Senior Client Service Specialist

NBT Bank•Rochester, NY

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 four (4) years' Client Service 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.

Nice To Haves

Pension experience with 5500s and testing preferred.
ASPAA Qualified 401(k) Administrator (QKA) preferred

Responsibilities

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.
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.