Senior Client Service Specialist

4 days ago


Rochester, New York, United States NBT Bank Full time
Job Title: Senior Client Service Specialist

At NBT Bank, we are seeking a highly skilled Senior Client Service Specialist to join our team. As a key member of our client service team, you will be responsible for delivering exceptional service to our major accounts and high-profile clients.

Key Responsibilities:
  • Develop and implement client service plans to ensure client satisfaction and retention.
  • Collaborate with internal teams to ensure seamless delivery of services and timely communication with clients.
  • Provide expert guidance on compliance testing, testing results, and government filings.
  • Assist in the development of processes and implementation of best practices to ensure compliance with EPIC RPS standards.
  • Train and educate team members on EPIC RPS custody solutions and trading methods.
Requirements:
  • Associate's degree and four years of client service experience or equivalent combination of education and experience.
  • ASPAA Qualified 401(k) Administrator (QKA) or obtain designation within 24 months in position.
  • Excellent communication and problem-solving skills.
  • Ability to work with mathematical concepts and apply them to practical situations.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.


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