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Senior Client Service Specialist


in Remote / AZ

Logo for EPIC RPS

This role supports our west coast clients (Pacific time zone hours).

Deliver client service for the 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.

Tasks Performed:

  • 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.
  • Ability to 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. Be a resource for other team members on complex research items.
  • 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. Be able to train these to Client Service Specialists and other EPIC RPS team members as needed. Effectively communicate with all operational teams to ensure that recordkeeping items are maintained for all assigned plans.
  • Monitor and manage client requests, and internal reports for required task completion.

Education and Experience:

  • Associate's degree and four (4) years' Client Service experience or equivalent combination of education and experience
  • ASPPA Qualified 401(k) Administrator (QKA) or obtain designation within 24 months in position

How to Apply

Apply Now

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