Job Description
Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Analyst
Qualifications:Any Graduation
Years of Experience:5 to 7 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 Payments, Remittances & Reconciliation : Maintain and update Payment and Remittance Logs for assigned DB and DC plan sponsor clients. Identify, track, and resolve outstanding remittances, late contributions, and termination-related items. Reconcile contribution and remittance data by directly contacting plan sponsors, payroll providers, and third parties as required. Provide timely and accurate responses to Deposit Administration to support contribution posting and allocation. Client, Payroll & Stakeholder Support : Coordinate with plan sponsors, CRMs, payroll integration teams, TPAs, and third-party vendors primarily via email and outbound calls. Validate payroll files, identify data discrepancies, and support corrections in line with plan provisions. Support work order processing and issue resolution as an extension of Payroll Integration and CRM teams. Loan, Billing & Plan Administration : Perform loan administration support for DC plans, including reconciliation of loan remittances and repayment issues. Identify, analyze, and resolve billing log discrepancies in accordance with plan agreements. Support DB and DC plan terminations by ensuring accurate handling of final contributions, remittances, and participant data. Quality, Audit & Compliance Support : Perform quality checks to ensure accuracy, completeness, and compliance with DB/DC plan requirements. Participate in quality audits and address identified gaps or findings. Collect and prepare audit samples and supporting documentation for regulatory filings, including Form 5500. Reporting & Process Adherence : Update trackers, logs, and reports to reflect current status, risks, and resolution timelines. Adhere to defined processes, SLAs, and regulatory requirements. Escalate risks, delays, or data issues promptly to senior team members or managers.
What are we looking for Functional expertise in U.S. retirement plans, including both Defined Contribution (DC), Defined Benefit (DB) schemes and IRA. In-depth experience in Client Services by processing payment and remittance processing, payroll integrations, loan and billing administration, terminations, and regulatory support, ensuring compliance with plan provisions, regulatory requirements, and service-level commitments. Hands on with developing process documentation (SOP), capturing exceptions, process flow, process maps, and NIGO rules. Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance. Mandatory experience in 401(k) and/or 403(b) plan administration Excellent verbal and written communication skills; Inbound and Outbound voice support experience required
Roles and Responsibilities: Payments, Remittances & Reconciliation : Maintain and update Payment and Remittance Logs for assigned DB and DC plan sponsor clients. Identify, track, and resolve outstanding remittances, late contributions, and termination-related items. Reconcile contribution and remittance data by directly contacting plan sponsors, payroll providers, and third parties as required. Provide timely and accurate responses to Deposit Administration to support contribution posting and allocation. Client, Payroll & Stakeholder Support : Coordinate with plan sponsors, CRMs, payroll integration teams, TPAs, and third-party vendors primarily via email and outbound calls. Validate payroll files, identify data discrepancies, and support corrections in line with plan provisions. Support work order processing and issue resolution as an extension of Payroll Integration and CRM teams. Loan, Billing & Plan Administration : Perform loan administration support for DC plans, including reconciliation of loan remittances and repayment issues. Identify, analyze, and resolve billing log discrepancies in accordance with plan agreements. Support DB and DC plan terminations by ensuring accurate handling of final contributions, remittances, and participant data. Quality, Audit & Compliance Support : Perform quality checks to ensure accuracy, completeness, and compliance with DB/DC plan requirements. Participate in quality audits and address identified gaps or findings. Collect and prepare audit samples and supporting documentation for regulatory filings, including Form 5500. Reporting & Process Adherence : Update trackers, logs, and reports to reflect current status, risks, and resolution timelines. Adhere to defined processes, SLAs, and regulatory requirements. Escalate risks, delays, or data issues promptly to senior team members or managers.
