Job description
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.
This job is a CSS position on the Consulting Services team, which requires advanced training with defined benefit, combo, and ESOP plans as these more complex plans continue to grow within EPIC. Team members usually start with a QKA and pursue the QPA which covers the Defined Benefit plans and may also have experience with Compliance.
Skills and Abilities:
This job is a CSS position on the Consulting Services team, which requires advanced training with defined benefit, combo, and ESOP plans as these more complex plans continue to grow within EPIC. Team members usually start with a QKA and pursue the QPA which covers the Defined Benefit plans and may also have experience with Compliance.
Education and Experience:
- Associate's degree and four (4) years'Client Service experience or equivalent combination of education and experience
- ASPAA Qualified 401(k) Administrator (QKA) or obtain designation within 24 months in position
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.
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