Customer Service Analyst
Accenture
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 784,000 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 team is responsible for supporting the requests initiated by participant calls and inquiries related to Money Out, Loan processing, Payroll processing, monetary and non-monetary transactions. • Day-to-day responsibilities include processing participant level transactions/requests such as: o Money Out: providing end-to-end support in any type of withdrawal processing, EFT Verification, Inbound outbound calls with vendors or stakeholder, Daily Reconciliation for NAV plans, Payment corrections, Failed Rollovers, Address or name change requests, Qualified Charitable Distributions, Lost property handling, management and coordination with various vendors, 1099R Reprints and Corrections, NIGO Handling & Exception Management o Loan processing: managing initiation, amortization schedules, repayments, closures and ensure compliance with loan provisions, Loan Re-amortizati o Deposit administration: Cash Receipt, Financial Accounting statements (FASB invoices), ACH Balancing and ACH Failures, Receipt of premium/wires, maintenance, Cash processing, Remittance reconciliation, Unallocated Funds, Transfers In/Out, Rollovers, Individual Contribution, Direct Transfer Payments, Corrective Contributions, Payroll contributions. NIGO Handling & Exception Management o Individual Product: Annuity Contract, Benefit Estimates, 457(b) Eligible Deferred Compensation, Flexible Premium Annuity (FPA) Annuitization, Minimum Distributions_ Calculations IRA • Perform late-day sweeps and resolve failed ACHs by the next morning. • Manage and process daily cash transactions and remittances. Execute daily and night cycle cash edits. • Handle remittances and manage rollover cases, Process non-standard payments and off-platform funding. Forward relevant entries to Finance for ledger posting • Monitor and reconcile daily deposit transactions and resolve discrepancies. • Handle inbound and outbound calls with clients, third-party administrators, and internal partners to address inquiries and provide updates. • Deliver voice support and issue resolution with professionalism, clarity, and a client-first approach. • Strict adherence to non-disclosure of client information by preserving client confidentiality. • Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management. • Researching any queries/ requests sent by the Business Partners/Client Support Teams and replying to the same with minimum response time. • Taking active participation in p
What are we looking for? 3-5 years of functional expertise in US Retirement Plans, including both Defined Contribution (DC) and Defined Benefit (DB) schemes, with a strong focus on managing participant -level services and operations. • Extensive expertise in cash receipts/deposits, Loan processing, Deposit Admin (payroll administration), proficient in money-out processes such as in-service and hardship withdrawals, rollover and lump sum distributions, RMDs, and complex payouts. • Hands on with developing process documentation, capturing exceptions, process flow, process maps and NIGO rules • Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance. • Mandatory experience in 401(k) and/or 403(b) plan administration, including day-to-day operations, compliance, and client servicing. • Excellent verbal and written communication skills; voice support experience required • ASPPA certified o Retirement Plan Fundamentals – RPF o Qualified 401(k) Administrator - QKA o Qualified 401(k) Consultant- QKC
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 shiftsAny 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
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
