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EPIC Retirement Plan Services

Verified Job Source

Rochester, New York

201–500 people

About

EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services. Building on EPIC’s open-architecture platform, our dedicated relationship managers and world class client-services teams ensure that each client has a custom-fit solution supported by friendly, responsive service. Leveraging our deep experience, tools, and technology, we actively work with our clients to continuously grow their retirement business over time. At EPIC RPS, we are passionate about our clients’ success.

Open positions

Client Service Specialist

On-site

Pay Range: $21.01 - $29.41 Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction. Education and Experience: 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 Skills and Abilities: Ability to read and interpret documents such as procedure manuals and technical procedures. Ability to write routine correspondence. Ability to sp…