Skill required: Retirement Solutions - Retirement Planning Services
Designation: Service Delivery Ops Lead Manager
Qualifications:Any Graduation
Years of Experience:13 to 18 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? 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? •Retirement Solutions •Ability to work on stringent timelines •ability to manage tough stakeholders
Roles and Responsibilities: The Senior Manager Client Services manages a team of professional employees that provide operational services and support to retirement clients. This job is responsible for client services policy and strategy implementation for short-term results (one year or less). Key Responsibilities and Duties Manages existing client relationships by ensuring client queries are responded to promptly and effectively managing escalated client issues. Identifies weaknesses and develops process and procedure updates for issues involving client experience. Oversees research and analysis used to follow up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics. Ensures that client services for retirement clients are in accordance with bank and financial policies and procedures. Reviews individual trades and accounts to ensure they have been entered correctly and verified. Directs resources to prepare and deliver weekly, monthly and quarterly valuation reports to clients. Liaises with fund managers in developing and overseeing the implementation of support strategies to service existing clients. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.

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 750,000 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. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities, 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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