Client Service Specialist

November 8

Apply Now

Receive Emails with Similar Jobs

NBT Bank

WebsiteLinkedInAll Job Openings

Personal Banking • Business / Commercial Banking • Asset Management • Wealth Management

1001 - 5000

Description

• Deliver client service for daily record-keeping, administration and servicing of assigned book of business • 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 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 • ASPPA Qualified 401(k) Administrator (QKA) designation or obtain designation within 24 months in position • Knowledge of Microsoft Office applications • 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 solve practical problems and deal with a variety of concrete variables

Benefits

• Competitive salary • Bonuses • Tuition Reimbursement Program • Wide range of benefits for eligible employees