PARC Street Partners

Client Services Representative

• Deliver client service for 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.
• 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 and train these to Client Service Specialists and other EPIC RPS team members as needed.
• Monitor and manage client requests, and internal reports for required task completion.
• Perform other duties as assigned.

Senior Client Service Specialist

Call Center Representative

• Responsible for the delivery of exemplary service to our clients, plan sponsors, and their retirement plan participants within the call center.
• Provide support on products and services offered.
• Identify, research, document when necessary, and resolution to participant questions or concerns requiring follow up.
• Identify and escalate issues affecting the EPIC RPS client base to the Manager of the Participant Service Center as needed.
• Perform other duties as assigned.

Call Center Associate

• Deliver client service for daily record-keeping, administration and servicing of an assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.
• Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations.
• Discuss the compliance testing process/results and all required government filings.
• Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with clients, plan sponsors, advisors and day to day contacts.
• Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans.
• Actively participate in on-the-job learning opportunities and available online courses to gain education related to the retirement industry.
• Perform other duties as assigned.

Senior Client Service Specialist

Call Center Associate

Associate Client Service Specialist