Customer Service Associate
Accenture
Bengaluru1–3 yrs4h agovia Naukri
This job at a glance
- Who can apply
- 1–3 years of experience
- Must know
- Customer serviceSalesMarketingOnboardingAuditingBusiness analysis
- Work
- On-site in Bengaluru
- Pay
- Not stated by the employer.
- Skill demand
- Customer service82%Sales6%Onboarding3%of 146 similar fresher jobs posted in India this week
- Listed
- 3 Nov 2026 · still open
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Role: Customer Service Associate
About the Role
You will be part of the Retirement services team, focusing on Retirement Planning Services within the US retirement industry. This role involves supporting the full range of services needed throughout a plan's life, including plan development enhancement, sales marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, and sponsor and member servicing reporting.
Key Responsibilities
- Perform research for bulk request exception processing.
- Validate if client communication is required and draft communication.
- Send communication to legal and compliance.
- Review and approve communication.
- Route communication to the rapid response team for distribution.
- Perform review of reported issues.
- Ensure all items are processed and/or resolved on time.
- Support the business in ensuring positive audit results.
- Research processing irregularities and drive issues to resolution.
- Preserve client confidentiality and strictly adhere to non-disclosure agreements.
- Research and respond to queries/requests from Business Partners/Client Support Teams with minimum response time.
- Take active participation in process improvements and automation.
- Ensure adherence to Quality Control standards.
- Solve routine problems, largely through precedent and referral to general guidelines.
Requirements & Tech Stack
- Retirement Solutions
- Retirement Planning Services
- Experience in the US retirement industry
- Specific knowledge of:
- 401k
- 403B
- Moneyout
- Lumpsum
- Defined contribution
- Client Service Management
- Plan document
- Plan Implementation
- Products include:
- Individual retirement accounts (Roth IRA)
- College savings accounts
- Guaranteed investment contracts
- Fixed variable deferred annuities (qualified non qualified)
- Corporate retirement funds
Qualifications
- Any Graduation
Skills
- Demonstrated ability to perform complex research.
- Demonstrated ability to clearly, concisely, and effectively communicate with external stakeholders about complex issues/problems and work proactively to resolve them.
- Comply with all client policies, procedures, and Federal/State/Local regulations and escalate issues to management.