Customer Service Senior Analyst @ Accenture

Home > Customer Success, Service & Operations - Other

Customer Service Senior Analyst

Accenture
7 - 12 years
Bengaluru
5 days ago
Email to a friend
Report this job

Job Description

Skill required: Retirement Solutions - Data Entry ServicesDesignation: Customer Service Senior AnalystQualifications:Any Graduation Years of Experience:5 to 8 years What would you do?

Execute DOL, IRS, and plan audit support activities by gathering and submitting required documentation related to participant withdrawals, contributions, investment earnings, forfeitures, Form 5500 filings, and plan or contract terminations.

Review, cleanse, and validate census data (system- and spreadsheet-based); coordinate testing schedules and share clean data with vendors for compliance testing (e.g., ADP/ACP).

Prepare, review, and support Form 5500 filings, including analysis, edits, issue research, and processing of extension filings (Form 5558).

Perform financial and non-financial corrections, including transaction reversals, forfeiture restorations, and corrections to contributions, distributions, loans, and investment allocations.

Execute end-to-end transaction processing across Individual Products - contracts, distributions (RMDs, withdrawals, ann

Maintain accurate records and workflow continuity by performing system updates, OnBase indexing, batch commitments, remittance reconciliation, and daily monitoring of unallocated funds.

Process payments, tax reporting, death claims, stop/reissue requests, and money-out reconciliations while ensuring accuracy, timeliness, and compliance with procedures.

Identify and resolve Not In Good Order (NIGO) cases and exceptions by following documented workflows, minimizing processing delays, and adhering to quality and SLA standards.

Execute individual, bulk, and multi-employer plan (MEP) data corrections across retirement plan systems with accuracy and timeliness.

Process participant data updates, including SSN changes, beneficiary elections, allocation adjustments, and service date corrections, ensuring proper documentation

Review and process Qualified Domestic Relations Orders (QDROs) in line with plan provisions and regulatory requirements; coordinate documentation with legal teams, plan sponsors, and participants.

Maintain and reconcile payment and remittance logs across CRMs and plan sponsor clients by reviewing outstanding items, following up with clients, and ensuring accurate closure of remittances, terminations, and billing issues.

Coordinate with plan sponsors, payroll integration teams, CRMs, and third parties via email and outbound calls to resolve data validation errors, payroll remittance discrepancies, and work order requirements within defined SLAs.

Support deposit and loan administration activities by investigating remittance mismatches, responding to Deposit Administration queries, and reconciling loan repayment issues to enable timely and accurate processing.What are we looking for?

Up to 7 years of functional expertise in U.S. retirement plans, including both Defined Contribution (DC) and Defined Benefit (DB) schemes, with a strong focus on managing plan-level services and operations.

Comprehensive understanding of compliance testing / reporting and regulatory frameworks, including ERISA, IRS, and Department of Labor (DOL) guidelines and Individual Product Support.

Expertise in managing and executing Client Support Services, Data Corrections (Group enrollment/IRA/ Individual Enrollment) and QDRO processing for 401(k) and 403(b) retirement plans.

NIGO (Not-In-Good-Order) processing:identifying, resolving, and preventing transaction errors and outreach to the client/TPA.

Hands on with developing process documentation (SOP) , capturing exceptions, process flow, process maps and NIGO rules

Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance.

Mandatory experience in 401(k) and/or 403(b) plan administration, including day-to-day operations, compliance, and client servicing.

Excellent verbal and written communication skillsoRetirement Plan Fundamentals - RPFoQualified 401(k) Administrator - QKAoQualified 401(k) Consultant- QKC

Project Management Certification - Preferred Roles and Responsibilities:

In this role you are required to do analysis and solving of increasingly complex problems

Your day to day interactions are with peers within Accenture

You are likely to have some interaction with clients and/or Accenture management

You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments

Decisions that are made by you impact your own work and may impact the work of others

In this role you would be an individual contributor and/or oversee a small work effort and/or team

Please note that this role may require you to work in rotational shiftsQualification Any Graduation

Job Classification

Industry: IT Services & Consulting
Functional Area / Department: Customer Success, Service & Operations
Role Category: Customer Success, Service & Operations - Other
Role: Customer Service
Employement Type: Full time

Contact Details:

Company: Accenture
Location(s): Bengaluru

+ View Contact

Login

Candidates can login here to view contacts and apply.

Sign In Sign Up

Email:

Password:

Password too short

To create your profile, apply for a job or make a registration

Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach Resume Max 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Candidates are expected to provide most recent and accurate profile information, inappropriate content is strictly prohibited!

Keyskills: customer service transaction processing project management data validation outbound calls client servicing sla subject matter expert research process documentation compliance trainer legal compliance testing payroll data entry

Fraud Alert to job seekers!

₹ Not Disclosed

Job application

We will notify the employer with your details. You can also attach a resume or a cover letter.

Sign In Sign Up

Email:

Password:

Password too short

To create your profile, apply for a job or make a registration

Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Similar positions

Customer Service Analyst

Accenture

3 - 8 years

Bengaluru

5 days ago

₹ Not Disclosed

Customer Support Executive

Teamlease Digital

0 - 1 years

Bengaluru

15 hours ago

₹ Not Disclosed

Customer Support Executive (Voice Process)

Teleperformance

0 years

Ambattur

17 hours ago

₹ 1.25-2.5 Lacs P.A.

Customer Care Executive - Blinkit Blended Process (Work From Home)

UST

0 - 5 years

Lucknow

19 hours ago

₹ 2-2.25 Lacs P.A.

Accenture

Interested Candidates Can call/ WhatsApp on HR Divya 7891345489

Customer Service Senior Analyst @ Accenture

Home > Customer Success, Service & Operations - Other