Retirement Plan Client Success Specialist
Ascensus
Ascensus is seeking a Client Services Consultant in Pennsylvania responsible for managing client relationships and providing consultative support for retirement plans. The role includes identifying solutions to complex client issues, mentoring team members, and ensuring client satisfaction through expert service. The ideal candidate will have a background in retirement services, strong communication skills, and the ability to handle multiple priorities effectively. Additional benefits include a 401(k) match and comprehensive health benefits. #J-18808-Ljbffr Ascensus
$56k - $70k
PCS Retirement is looking for a Client Service Specialist to enhance client satisfaction through proactive service and communication. This role requires managing client requests, resolving issues, and collaborating with internal teams to ensure seamless client interactions...RetirementRemote job$50k - $70k
...full campaign lifecycle from planning and contracting through execution... ...closely with Customer Success Managers, Sales (AEs), and RevOps... ...strategy. Provide day‑to‑day client support while building strong... ...package, including a 401(k) retirement savings plan. Hybrid working...Retirement- ...starts after required onsite training in Jacksonville, FL. The successful candidate will handle high call volumes, using problem-... ...customer loyalty. Benefits include full medical coverage, a retirement plan, and opportunities for career advancement. This position is...RetirementRemote job
$40k - $57.31k
A SaaS company is hiring a Customer Success Specialist to work remotely within the United States. The role focuses on guiding small businesses... ...$40,000-$57,308 plus benefits like health insurance and a retirement plan, this is a full-time position ideal for candidates eager...RetirementRemote jobFull time- ...services firm is seeking a Private Client Advisor in Brooklyn, NY. This... ...comprehensive financial planning and personalized investment... ...advisory experience, demonstrating success in client acquisition and... ...health benefits and retirement plans. #J-18808-Ljbffr JPMorgan...Retirement
- Join NBT Bank in Pennsylvania to deliver exceptional client service and effectively manage an assigned book of business. Responsibilities... .... Benefits include generous PTO, parental leave, comprehensive medical coverage, retirement plans, and more. #J-18808-Ljbffr NBT BankRetirementWork at office
$40k - $57.31k
Customer Success Specialist - Remote (US) Clicki Referrals is seeking a Customer Success & Integrations Specialist to help small businesses... ...Benefits Competitive salary ($40,000-$57,308/year) 401(k) retirement plan Health, dental, and vision insurance Paid time off Remote...RetirementRemote jobPermanent employmentFull timeContract work$72k - $97k
...Description As a Lead Associate, Client Success, you’ll be instrumental in supporting and expanding our client relationships... ...Time Off (only included for Washington roles) Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual...RetirementTemporary workWork at officeLocal areaFlexible hours$55k - $80k
Account Success Representative (ASR) - Fully Remote This role will... ...with the company’s strategic plans and objectives. Responsibilities... ...liaison between Company and clients. Coordinates with Company... ..., and dental insurance, PTO, retirement plans (401K), holiday paid time...RetirementRemote jobHourly payWork at office- ...Customer Success Associate Team up with a diverse array of teams and elevate your... ...Associate in Chief Data & Analytics Office Client Engagement Team, you support customers... ...-site health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementWork at office
$15 per hour
...Role Summary Nuuly is seeking a Customer Success Associate, Tier 1, that will be responsible for delivering frontline support by addressing... ...medical, dental, vision, PTO, generous employee discounts, retirement savings and much more! For additional information visit Pay...RetirementTemporary workPart timeShift workWeekend work$66.3k
...alternative application process. Customer Success Specialist Elmhurst, NJ, US 18 days ago... ...Employee’s Medical, Dental, and Vision Retirement Savings – 401K plus employer matching... ...energy personality and passion to serve clients that creates a positive impact in the...RetirementTemporary workLive inLocal areaWork from homeShift work- Ascensus, located in Pennsylvania, is seeking a Retirement Services Consultant to provide exceptional client service and develop a deep understanding of retirement plans. You will collaborate with internal teams to resolve client issues efficiently, ensuring satisfaction...Retirement
$21 - $26 per hour
Columbia Bank is looking for a candidate for a client relationship role focused on corporate and commercial banking support. The successful candidate will manage relationships,... ...benefits package including healthcare and retirement plans. #J-18808-Ljbffr Columbia BankRetirement- ...Anthropologie Group, Free People & Nuuly) is looking for a Customer Success Associate, Tier 1, to deliver frontline support by addressing... ...provides an array of employee benefits including healthcare, retirement savings, and generous discounts. #J-18808-Ljbffr URBN (Urban...RetirementFlexible hoursWeekend work
