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Client Service Specialist

EPIC Retirement Plan Services

in Remote

Logo for EPIC Retirement Plan Services

Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.

Tasks Performed:

  • 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

How to Apply

Apply Now


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