Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Specialist
Qualifications:Any Graduation
Years of Experience:7 to 11 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 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? Team specifies in handling complex adjustments and corrections within retirement accounts. Responsible for individual-level adjustments due to institutional, individual, or TIAA errors. This includes lost earnings calculations, complex refunds, distribution and loan corrections, and fund adjustments. Bulk Complex Adjustments & Corrections (CAC Bulk): Focused on plan-level adjustments, handling bulk corrections for contributions, data updates, contract deletions, and fund modifications through an underwriting process. NA NA
What are we looking for? • 12–13 years of experience in operations with at least 6+ years in US Retirement Plans (401(k), 403(b)). • Strong operational background in exception handling, audit support, workflow coordination within internal and external teams. • Graduate (mandatory), preferably from a commerce background. • Flexible working in US Shifts (Across time zones based on business requirement) is a must. • Advanced skills in MS office. • Strong knowledge of retirement plan regulations (IRS, ERISA, DOL) and industry standards. • Experience in managing teams (2+ years as a Team Lead) and delivering results in a high-volume back-office operations environment. • Proven leadership, problem-solving, and stakeholder management skills. • Excellent communication, analytical, and organizational abilities. • Experience in process transition, standardization, and quality improvement initiatives is a plus. • Proficiency in retirement systems/tools such as Omni.
Roles and Responsibilities: •• Lead and supervise a team responsible for end-to-end processing and servicing of US retirement plans (401(k) & 403(b)). • Ensure accurate and timely processing of contributions, loans, distributions, rollovers, and other participant transactions. • Manage daily workflow and ensure all SLAs and KPIs are met or exceeded. • Serve as a subject matter expert (SME) on complex retirement plan rules, IRS guidelines, ERISA, and compliance standards. • Collaborate with cross-functional teams including client services, quality assurance, training, and technology support. • Drive continuous process improvement and operational efficiency through automation, and best practices. • Mentor and develop team members by providing coaching, performance feedback, and career development. • Handle escalations and client issues with prompt resolution and professionalism. • Maintain up-to-date process documentation, SOPs, and audit readiness. • Conduct regular performance reviews, team meetings, and training sessions. • Partner with transition and migration teams for onboarding new clients or processes (if applicable).

Any 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 

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