Client Service Specialist
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, etc.
Given posting includes:
- Pay Range: $21.01 - $29.41 (so Pay section)
- 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. (this is description; could be About the role)
- 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 (this is Requirements/Qualifications)
- Skills and Abilities: list of abilities (Skills)
- Tasks Performed: percentages (Responsibilities)
- Physical Requirements: (maybe part of Requirements? Could be separate but we have no heading for Physical Requirements; we could include under Requirements or maybe not needed. Since we only have allowed headings, we could incorporate physical requirements into Requirements or maybe not include separate section. The instruction: "Prefer a few substantive sections over many thin ones." So we can include physical requirements under Requirements or maybe under Qualifications. We'll decide.
- Why Work at NBT etc: This is company culture, benefits etc. Benefits section includes details: Benefits for Full-Time Employees, Part-Time etc. So we have Benefits.
- Also there is "Wellbeing", "Community Involvement", "Culture", "Career Development", "Total Rewards", "Business Stability". Those are more fluff; we can ignore as boilerplate? They are not specifically benefits but could be considered culture. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Those sections are not boilerplate but are promotional. However we only have limited headings; we could incorporate them into Benefits or maybe not include separate sections because they'd be thin. Better to include only Benefits (with details) and maybe About the role (description). Responsibilities (Tasks Performed). Requirements (Education/Experience + Physical). Skills (Skills and Abilities). Pay (Pay Range). Schedule? No schedule info given, so omit Schedule section.
Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay.
We need to use for each heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from each section.
Let's extract:
About the role: "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."
That's a sentence. Could be a
.
Responsibilities: Tasks Performed with percentages:
- 45% - Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance testing process/results and all required government filings. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with clients, plan sponsors, advisors and day to day contacts.
- 30% - Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
- 20% - Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans.
- 5% - Perform other duties as assigned.
We need to preserve all detail. Use
- each bullet.
Requirements: 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". Also Physical Requirements: "Communicate effectively with internal and/or external customers Stationary 75% of the time or greater Move objects up to a maximum 10 lbs". We'll combine.
We could format as a
containing both sentences, or separate
. Probably one
for education/experience, another
for physical requirements. But we need to preserve all details.
Skills and Abilities: list of 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.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must have knowledge of Microsoft Office applications, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager.
We'll put as
- .
Benefits: Need to include all benefits details for full-time and part-time. That's a lot. We must preserve all substantive information. So we need to list them.
Benefits for Full-Time Employees:
- Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
- Parental Leave: Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Flexible Spending Accounts: For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance: Supporting your growing family.
- Tuition Reimbursement: Invest in your education and career growth.
- Employee Assistance Program (EAP): Access to support and resources.
- Pet Insurance: For all your furry friends.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
- Paid Sick and Safe Leave: For your health and safety.
- Employee Assistance Program (EAP): Access to support and resources.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
We need to preserve all. Use
- for each benefit item. Could group under headings? But we only have
for Benefits section; inside we can have
intro then
for each category? The instruction: Use - for any list of duties/requirements/benefits, and
for prose. So we can have multiple lists.
We'll structure Benefits section: maybe a
intro: "Benefits for Full-Time Employees:" then
list. Then another "Benefits for Part-Time Employees Working 20+ Hours/Week:" then
. Then another "Benefits for All Part-Time Employees:" then
.
Make sure to preserve exact wording.
Pay section: Pay Range: $21.01 - $29.41. Use .
Now ensure we don't repeat job title as heading. Not included.
We must not include any boilerplate like "Why Work at NBT", etc. We omitted those.
Check for duplicated lines: none.
Now produce HTML fragment.
Let's craft:
About the role
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.
Responsibilities
- 45% - Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance testing process/results and all required government filings. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with clients, plan sponsors, advisors and day to day contacts.
- 30% - Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
- 20% - Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans.
- 5% - Perform other duties as assigned.
Requirements
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.
Physical Requirements: Communicate effectively with internal and/or external customers; stationary 75% of the time or greater; move objects up to a maximum 10 lbs.
Skills
- 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.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must have knowledge of Microsoft Office applications, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager.
