Customer Service Associate – Retirement Services

About the role

Accenture is seeking a Customer Service Associate to join its Retirement Services team. The role involves processing monetary and non‑monetary transactions for client retirement plans and providing timely support to business partners.

Key responsibilities

• Process contributions, loan repayments, rollovers, lump‑sum distributions and other retirement‑related transactions.
• Ensure all items are processed and resolved within required timeframes while maintaining audit compliance.
• Research and resolve processing irregularities, escalating issues as needed.
• Respond to queries from Business Partners and Client Support Teams with minimal response time.
• Participate in process improvements, automation initiatives and uphold quality control standards.

Required profile

• Bachelor’s degree.
• 3+ years of experience in US retirement services (401k, 403b, defined contribution plans).
• Experience with in‑service withdrawals, hardship withdrawals, rollovers, lump‑sum distributions and required minimum distributions.
• Ability to work night shifts based on business requirements.
• Strong verbal and written communication, typing accuracy and attention to detail.
• Effective time‑management and ability to work independently.

Required skills

• Retirement solutions knowledge.
• Data entry proficiency.

What we offer

• Opportunity to work within a global professional services firm.
• Exposure to a wide range of retirement‑plan processes and client interactions.