Customer Service Associate – Retirement Services

About the role

Accenture is seeking a Customer Service Associate to join its Retirement Services team. The role supports insurers and plan sponsors in the United States by managing retirement plan documentation and client interactions throughout the plan lifecycle.

Key responsibilities

• Receive and process requests for plan document updates and forward them to suppliers.
• Conduct good order/not‑in‑good‑order reviews, identify gaps, and communicate findings to clients or relationship teams.
• Perform due‑diligence on requests, resolve contractual variances, and draft new or updated plan documents.
• Execute quality‑control reviews of plan documents against incoming requirements.
• Obtain client sign‑off on updated documents and coordinate with implementation teams to align system updates.

Required profile

• 3+ years of experience in a Plan Document Unit or similar retirement‑plan environment.
• Demonstrated ability to manage document updates, perform due‑diligence, and lead multi‑party meetings.
• Strong communication skills and attention to detail.
• ASPPA certification is preferred.

Required skills

What we offer

• Opportunity to work within a global professional services firm.
• Exposure to a wide range of retirement products and insurance transformation projects.