NBT Bank

Senior Client Service Specialist

NBT Bank

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Job Level

Senior

About the role

  • Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.
  • 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.
  • 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.
  • Be a resource for other team members on complex research items.
  • 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. Be able to train these to Client Service Specialists and other EPIC RPS team members as needed.
  • Effectively communicate with all operational teams to ensure that recordkeeping items are maintained for all assigned plans.
  • Monitor and manage client requests, and internal reports for required task completion.
  • Perform other duties as assigned.

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.
  • 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, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client servicerecord-keepingadministrationcompliance testingpension lawsplan designmathematical conceptsproblem solvingstatistical inference
Soft Skills
communicationdiscretionteam collaborationcustomer satisfactiontrainingresearchprocess development
Certifications
Associate's degreeASPAA Qualified 401(k) Administrator (QKA)