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NBT Bank · 12 hours ago

Senior Client Service Specialist

United States

Full-time

Remote

Mid, Senior Level

4+ years exp

NBT Bank is a stable financial institution that empowers people to grow, innovate, and thrive through meaningful work. They are seeking a Senior Client Service Specialist to deliver exceptional client service and manage record-keeping and administration for assigned accounts.

BankingFinancial Services

No H1B

Responsibilities

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

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

Qualification

Pension ExperienceClient Service ExperienceMicrosoft OfficeMathematical ConceptsProblem SolvingEffective Communication

Required

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

Communicate effectively with internal and/or external customers

Stationary 75% of time or greater

Move Objects to Maximum 10 lbs

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time

Preferred

Pension Experience With 5500s And Testing Preferred

ASPAA Qualified 401(k) Administrator (QKA) preferred

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.

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

Dental and Vision Coverage: Ensuring your overall health and well-being.

Voluntary Benefits: Including hospital, accident, and critical illness coverage.

Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future.

Paid Sick and Safe Leave: For your health and safety.

Employee Assistance Program (EAP): Access to support and resources.

Financial and Banking Services: Various banking services benefits and financial planning assistance.