Client Service Specialist

Pay Range: $21.01 - $29.41

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.

Education and Experience:

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

Skills and Abilities:

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.

Tasks Performed: 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.

Physical Requirements:

Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

• 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…