Skill required: Retirement Solutions - Retirement Planning Services
Designation: New Associate
Qualifications:Any Graduation
Years of Experience:0 - 1 Year
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 Covers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds.
What are we looking for? 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
Roles and Responsibilities: Supports existing client relationships by responding to client queries and requests promptly and effectively working with clients on inquiries and ensuring client expectations are met. Identifies and resolves problems and transactions for issues involving client experience. Performs research, analyzes data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics. Ensures that all individual trades and accounts have been reviewed and verified. Prepares and delivers weekly, monthly and quarterly valuation reports to clients. Supports the onboarding of new clients including interfacing with Legal, Sales and Relationship Management. Liaises with Fund Managers in developing and overseeing the implementation of support strategies to service existing clients.