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Senior Client Service Specialist
EPIC RPS
(Remote / Norwich NY)
Pension experience with 5500s and testing preferred.
Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue growth, productivity and exceptional levels of customer
satisfaction.
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) preferred
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.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
How to Apply
A Verified Employer
EPIC RPS has trusted BenefitsLink to help reach qualified candidates for this opening.