Client Services Representative

• 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.
• 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.
• Perform other duties as assigned.

Client Service Specialist

Client Services Manager

Client Services Coordinator II

Client Support Supervisor

Client Services Associate

Client Services Specialist