About this role
Role Overview
- Deliver client service for the complex and sophisticated major accounts and high-profile clients by overseeing the daily records activities and administration of assigned book of business.
- Ensure the highest levels of client satisfaction to promote client retention, and additional revenue opportunities.
- Work with major accounts and high-profile clients using discretion to address specific situations and ensure client expectations are appropriately met.
- Ensure plans are administered in compliance with plan provisions, current pension laws and regulations.
- Discuss the compliance testing process, testing results, and all required government filings; consult with clients/advisors on plan design options.
- Assist Team Leads in the development of processes and implementation of best practices to ensure compliance with EPIC RPS standards of service.
- Demonstrate knowledge of available EPIC RPS custody solutions and trading methods; train Client Service Specialists and other EPIC RPS team members as needed.
- Monitor and manage client requests, and internal reports for required task completion.
- Perform other duties as assigned.
Requirements
- Associate's degree and four (4) years' Client Service 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.
Benefits
- 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-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 : Supporting your growing family.
- Tuition Reimbursement : Invest in your education and career growth.
- Employee Assistance Program (EAP) : Access to support and resources.
- Pet Insurance : For all your furry friends.
- Financial and Banking Services : Various banking services benefits and financial planning assistance.