Customer Service Associate – Retirement Services

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 timely service for clients.

Key responsibilities

• Process contributions, loan repayments, rollovers, indicative data files and manual adjustments for assigned clients.
• Maintain audit readiness by adhering to client policies, procedures, and regulatory requirements.
• Research and resolve processing irregularities, escalating issues when necessary.
• Preserve client confidentiality and ensure strict non‑disclosure of information.
• Respond to queries from Business Partners and Client Support Teams with minimal response time.
• Participate in process improvement initiatives and automation projects.

Required profile

• 2+ years of experience in US Retirement Services, specifically Defined Contribution plans (401k, 403b, etc.).
• Bachelor’s degree or equivalent.
• Willingness to work night shifts based on business needs.
• Strong verbal and written communication skills.
• Excellent typing accuracy, attention to detail, and time‑management abilities.
• Ability to work independently.

Required skills

What we offer

• Opportunity to work within a global professional services leader.
• Exposure to a wide range of retirement solutions and client interactions.
• Potential for career growth in the financial services sector.