Client Service Specialist
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Job Description
Client Service Specialist responsible for major accounts and high-profile clients. Overseeing client service activities to ensure satisfaction and promote revenue at NBT Bank.
Responsibilities:
- Deliver client service for the complex and sophisticated major accounts and high-profile clients by overseeing the daily records activities and administration of assigned book of business.
- Ensure the highest levels of client satisfaction to promote client retention, and additional revenue opportunities.
- Work with major accounts and high-profile clients using your discretion to determine how specific situations should be addressed to ensure client expectations are appropriately met.
- Ensure plans are administered in compliance with plan provisions, current pension laws and regulations.
- Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with Clients, Plan Sponsors and Advisors.
- Ability to discuss the compliance testing process, testing results and all required government filings; including consulting with clients/advisors on plan design options to meet the desired retirement plan benefit outcomes.
- Assist Team Leads in the development of processes and implementation of best practices to ensure compliance to EPIC RPS standards of service.
- Demonstrate knowledge of available EPIC RPS custody solutions and trading methods.
Requirements:
- Associate's degree and four (4) years' Client Service experience or equivalent combination of education and experience.
- ASPAA Qualified 401(k) Administrator (QKA) preferred.
- 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.
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.
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