Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 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 784,000 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. You would be part of Retirement services team, Experience in the US retirement industry specifically 401k , 403B, Moneyout, Lumpsum, Defined contribution, Client Service Management, Plan document, Plan Implementation Process of inputting, updating, or managing information in various digital formats. This includes tasks such as typing data into spreadsheets or databases, verifying accuracy, and ensuring that information is organized and accessible. Data entry services are often outsourced to specialized providers for efficiency and accuracy in handling large volumes of data.

What are we looking for Money Movement Services (MMS) team's objective is to process work related to transferring funds from external carriers into TIAA retirement account of the Plan Participant. The function involves verification/validation of information provided in Asset Transfer Forms and generating Letter of Acceptance to financial institutes, carriers and plan participants.

US Retirement Services domain – Working knowledge in 401k, 403b, payment processing
Good Attention to detail with research and timely resolution ability.
Ability to work in complex & challenging situations.
Excellent written & communication skills
ASPPA Certified (Preferred) Roles and Responsibilities:
In this role you are required to solve routine problems, largely through precedent and referral to general guidelines
Your expected interactions are within your own team and direct supervisor
You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments
The decisions that you make would impact your own work
You will be an individual contributor as a part of a team, with a predetermined, focused scope of work
Please note that this role may require you to work in rotational shifts
Perform all Money Movement Services functions in accordance with the SOP.
Reviewing information provided by the plan participant in the Asset Transfer Forms
Research /validate if there are any plan restrictions that will stop the rollovers in
Request and send appropriate Letter of acceptance to carriers and plan participants
Follow-up mailings and documentation in compliance with regulatory requirements
Funds Validation
Manage assigned cases in time with accuracy
Adhere to the Service levels & meet the desired numbers monthly.