Client Service Specialist

3 days ago

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $20 - $28 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

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NBT Bank

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Banking • Finance • Fintech

NBT Bank is a financial institution offering a wide range of banking services for personal, business, and wealth management needs. They provide products such as checking and savings accounts, home loans, personal loans, and credit cards. The bank also offers digital banking solutions, fraud prevention resources, and investment and insurance services. NBT Bank is FDIC-insured, ensuring customer deposits are backed by the U. S. government. It has a robust presence with multiple office locations, and it is involved in community activities and diverse initiatives. Additionally, NBT Bank offers specialized services like NBT Wealth Connection, NBT Retirement Plan Services, and government banking.

1001 - 5000 employees

Founded 1856

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• 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. • 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.

🎯 Requirements

• 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 • 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.

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