Client Service Specialist

EPIC Retirement Plan Services

. Deliver client service for daily record-keeping, administration, and servicing of an assigned book of business .

Posted 9/22/2026full-timeRemote • New York • United StatesJuniorMid-Level💰 $21 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service delivery, compliance with pension laws, and effective communication with stakeholders. Proficient in project management and record-keeping processes to ensure exceptional customer satisfaction and operational efficiency.

Highest-signal resume keywords

Client Service DeliveryCompliance with Pension LawsProject Management SupportMicrosoft Office ApplicationsASPAA Qualified 401(k) Administrator (QKA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Record-KeepingCompliance TestingStatistical InferenceProblem SolvingTechnical Procedure Interpretation

Soft Skills

Effective CommunicationCustomer Satisfaction FocusRoutine Correspondence Writing

Certifications & Qualifications

ASPAA Qualified 401(k) Administrator (QKA)

Industry Keywords

Pension LawsRevenue GrowthService StandardsClient CommunicationOperational Teams

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Ability to read and interpret procedure manuals and technical procedures
Ability to write routine correspondence
Ability to speak effectively with internal and external contacts
Ability to work with probability and statistical inference concepts
Ability to apply fractions, percentages, ratios, and proportions to practical situations
Ability to solve practical problems with limited standardization
Ability to interpret written, oral, diagram, or schedule instructions
Knowledge of Microsoft Office applications
Ability to develop software skills through internal training within a reasonable time
Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
Ability to communicate effectively with internal and/or external customers
Ability to remain stationary 75% of the time or greater
Ability to move objects up to 10 lbs

Benefits

Comp & perks

At least 22 days of paid time off annually, prorated in the year of hire
Six weeks of paid parental leave at 100% of salary
Comprehensive medical coverage, including employer HSA contributions for High Deductible Health Plan participants
Dental and vision coverage
Flexible spending accounts for healthcare and dependent care expenses
Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage
Employer-paid basic life insurance, with optional supplemental coverage
Voluntary hospital, accident, and critical illness coverage
401(k) plan with employer matching
Optional Roth 401(k)
Pension plan
Adoption assistance
Tuition reimbursement
Employee Assistance Program (EAP)
Pet insurance
Financial and banking services benefits and financial planning assistance
Wellness initiatives
Flexible work arrangements
Volunteer service and charitable partnerships
Career development programs and tools
Competitive compensation and performance-based incentives
Part-time employees working 20+ hours/week: medical, dental, vision, voluntary benefits, and six weeks of paid parental leave at 100% of salary
All part-time employees: paid sick and safe leave, EAP, and financial and banking services benefits