Client Service Specialist

Location: New York
* 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 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.
* 45% 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.
* 30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
* 20% Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans.
* 5% Perform other duties as assigned.
** Benefits for Full-Time Employees:*
* ** Voluntary Benefits**:
Including hospital, accident, and critical illness coverage.
** Tuition Reimbursement**:
Invest in your education and career growth. :
Various benefits and financial planning assistance.
** Benefits for Part-Time Employees Working 20+ Hours/Week:
**** Benefits for All Part-Time Employees:** :
Various benefits and financial planning assistance.

EPIC Retirement Plan Services offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. Join EPIC Retirement Plan Services and build your career through the many growth, learning and collaborative opportunities made available across the company.###
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