Client Service Specialist

NBT Bancorp•Rochester, NY

1d•$21 - $29

About The Position

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.

Requirements

Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience
Ability to read and interpret documents such as procedure manuals and technical procedures.
Ability to write routine correspondence.
Ability to speak effectively with both internal and external contacts.
Ability to work with mathematical concepts such as probability and statistical inference.
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Must have knowledge of Microsoft Office applications, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager.
Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Nice To Haves

ASPAA Qualified 401(k) Administrator (QKA) preferred

Responsibilities

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.
Perform other duties as assigned.

Benefits

Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Pet Insurance : For all your furry friends.
Financial and Banking Services : Various banking services benefits and financial planning assistance.
Paid Sick and Safe Leave : For your health and safety.