EPIC Retirement Plan Services

Client Services Representative

• Deliver client service for daily record-keeping, administration, and servicing of an assigned book of business
• Promote revenue growth, productivity, and exceptional customer satisfaction
• Ensure plans are administered in compliance with plan provisions and current pension laws and regulations
• Discuss compliance testing processes/results and required government filings
• Ensure services meet EPIC RPS documented service standards through timely communication with clients, plan sponsors, advisors, and day-to-day contacts
• Monitor and manage daily reports
• Document pertinent client communication
• Provide internal and external project management support
• Communicate with operational teams to maintain record-keeping items for assigned plans
• Perform other duties as assigned

Client Service Specialist