Senior Client Service Specialist

PARC Street Partners

full-time

Posted on: 1/27/2026

Location Type: Remote

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💰 $62,375 - $84,892 per year

About the role

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.

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.

Benefits

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Applicant Tracking System Keywords

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Hard Skills & Tools

compliance testingpension lawsretirement plan designmathematical conceptsstatistical inferencefractionspercentagesratiosproportions

Soft Skills

client serviceclient satisfactioncommunicationdiscretionproblem-solvingteam collaborationprocess developmentbest practices implementation

Certifications

ASPAA Qualified 401(k) Administrator (QKA)Associate's degree