Skill required:
Retirement Solutions - Data Entry Services
Designation:
Customer Service Analyst
Qualifications:
Any Graduation
Years of Experience:
3 to 5 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 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?
We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment. Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the best 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?
- 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 TIAA 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 Team
- Review and updates configuration fields.
- Review Air Traffic Control report for Plan Merger and Bulk Cross Contract Transfer project
- Review artifacts and timeline, ask clarifying questions, answer any questions regarding Client Requirement to Implementation Team.
- 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:
- In this role you are required to do analysis and solving of lower-complexity problems
- Your day to day interaction is with peers within Accenture before updating supervisors
- In this role you may have limited exposure with clients and/or Accenture management
- You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments
- The decisions you make impact your own work and may impact the work of others
- You will be an individual contributor as a part of a team, with a focused scope of work
- Please note that this role may require you to work in rotational shifts