Client Service Specialist

🔥 12 hours 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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NBT Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1856

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

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.

📋 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 and results and required government filings • Ensure services meet EPIC RPS documented service standards through timely client communication • Communicate 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-based 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 with 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 • Performance-based incentives • Part-time employee benefits as specified in the posting, including medical, dental, vision, voluntary benefits, parental leave, retirement plans, paid sick and safe leave, EAP, and financial and banking services