Customer Service Associate – US Retirement Services

About the role

The Customer Service Associate will support Accenture's US Retirement Services team, handling participant‑level inquiries and a wide range of Money‑Out processes. The role combines data‑entry accuracy with process documentation and client‑focused service delivery.

Key responsibilities

• Manage participant services for defined contribution plans (401k, 403B) and Money‑Out transactions such as withdrawals, annuities, rollovers, lump‑sum distributions, and required minimum distributions.
• Develop and maintain process documentation, flowcharts, COPIS, and NIGO rules to ensure consistent execution.
• Research and respond to client and business partner queries within agreed service level agreements.
• Participate in process improvement initiatives and automation projects.
• Maintain strict confidentiality and compliance with all client policies and regulatory requirements.

Required profile

• 1‑3 years of professional experience, with at least 2‑3 years in US retirement services or related financial operations.
• Bachelor’s degree or equivalent.
• Strong written and verbal communication skills and the ability to work independently under pressure.
• Attention to detail, good time‑management, and a team‑oriented mindset.

Required skills

• Data entry and database management.
• Proficiency with spreadsheet software (e.g., Microsoft Excel).
• Process documentation and process‑mapping techniques.