Client Service Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Provide client service for daily record-keeping, administration, and management of an assigned portfolio.

• Foster revenue growth, enhance productivity, and deliver outstanding customer satisfaction.

• Ensure plans are managed in accordance with plan provisions and current pension laws and regulations.

• Discuss compliance testing processes/results and necessary government filings.

• Ensure services align with EPIC RPS documented service standards by maintaining timely communication with clients, plan sponsors, advisors, and daily contacts.

• Oversee and manage daily reports.

• Record significant client communications.

• Offer internal and external project management support.

• Coordinate with operational teams to uphold record-keeping tasks for assigned plans.

• Carry out additional duties as assigned.

⛳️ Requirements

• Associate's degree and two (2) years of customer service experience, or a relevant combination of education and experience.

• ASPAA Qualified 401(k) Administrator (QKA) is preferred.

• Capability to read and interpret procedure manuals and technical documentation.

• Ability to compose routine correspondence.

• Proficient in effective communication with internal and external contacts.

• Capacity to work with concepts of probability and statistical inference.

• Skill to apply fractions, percentages, ratios, and proportions to real-world scenarios.

• Competence in resolving practical problems with limited standardization.

• Ability to interpret written, oral, diagram, or schedule instructions.

• Familiarity with Microsoft Office applications.

• Willingness to develop software skills through internal training within a reasonable timeframe.

• Must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available.

• Proficient in effective communication with internal and/or external customers.

• Ability to remain stationary for 75% of the time or more.

• Ability to lift objects up to 10 lbs.

🏝️ Benefits

• A minimum of 22 days of paid time off annually, prorated in the year of hire.

• Six weeks of paid parental leave at 100% of salary.

• Comprehensive medical coverage, including employer HSA contributions for High Deductible Health Plan participants.

• Dental and vision coverage.

• Flexible spending accounts for healthcare and dependent care expenses.

• Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage.

• Employer-paid basic life insurance, with optional supplemental coverage.

• Voluntary hospital, accident, and critical illness insurance.

• 401(k) plan with employer matching.

• Optional Roth 401(k).

• Pension plan.

• Adoption assistance.

• Tuition reimbursement.

• Employee Assistance Program (EAP).

• Pet insurance.

• Financial and banking services benefits and financial planning assistance.

• Wellness initiatives.

• Flexible work arrangements.

• Volunteer service and charitable partnerships.

• Career development programs and resources.

• Competitive compensation and performance-based incentives.

• Part-time employees working 20+ hours/week are eligible for medical, dental, vision, voluntary benefits, and six weeks of paid parental leave at 100% of salary.

• All part-time employees receive paid sick and safe leave, EAP, and financial and banking services benefits.