Senior Client Service Specialist

Pay Range: $62,375.00 - $84,892.00

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.

• Associate's degree and four (4) years' Client Service experience or equivalent combination of education and experience
• ASPAA Qualified 401(k) Administrator (QKA) preferred

• 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.

• 35% 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.
• 20% 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.
• 20% Assist Team Leads in the development of processes and implementation of best practices to ensure compliance to EPIC RPS standards of service.
• 15% 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.
• 5% Monitor and manage client requests, and internal reports for required task completion.
• 5% Perform other duties as assigned.

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

NBT has built a reputation…