Customer Service Analyst
Designation: Customer Service Analyst
Qualifications:Any Graduation
Years of Experience:3 to 5 years
About Accenture
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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 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. · 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 supervision 3+ years of experience preferred
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