Customer Service Associate – Individual Retirement Policy Administration

About the role

Accenture is looking for a detail‑oriented Customer Service Associate to support end‑to‑end policy administration for Individual Retirement products such as Traditional & Roth IRAs, SIMPLE IRAs, and Individual Annuities. The role combines operational rigor with a focus on regulatory compliance and customer advocacy.

Key responsibilities

• Administer the full policy lifecycle, including rollovers, transfers (TOA/ACAT), exchanges, and recharacterizations.
• Execute systematic and ad‑hoc distributions, including Required Minimum Distributions, withholding elections, and tax coding.
• Process policy changes such as beneficiary updates, address changes, ownership updates, annuitization, rider additions, surrenders, and reinstatements.
• Manage premium allocations, fund switches/rebalances, and loan or cash‑value requests for applicable annuity products.
• Research, resolve, and track servicing requests, exceptions, and breakages while meeting SLA targets.
• Coordinate with custodians, transfer agents, advisors, broker‑dealers, and internal teams (underwriting, compliance, finance).
• Prepare and deliver policy statements, confirmations, and client communications.
• Ensure compliance with IRS, ERISA, AML/KYC, OFAC, and privacy regulations.

Required profile

• Bachelor’s degree.
• 1‑3 years (associate) or 2‑5 years (analyst) experience in life/retirement operations, transfer agency, or policy administration.
• Working knowledge of Individual Retirement products (Traditional/Roth/SIMPLE IRAs, qualified and non‑qualified annuities).
• Strong attention to detail and ability to manage multiple priorities.

Required skills

• Data Entry