Client Services Specialist

NBT Bank; Illinois; On-site; Full time

Job summary

A leading bank is seeking a Client Services Specialist to provide top-notch service and manage client records effectively. This role requires a strong customer service focus, excellent communication skills, and the ability to interpret complex documents. As a full-time position based in Illinois, the specialist will promote revenue growth and ensure client satisfaction while enjoying comprehensive benefits.

Benefits

Generous Paid Time Off

Parental Leave

Comprehensive Medical Coverage

Retirement Plans with employer matching

Tuition Reimbursement

Qualifications

• Requires an Associate's degree and two years' customer service experience.
• Knowledge of Microsoft Office applications is necessary.
• Must possess problem-solving capabilities and effective communication skills.

Responsibilities

• Deliver client service for record-keeping and administration of assigned book.
• Monitor daily reports and manage client communication.
• Ensure compliance with pension laws and regulations.

Skills

Customer Service

Communication

Mathematical concepts

Problem Solving

Microsoft Office

Education

Associate's degree

ASPAA Qualified 401(k) Administrator (QKA)

Job description

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Pay Range: $20.60 - $28.83

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.

Education and Experience:

• Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience
• ASPAA Qualified 401(k) Administrator (QKA) preferred
  
  

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.
• 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.
  
  

Tasks Performed:

• 45% 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.
• 30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• 20% Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans.
• 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
  
  

Benefits for Full-Time Employees:

• 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.
• Financial and Banking Services: Various benefits and financial planning assistance.
  
  

Benefits for Part-Time Employees Working 20+ Hours/Week:

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
  
  

Benefits for All Part-Time Employees:

• 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 benefits and financial planning assistance.
  
  

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking

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