Associate Client Service Specialist
PARC Street Partners
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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Salary
💰 $19 - $26 per hour
About the role
- 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.
Requirements
- Associate's degree and one (1) year customer service related experience, or equivalent combination of education and experience
- Demonstrate financial industry knowledge preferred
- ASPPA Qualified 401(k) Administrator
- 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
customer servicefinancial industry knowledgecompliance testingmathematical conceptsprobabilitystatistical inferencefractionspercentagesratiosproportions
Soft Skills
communicationproblem-solvinginterpretation of documentswritingeffective speakingproject managementtimely communicationclient serviceadministrationteam collaboration
Certifications
ASPPA Qualified 401(k) Administrator