Apply on Employer Site

NBT Bank · 12 hours ago

Senior Client Service Specialist

Rochester, New York

Full-time

Onsite

Mid, Senior Level

4+ years exp

NBT Bank is a financial institution that empowers people to grow and innovate through meaningful work. They are seeking a Senior Client Service Specialist to deliver exceptional client service for daily record-keeping and administration of assigned accounts, ensuring compliance and client satisfaction.

BankingFinancial Services

No H1B

Responsibilities

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

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

Assist Team Leads in the development of processes and implementation of best practices to ensure compliance to EPIC RPS standards of service

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

Monitor and manage client requests, and internal reports for required task completion

Perform other duties as assigned

Qualification

Pension experienceMicrosoft Office applicationsClient Service experienceMathematical conceptsProblem-solvingEffective communication

Required

Associate's degree and four (4) years' Client Service experience or equivalent combination of education and experience

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