Apply on Employer Site

NBT Bank · 1 month ago

Client Service Specialist

United States

Full-time

Remote

Entry Level

$20.60/hr - $28.83/hr

2+ years exp

NBT Bank is a stable financial institution that empowers people to grow and innovate. The Client Service Specialist will deliver client service for daily record-keeping and administration, ensuring compliance and exceptional customer satisfaction.

BankingFinancial Services

No H1B

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

Qualification

Microsoft Office applicationsCustomer service experienceEffective communicationProblem-solving

Required

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