[Hiring] Client Service Specialist @EPIC Retirement Plan Services

Role Description

Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.

Qualifications

• Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience
• ASPAA Qualified 401(k) Administrator (QKA) preferred

Requirements

• Ability to read and interpret documents such as procedure manuals and technical procedures
• Ability to write routine correspondence
• Ability to speak effectively with both internal and external contacts
• Ability to work with mathematical concepts such as probability and statistical inference
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
• Must have knowledge of Microsoft Office applications
• Ability to develop software skills provided by internal training within a reasonable time as determined by the Manager

Tasks Performed

• 45% - Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations
• 30% - Daily report monitoring and management, document pertinent client communication and provide internal and external project management support
• 20% - Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans
• 5% - Perform other duties as assigned

Physical Requirements

• Communicate effectively with internal and/or external customers
• Stationary 75% of the time or greater
• Move objects up to a maximum 10 lbs

Benefits

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire
• Parental Leave: Six weeks of paid leave at 100% of your salary
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants
• Dental and Vision Coverage: Ensuring your overall health and well-being
• Flexible Spending Accounts: For healthcare and dependent care expenses
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage
• Voluntary Benefits: Including hospital, accident, and critical illness coverage
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future
• Adoption Assistance: Supporting your growing family
• Tuition Reimbursement: Invest in your education and career growth
• Employee Assistance Program (EAP): Access to support and resources
• Pet Insurance: For all your furry friends
• Financial and Banking Services: Various banking services benefits and financial planning assistance

Company Description

• At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success
• NBT believes community involvement fosters our success and the success of those around us
• NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute
• Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority
• NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk