PARC Street Partners

Client Service Team Lead

PARC Street Partners

full-time

Posted on:

Location Type: Remote

Location: Remote • New York • 🇺🇸 United States

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Salary

💰 $64,367 - $94,394 per year

Job Level

Senior

About the role

  • Deliver and/or manage client service team members to provide exemplary client service.
  • Act as a go to lead on day to day operations, by overseeing the daily record-keeping and administration of assigned book of business.
  • Work to ensure EPIC RPS standards are met to promote the highest levels of client satisfaction, retention, and additional revenue growth opportunities.
  • Direct the day to day workflow of the teams as needed.
  • Maintain open line of communication with all staff.
  • Assist team members with escalated client issues.
  • Identify and escalate priority issues to Manager of Client Services as needed.
  • Participate on calls with Client Service Specialists where greater technical and/or administrative knowledge is required.
  • Maintain book of clients and ability to perform client service tasks.
  • Ensure procedures and changes to processes are updated and effectively introduced to the Service team.
  • Assist Manager of Client Services with projects.
  • Provide technical research assistance to other team members.
  • Provide training to Client Service team as needed on regulatory, internal processes, and procedure changes.
  • Perform other duties as assigned.

Requirements

  • Associate's degree and five (5) years of related experience or equivalent combination of education and experience
  • Direct experience in senior client service role or equivalent preferred
  • ASPPA Qualified 401(k) Administrator (QKA) designation
  • Demonstrated leadership aptitude.
  • Demonstrated knowledge of ERISA requirements and experience with administering a broad range of qualified plans.
  • Position requires the ability to understand complex allocations such as, new comparability, integrated plan formulas, earned income calculations, compliance testing.
  • Demonstrate the ability to communicate effectively to a variety of audience
  • 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 advanced Microsoft Office applications
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.
  • Financial and Banking Services : Various 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
client servicerecord-keepingadministrationtechnical researchcompliance testingmathematical conceptsnew comparabilityintegrated plan formulasearned income calculationsERISA requirements
Soft skills
leadershipcommunicationproblem-solvingteamworkclient satisfactionescalation managementtrainingadaptabilityinterpersonal skillsorganizational skills
Certifications
ASPPA Qualified 401(k) Administrator (QKA)Associate's degree