Client Service Specialist

Summary

NBT Bank is seeking a Client Service Specialist to support client service for an assigned book of business. The role focuses on daily record-keeping, administration, compliance support, reporting, and communication with clients, plan sponsors, advisors, and internal teams to ensure service standards and customer satisfaction.

Responsibilities

• Deliver client service for daily record-keeping, administration and servicing of assigned 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

Skills

• Associate's degree and two (2) years' customer service related 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
• Communicate effectively with internal and/or external customers
• Stationary 75% of the time or greater
• Move objects up to a maximum 10 lbs
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time
• ASPAA Qualified 401(k) Administrator (QKA) preferred

Qualifications

Must Haves

• Associate's degree and two (2) years' customer service related 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
• Communicate effectively with internal and/or external customers
• Stationary 75% of the time or greater
• Move objects up to a maximum 10 lbs
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time

Nice to Haves

• ASPAA Qualified 401(k) Administrator (QKA) preferred

Benefits

• Generous time-off policies
• Wellness initiatives
• Flexible work arrangements
• 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
• 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
• Tuition Reimbursement
• Employee Assistance Program (EAP): Access to support and resources.
• Pet Insurance
• Financial and Banking Services: Various banking services benefits and financial planning assistance.
• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
• Paid Sick and Safe Leave: For your health and safety.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.