Pay Range : $58,500.00 - $80,319.00Deliver client service for the complex and sophisticated major accounts and high- profile clients by overseeing the daily records activities and administration of assigned book of business.
Ensure the highest levels of client satisfaction to promote client retention, and additional revenue opportunities.
Education and Experience :
- Associate's degree and four (4) years'Client Service experience or equivalent combination of education and experience
- ASPAA Qualified 401(k) Administrator (QKA) or obtain designation within 24 months in position
Skills and Abilities :
- 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.
Tasks Performed :
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.
Physical Requirements :
- Communicate effectively with internal and / or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Client Services Senior Representative
A company is looking for a Client Services Senior Representative - Remote. ...
Senior On-Site Service Specialist |
Note: Due to the higher level of presentation and telephone skills needed to perform receptionist duties, employees performing this function are considered to be Senior On-Site Services Specialist. Associates will be working on production print, package sorting and delivery, mail sorting and deliver...
Client Service Specialist
A company is looking for a Client Service Specialist to work remotely with investment clients and Financial Advisors. ...
Senior Client Service Specialist
Deliver client service for the complex and sophisticated major accounts and high- profile clients by overseeing the daily records activities and administration of assigned book of business. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communicat...
Senior Computer Network Support Specialist
Our team is seeking a Senior Computer Network Support Specialist to join our team supporting the Department of Defense (DoD) with High Performance Computing (HPC) Moderation Program and Army Corps of Engineers, Engineer Research and Development Center (ERDC) DoD Supercomputing Resource C...
Senior Shareholders Services & Corporate Governance Specialist
Senior Shareholders Services & Corporate Governance Specialist. Shareholder Services operations and provides corporate governance support for the Board of Directors of a large, publicly traded company in a fast-paced environment. The candidate will interact with Elevance Health’s Corporate Secretary...
International Flight Operations Specialist, Senior (NJUS)
The International Trip Review Specialist, Senior works from Owner inquiry, booking, and through flight execution to identify and mitigate potential service issues. The International Trip Review Specialist collaborates with other NetJets teams and external partners to ensure all logistical arrangemen...
Building Automation Service Specialist – Senior Level – Columbus, Ohio
Work with multiple internal service team members including Service Sales, Client Service Managers, Service Coordinators, and RAM Digital Service Center personnel. Our Service Specialists perform assigned tasks on automation systems. Tasks include service agreement maintenance, projects, and on-call ...
Client Service Specialist - Sales
Basic Qualifications Bachelor’s degree or equivalent experience 2+ years of experience in Client Operations, Client/Customer Support or Client Implementations Experience with high-volume request management Strong verbal and written communication skills across functional lines including Sales, ...
Client Service Specialist - Global Risk Management
The Client Service Specialist (CSS) position will consistently and effectively develop, enhance, and solidify relationships with the service team by providing exceptional service in accordance with Hylant standards. The CSS role will provide a high level of quality support to the Client Service Mana...