Client Service Specialist

Job not on LinkedIn

🔥 57 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $21 - $29 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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EPIC Retirement Plan Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

EPIC Retirement Plan Services is a U. S. -based retirement plan recordkeeper and administrator that provides comprehensive retirement solutions and related services to plan sponsors, financial advisors, banks & trust companies, and third-party administrators. EPIC offers plan design and administration, defined benefit and actuarial consulting, recordkeeping for DC plans, multiple employer plans (MEPs/PEPs), HSAs (MyHSA), and a proprietary participant technology platform (GoRetire) including mobile apps and white-label/branded solutions. The firm emphasizes compliance support, payroll integrations, participant education, and partner-focused service, and reports serving roughly 9,500 plans, $37 billion in assets, and 400,000 participants with a team of more than 300 retirement professionals.

📋 Description

• Deliver client service for daily record-keeping, administration, and servicing of an assigned book of business • Promote revenue growth, productivity, and exceptional customer satisfaction • Ensure plans are administered in compliance with plan provisions and current pension laws and regulations • Discuss compliance testing processes/results and required government filings • Ensure services meet EPIC RPS documented service standards through timely communication with clients, plan sponsors, advisors, and day-to-day contacts • Monitor and manage daily reports • Document pertinent client communication • Provide internal and external project management support • Communicate with operational teams to maintain record-keeping items for 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 procedure manuals and technical procedures • Ability to write routine correspondence • Ability to speak effectively with internal and external contacts • Ability to work with probability and statistical inference concepts • Ability to apply fractions, percentages, ratios, and proportions to practical situations • Ability to solve practical problems with limited standardization • Ability to interpret written, oral, diagram, or schedule instructions • Knowledge of Microsoft Office applications • Ability to develop software skills through internal training within a reasonable time • Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable • Ability to communicate effectively with internal and/or external customers • Ability to remain stationary 75% of the time or greater • Ability to move objects up to 10 lbs

🏖️ Benefits

• At least 22 days of paid time off annually, prorated in the year of hire • Six weeks of paid parental leave at 100% of salary • Comprehensive medical coverage, including employer HSA contributions for High Deductible Health Plan participants • Dental and vision coverage • Flexible spending accounts for healthcare and dependent care expenses • Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage • Employer-paid basic life insurance, with optional supplemental coverage • Voluntary hospital, accident, and critical illness coverage • 401(k) plan with employer matching • Optional Roth 401(k) • Pension plan • Adoption assistance • Tuition reimbursement • Employee Assistance Program (EAP) • Pet insurance • Financial and banking services benefits and financial planning assistance • Wellness initiatives • Flexible work arrangements • Volunteer service and charitable partnerships • Career development programs and tools • Competitive compensation and performance-based incentives • Part-time employees working 20+ hours/week: medical, dental, vision, voluntary benefits, and six weeks of paid parental leave at 100% of salary • All part-time employees: paid sick and safe leave, EAP, and financial and banking services benefits