qualifications:Any Graduation
Years of Experience:3 to 5 years
About AccentureCombining 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 worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com
What would you do The Client Services Analyst provides day-to-day support for retirement plan clients. Working under close supervision, this job supports clients during the onboarding process, maintains day-to-day contact with clients, and writes and issues client communications.Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.Respond to client service needs and own end to end identified tasks through a centralized service model.Provides operational and administrative support including but not limited to online remittance support, file exchange, involuntary distributions, lost earnings calculations, plan document and plan design support, plan remediations,Builds institutional knowledge and relationships while enhancing functional understanding of our clients services and products.Submits and tracks service request work items appropriately in partnership with business partners. US Retirement services:- 401k, 403B, Defined contribution, Client Service Management, Plan Management Services, Plan document, Plan Implementation etc Review specific client requirements and artifacts for completeness and accuracy and notify Implementation TeamReview and updates configuration fields.Review Air Traffic Control report for Plan Merger and Bulk Cross Contract Transfer projectReview artifacts and timeline, ask clarifying questions, answer any questions regarding Client Requirement to Implementation Team.Perform large set of RRMD/MDO payment within deadline for impacted participants
What are we looking for Performs research, analyzes data and follows up with other functional departments to answer ad-hoc client queries on Fund Transfer and Investment Line up checkEnsures that all individual trades and accounts have been reviewed and verified before performing Fund Transfer and RRMD/MDO payoutPrepares and delivers Impacted participant list to Implementation team before performing RRMD/MDO payouts during Plan Merger and Bulk Cross Contract TransferDeletion of recurring RRMD payment after payoutRRMD Re-establishment for future payment after participant fund transfer to New PlanReview client requirement and impacted participant list with implementation team for projects before execution or Fund TransferUnderstanding of Required Minimum Distribution calculation and OMNI systemReview updated and policy change regarding RMD payoutSystematic Withdrawal Payment and US Taxation updatation in system
Roles and Responsibilities: Experience in the US retirement industry mandatoryUnderstanding of Require Minimum Distribution and US Tax calculationKnowledge Management Review and update the process documents to maintain updated repository of the process(es) docs.Training & Certification Completes trainings on time and provides inputs on the training/ certification methodology to the transition team to ensure right skilling on engagement.Proficient in Excel formulaes, running queries in databases, exception handling, and execution.Flexile to work in Night shifts.Open to working in core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skills and attention to detail.Good time management skillsAbility to work independently or with minimal supervision3+ years of experience preferred
Qualification
Any Graduation