Benefits
Benefits for Full-Time Employees:
- Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
- Parental Leave: Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Flexible Spending Accounts: For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance: Supporting your growing family.
- Tuition Reimbursement: Invest in your education and career growth.
- Employee Assistance Program (EAP): Access to support and
- for any list of duties/requirements/benefits. Use
for prose. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from each section. Let's extract: About the role: "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." That's a sentence. Could be a
. Responsibilities: Tasks Performed with percentages: - 45% - Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance testing process/results and all required government filings. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with clients, plan sponsors, advisors and day to day contacts. - 30% - Daily report monitoring and management, document pertinent client communication and provide internal and external project management support. - 20% - Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans. - 5% - Perform other duties as assigned. We need to preserve all detail. Use
- each bullet.
Requirements: 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". Also Physical Requirements: "Communicate effectively with internal and/or external customers Stationary 75% of the time or greater Move objects up to a maximum 10 lbs". We'll combine.
We could format as a
containing both sentences, or separate
. Probably one
for education/experience, another
for physical requirements. But we need to preserve all details. Skills and Abilities: list of 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. - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. - Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. - Must have knowledge of Microsoft Office applications, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager. We'll put as
- .
Benefits: Need to include all benefits details for full-time and part-time. That's a lot. We must preserve all substantive information. So we need to list them.
Benefits for Full-Time Employees:
- Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
- Parental Leave: Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Flexible Spending Accounts: For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance: Supporting your growing family.
- Tuition Reimbursement: Invest in your education and career growth.
- Employee Assistance Program (EAP): Access to support and resources.
- Pet Insurance: For all your furry friends.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
- Paid Sick and Safe Leave: For your health and safety.
- Employee Assistance Program (EAP): Access to support and resources.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
We need to preserve all. Use
- for each benefit item. Could group under headings? But we only have
for Benefits section; inside we can have
intro then
- for each category? The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So we can have multiple lists. We'll structure Benefits section: maybe a
intro: "Benefits for Full-Time Employees:" then
- list. Then another
- 45% - Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance testing process/results and all required government filings. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with clients, plan sponsors, advisors and day to day contacts.
- 30% - Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
- 20% - Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans.
- 5% - Perform other duties as assigned.
- 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.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must have knowledge of Microsoft Office applications, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager.
- Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
- Parental Leave: Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Flexible Spending Accounts: For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance: Supporting your growing family.
- Tuition Reimbursement: Invest in your education and career growth.
- Employee Assistance Program (EAP): Access to support and
"Benefits for Part-Time Employees Working 20+ Hours/Week:" then
- . Then another
"Benefits for All Part-Time Employees:" then
- .
Make sure to preserve exact wording.
Pay section: Pay Range: $21.01 - $29.41. Use
. Now ensure we don't repeat job title as heading. Not included. We must not include any boilerplate like "Why Work at NBT", etc. We omitted those. Check for duplicated lines: none. Now produce HTML fragment. Let's craft:
About the role
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.
Responsibilities
Requirements
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.
Physical Requirements: Communicate effectively with internal and/or external customers; stationary 75% of the time or greater; move objects up to a maximum 10 lbs.
Skills
Benefits
Benefits for Full-Time Employees:
- for any list of duties/requirements/benefits, and
- for each benefit item. Could group under headings? But we only have
- .
Benefits: Need to include all benefits details for full-time and part-time. That's a lot. We must preserve all substantive information. So we need to list them.
Benefits for Full-Time Employees:
- Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
- Parental Leave: Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Flexible Spending Accounts: For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance: Supporting your growing family.
- Tuition Reimbursement: Invest in your education and career growth.
- Employee Assistance Program (EAP): Access to support and resources.
- Pet Insurance: For all your furry friends.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
- Paid Sick and Safe Leave: For your health and safety.
- Employee Assistance Program (EAP): Access to support and resources.
- Financial and Banking Services: Various banking services benefits and financial planning assistance.
We need to preserve all. Use
- each bullet.
Requirements: 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". Also Physical Requirements: "Communicate effectively with internal and/or external customers Stationary 75% of the time or greater Move objects up to a maximum 10 lbs". We'll combine.
We could format as a