Customer Service Associate - Retirement Planning Services

Accenture India Private Limited; Bengaluru; On-site; INR 350,000 - 500,000; Full time

Job summary

Accenture India Private Limited in Bengaluru is seeking a Customer Service New Associate to support retirement planning services. This role focuses on handling routine queries, aiding clients, and contributing to service delivery within a team.

The position requires graduation with 0–1 year of experience; you will work with retirement planning offerings and client onboarding, with potential rotational shifts as part of a collaborative environment.

Qualifications

• Graduation is required.
• 0–1 year of experience or less.
• Primary skill is Retirement Planning Services.

Responsibilities

• Ensure client satisfaction through daily administrative support.
• Assist with retirement planning solutions and client services.
• Support onboarding, enrollment, and servicing for retirement plans.
• Provide reporting and documentation for sponsor and participant needs.
• Follow detailed instructions and work under supervision.

Skills

Retirement Planning Services

Customer Service

Education

Any Graduation

Job description

Customer Service New Associate

Skill required: Retirement Solutions - Retirement Planning Services

Designation: Customer Service New Associate

Qualifications: Any Graduation

Years of Experience: 0 to 1 years

About Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities. Visit us at www.accenture.com

What would you do?

• The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service and business development.
• Retirement solution is a comprehensive process to understand how much money you will need when you retire
• Retirement solution also helps you identify the best
• Covers 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, sponsor and member servicing & reporting.
• Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds.

What are we looking for?

• Primary skill - Retirement Planning Services - P3
• In this role you are required to solve routine problems, largely through precedent and referral to general guidelines.
• Your primary interaction is within your own team and your direct supervisor.
• In this role you will be given detailed instructions on all tasks.
• The decisions that you make impact your own work and are closely supervised.
• You will be an individual contributor as a part of a team with a predetermined, narrow scope of work.

Please note that this role may require you to work in rotational shifts