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Client Service Specialist

EPIC Retirement Plan Services

in Remote / Norwich NY

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.  Role can be hybrid or remote within our footprint.

  • 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

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