Manager of Client Service

NBT Bank•Rochester, NY

3d•$74,726 - $114,583

About The Position

Manage delivery of exemplary client service by overseeing all personnel and processes related to personnel servicing the clients assigned to the Client Service Specialist (CSS) team. Provide appropriate training, tools, direction and motivation that ensure the Client Service team success while promoting enhanced productivity and efficiencies.

Requirements

Bachelor's degree and five (5) years' related experience or equivalent combination of education and experience
Excellent oral and written communication skills combined with the ability to effectively present information and respond to inquiries from clients, company management and colleagues.
Ability to read, analyze, and interpret legislative changes, general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to create reports, professional business correspondence and procedures.
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 define problems, collect data, establish facts, and draw conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables.
Must have knowledge of advanced Microsoft Office applications.
Position requires domestic travel for client meetings, conferences and trade shows.
Demonstrated knowledge of ERISA and DOL regulations.
Experience with administering a broad

Nice To Haves

Demonstrated leadership experience preferred
ASPPA Qualified 401(k) Administrator (QKA) designation

Responsibilities

Lead, manage and mentor successful teams whose members learn and grow from experience.
Supervise, develop and provide workload balancing support to assigned team.
Provides oversight on daily activity related to client service team by supporting the needs of CSS and Relationship Management teams.
Participate as needed scheduled client calls to provide support for specific situations.
Act as an escalation point for internal and external partners.
Maintain strong working knowledge of industry trends and EPIC products and services.
Provide internal and external project management support.
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.