Customer Service Specialist

Skill required: Retirement Solutions - Retirement Planning Services
Designation: Customer Service Specialist
Qualifications:Any Graduation
Years of Experience:8 to 10 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 worlds 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? 7+ years of experience in US Retirement Services domain Defined Contributions - Institutional Services 4+ years of mandatory experience in Plan Reporting and Audit with proven ability on the below: Receive and review requests from Auditor Review for accuracy of the response and appropriateness of the framing based on the audience and provided context. Receive report request from plan sponsor, auditor, consultant. Conduct review of key data points across reports and plans (determined based on risk, prior issues, etc.). Sample selection should be made in accordance with the PPM. Research and reconciling all data controls that triggered. Provide response to internal party via email and uploaded to workflow system as evidence Provide transactional documentation to plan sponsors/auditors/regulatory agencies as audits and examinations are conducted Produce the Annual 408(b)(2) Disclosure Notices for required clients. Perform in good order/not in good order review and communicate gaps in inputs back to client or relationship team (if any). Perform due diligence on request and resolve contractual variances (if any). Perform quality control review of plan document against incoming requirement. Excellent communication skills, ability to engage in multi-party meetings in the stipulated timelines ASPPA Certified (Preferred) 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? Any Graduate Experience in the US retirement industry mandatory Experience in Leading & Managing teams Open to working in core Night shifts based on business requirements Good verbal & written communication skills Good typing skill and attention to detail. Good time management skills Ability work independently or with minimal supervision
Roles and Responsibilities: Obtain sign off from client on updated document. Validate and review variances and system updates and return for completion as needed or close out task if complete. Complete quality control review. Coaching and mentoring others to draw out their skills and expertise Strong leadership skills, with the ability to motivate and inspire team members 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 on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time. Taking active participation in process improvements and automation. Ensure Quality Control standards that have been set are adhered to. Adherence to client SLAs Identify potential areas that require additional controls