Customer Service Analyst

 About The Role  

Skill required: Retirement Solutions - Customer Service

Designation: Customer Service Analyst

Qualifications:Any Graduation

Years of Experience:3 to 5 years
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 699,000 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? 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 check

Ensures that all individual trades and accounts have been reviewed and verified before performing Fund Transfer and RRMD/MDO payout

Prepares and delivers Impacted participant list to Implementation team before performing RRMD/MDO payouts during Plan Merger and Bulk Cross Contract Transfer

Deletion of recurring RRMD payment after payout

RRMD Re-establishment for future payment after participant fund transfer to New Plan

Review client requirement and impacted participant list with implementation team for projects before execution or Fund Transfer

Understanding of Required Minimum Distribution calculation and OMNI system

Review updated and policy change regarding RMD payout

Systematic Withdrawal Payment and US Taxation updatation in system

Roles and Responsibilities:

Experience in the US retirement industry mandatory

Understanding of Require Minimum Distribution and US Tax calculation

Knowledge 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 formulae's, running queries in databases, exception handling, and execution.

Flexile to work in Night shifts.

Open to working in core Night shifts based on business requirements

Good verbal & written communication skills

Good typing skills and attention to detail.

Good time management skills

Ability to work independently or with minimal supervision3+ years of experience preferred
 Qualification Any Graduation