NBT Bank · 1 week ago
Client Service Specialist
United States
Full-time
Remote
Entry Level
$21.01/hr - $29.41/hr
2+ years expNBT Bank is a stable financial institution looking for a Client Service Specialist to enhance client service and administration for their assigned book of business. The role involves ensuring compliance with pension laws, managing daily reports, and effectively communicating with various teams to maintain record-keeping standards.
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
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
Preferred
ASPAA Qualified 401(k) Administrator (QKA)
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.
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
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