Customer Service Associate

This Customer Service Associate role at Accenture focuses on handling complex adjustments and corrections within retirement accounts, including lost earnings calculations, refunds, distributions, and loan corrections. The role involves data entry, ensuring accuracy, and managing information in digital formats. Key responsibilities include performing complex calculations for transactions, posting investments in OMNI, meeting client deadlines, analyzing participant data, and ensuring compliance with retirement plan regulations. Candidates need strong problem-solving and communication skills, with a preference for commerce graduates and knowledge of OMNI application.

Must Have

• Perform complex calculations for refund and BULK transactions.
• Post transactions in OMNI for participant investments.
• Meet client deadlines through year-end cycles for distributions and BULK transfers.
• Analyze participant and plan-level data for correct contributions, limits, and adjustments.
• Evaluate complex calculations and make changes according to client requirements.
• Handle RMDs and related calculations.
• Meet service level targets.
• Solve routine problems, largely through precedent and referral to general guidelines.
• Interact within own team and with direct supervisor.
• Follow detailed to moderate level of instruction on daily work tasks.
• Make decisions impacting own work.
• Work as an individual contributor as part of a team.
• Be available for rotational shifts.
• Strong knowledge of retirement plan regulations (IRS, ERISA, DOL) and industry standards.

Good to Have

• Graduate in commerce preferred.
• Knowledge in OMNI application for creating and posting of transactions.

Job Description

Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years

Language - Ability:English(Domestic) - Proficient

What would you do? Team specifies in handling complex adjustments and corrections within retirement accounts. Responsible for individual-level adjustments due to institutional, individual, or client errors. This includes lost earnings calculations, complex refunds, distribution and loan corrections, and fund adjustments. 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?

• Perform complex calculations for refund and BULK transactions.

• Posting transactions in OMNI of the investments made by participants.

• Meeting the client deadlines through year end cycles for distributions and BULK transfers.

• Analyze participant and plan-level data to ensure correct contributions, limits, and adjustments

• Evaluate complex calculations and make changes according to client requirements.

• Handling RMDs and related calculations.

• Meet service level targets

• Attention to detail, problem-solving skills.

• Strong written and verbal communication.

• Graduate in commerce preferred

• Added advantage if knowledge in OMNI application for creating and posting of the transactions.

• Flexible working in US Shifts (Across time zones based on business requirement) is a must.

• Strong knowledge of retirement plan regulations (IRS, ERISA, DOL) and industry standards.

Roles and Responsibilities:

•In this role you are required to solve routine problems, largely through precedent and referral to general guidelines

• Your expected interactions are within your own team and direct supervisor

• You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments

• The decisions that you make would impact your own work

• You will be an individual contributor as a part of a team, with a predetermined, focused scope of work

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

•• Perform complex calculations for refund and BULK transactions.

• Posting transactions in OMNI of the investments made by participants.

• Meeting the client deadlines through year end cycles for distributions and BULK transfers.

• Analyze participant and plan-level data to ensure correct contributions, limits, and adjustments

• Evaluate complex calculations and make changes according to client requirements.

• Handling RMDs and related calculations.

• Meet service level targets

Qualification

Any Graduation

Locations

Pune