Client Service Specialist

March 6

🐊 Florida – Remote

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

🌾 Iowa – Remote

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

+3 more states

🐊 Florida – Remote 🌾 Iowa – Remote 🗽 New York – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote

💵 $20 - $28 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

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PARC Street Partners

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PARC Street Partners is a financial services and investment management firm that specializes in providing tailored investment solutions to individuals and institutions. The firm focuses on delivering strategic asset allocation, portfolio management, and financial planning services to help clients achieve their financial goals.

Supplemental Executive Retirement Plans • SERPs • Executive Benefits • Educational Webinars

11 - 50 employees

Founded 2023

💸 Finance

🤝 B2B

📋 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. • Communicate effectively with internal and/or external customers.

🎯 Requirements

• Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience. • ASPPA Qualified 401(k) Administrator (QKA) designation or obtain designation within 24 months in position. • Ability to read and interpret documents such as procedure manuals and technical procedures. • Ability to write routine correspondence. • Ability to speak effectively with 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.