Customer Service Associate

About the role

Accenture is seeking a Customer Service Associate to join its Retirement Services team. The role focuses on processing monetary and non‑monetary transactions for US‑based retirement plans, ensuring accuracy, compliance and client confidentiality.

Key responsibilities

• Process and validate monetary and non‑monetary transactions for assigned retirement plan participants.
• Review participant requests, verify documentation, and ensure compliance with client policies and regulations.
• Maintain strict confidentiality of client information and adhere to non‑disclosure requirements.
• Research and respond to queries from Business Partners and Client Support Teams within defined response times.
• Participate in process improvement initiatives and automation projects.
• Monitor and uphold quality‑control standards for all transactions.

Required profile

• 2+ years of experience in the US retirement services domain, specifically defined contribution plans (401k, 403b, etc.).
• Hands‑on experience with Money‑Out processes such as required minimum distributions, systematic withdrawals, rollovers and lump‑sum distributions.
• Graduation, preferably in commerce (not mandatory).
• Willingness to work night shifts based on business needs.
• Strong verbal and written communication, time‑management and the ability to work independently.

Required skills

• Data entry