$65k - $125k
...opportunity for a sales professional with experience in retirement advisory services. The successful candidate will develop new business, establish essential relationships, and provide fiduciary guidance to Plan Sponsors. With a base salary range of $65,000 to $125,000...RetirementFlexible hours- ...and in-house training you need to be successful. For this reason, no prior... ...serve as a key contact and liaison for clients to ensure their total satisfaction.... ...investments, insurance based protection, retirement, savings and estate planning to help clients and business owners...RetirementFull timePart timeRemote work
- ...work centers around life insurance, mortgage protection, and retirement planning, all with the goal of creating long-term financial security.... ...technology with real human connection, we’ve built a client-first experience that’s redefining the insurance experience....RetirementRemote jobFull timeWork at officeFlexible hoursAfternoon shift
$90k
...record of performance for our clients through multiple market... ...team provides advice, wealth planning, and retirement services to approximately 2... ...and center. Much of our success can be attributed to our insatiable... ...motivated Client Service Specialist (CSS) to join our global...RetirementWork experience placementImmediate start- ...Firefly is looking for a Customer Success Specialist based in New York.... ...full campaign lifecycle — from planning and execution through post-campaign... ...to deliver seamless client experiences. Ideal candidates... ...that includes a 401(k) retirement savings plan because we value...Retirement
$31.97 - $36.3 per hour
...through every job, move, health plan, and life stage. Our AI-... ...the Senior Manager, Customer Success, the Payer Customer Success... ...Dashboards, ensuring adherence to client deadlines, internal team SLAs... ...401(k) match of up to 2% for retirement planning ~ A yearly...RetirementHourly payFull timeWork experience placementRemote workWorldwideSleeping nights$21 - $28 per hour
...Client Success Specialist The Client Success Specialist is a pivotal role that is responsible for ensuring an exceptional after-sales service... ...competitive pay, medical, dental, and vision insurance, 401(k) plans with company match, paid time off, alongside other...Work at office- ...Relationship Manager The Client Specialist is a sophisticated wealth expert... ...and estates, financial planning, insurance, alternative investments... ...and wellness centers, a retirement savings plan, backup... ...are directly linked to our success. We are an equal opportunity...Retirement
$75k
A leading research enablement platform is seeking a Client Success - Healthcare Corporate Specialist in NYC. In this hybrid role, you will advocate for the Insights product, develop engagement plans, and drive client interactions with corporate healthcare clients. The...- ...requires a Bachelor’s degree and strong communication skills. The successful candidate will demonstrate a proactive service mindset and... ...comprehensive benefits package includes health coverage, retirement plans, and additional employee assistance programs. #J-18808-...RetirementRemote work
- ...and challenges and subsequently develop, plan, implement, and follow through with... ...and complex disease state(s). Documented successful sales track record – must have “brag book... ...Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation...RetirementFull time
- ...About the job Customer Support Specialist Remote Customer Support... ...energy innovation. Our clients depend on us not just for technical... ...to better support client success. Communicate with... ...and Paid Holidays ~401(k) Retirement Plan with company matching ~ Mental...RetirementImmediate startRemote workHome office
$79.6k - $131.3k
...Develop and execute a territory and account plan to grow contract attachment, renewals,... ...displayed. The salary offered to a successful candidate is based on experience, education... ...treatment, and bariatric surgery benefit Retirement and Financial Well-being ~ BD 401(k...RetirementDaily paidContract workTemporary workWork at officeRemote workWorldwideFlexible hoursShift work- ...Team/Role The Customer Service Specialist primarily engages with WEX... ...All offers are contingent upon successful completion of a background... ...under the terms of an applicable plan. Non-sales roles are... ...dental and vision insurances, retirement savings plan, paid time off,...RetirementFlexible hours
- ...customer support, customer experience, or client-facing role, ideally in a fast-paced or... ...opportunity to share in our company's success and build long-term financial growth.... ...dental, vision, LTD, Life Insurance, etc.), retirement plans (401K). Access to hundreds of gyms,...RetirementWork at officeWork from homeFlexible hours3 days per week
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