RPS Client Service Specialist

Overview

Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

The RPS Service Specialist (Bankside) is responsible for providing support to RPS team members and clients as a member of the Retirement Plan Services Product & Operations team. This role will have client-facing responsibilities in addition to being a key member of the product team to create scalability within the operational aspects of managing clients, specifically clients that are reside on our Trust/Custody platform (including but not limited to pension, 401k’s, profit sharing, VEBA).

The RPS Service Specialist plays a key role in delivering high-quality service to our custodial/trust clients. This position is responsible for addressing client inquiries, resolving service issues promptly, and ensuring that client needs are met with professionalism and efficiency. By building strong relationships and maintaining open communication, the specialist helps enhance the overall client experience and supports the ongoing success of the Wealth Management team.

This role is an integral part of the department’s success in delivering the best in class experience to our clients.

The salary range for this position is $18.25/hr - $29.75/hr the base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

• Assist the RPS team with day-to-day servicing of our advisory clients
• Assist in preparation of fee benchmarking & investment reports
• Assist in the preparation of client materials
• Liaison between Sales, Relationship Managers, and the client during new client onboarding
• Communicate with clients and participants as needed
• Receive client requests and process accurately and timely

• Ensure client information is set up on systems (FIS/Trust Desk, Salesforce, etc) and reviewed periodically for accuracy and updates
• Track and provide reports to RPS team members and clients as needed.
• Coordinate with recordkeepers and other third parties to ensure accurate data and timely transactions/reporting.

• Coordinate components on identified project initiatives, including documentation of decisions, timelines, implementation, and training.
• Partner with team members and other business areas to deliver on company objectives to grow the retirement plan services business.
• Perform other job-related duties and special projects as the need arises.
• Provide administrative support to RPS key personnel.

• Detail Oriented
• Self-starter with ability to prioritize work
• Accountability
• Strong administrative/organizational skills
• Relationship building and collaboration – interpersonal skills

• Years of
  
  Experience:
  
  3+ years retirement industry experience
• Adept at utilizing Microsoft Office products,…