Client Service Specialist - Retirement Plans
NBT Bank
NBT Bank in New Hampshire is looking for a dedicated client service representative to manage record-keeping and administration. The role involves ensuring compliance with pension regulations and providing exceptional service to clients, thereby promoting growth and customer satisfaction. The ideal candidate will hold an Associate's degree with relevant customer service experience and have solid communication and problem-solving skills. Benefits include generous paid time off, comprehensive medical coverage, and retirement plans. #J-18808-Ljbffr NBT Bank
- Ascensus seeks a Client Services Consultant to enhance client satisfaction by providing expert client service and knowledge of retirement plans. Responsibilities include resolving complex client issues, delivering client solutions, and coaching peers. The ideal candidate...Retirement
$65k - $80k
Client Success Specialist - Cohere Health | Remote (Boston, MA) Job Summary Cohere Health is seeking... ...experience and direct work with health plans are required. Key Job Details Job... ...insurance Employee Assistance Program 401(k) retirement plan with company match Health...RetirementRemote jobFull timeFlexible hours$90k - $110k
Description The Surety Client Manager supports Producers and Account Executives... ..., and highly effective customer service capabilities Ability to handle... ...included for Washington roles) Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan...RetirementTemporary workWork experience placementLocal areaVisa sponsorshipWork visaFlexible hours$21.01 - $29.41 per hour
...Range $21.01 - $29.41 Job Summary Deliver client service for daily record‑keeping,... ...Tasks Performed 45% Proactively ensure plans are administered in compliance with plan... ...accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with...RetirementFull timeTemporary workPart timeWork at officeWork visaFlexible hours$70k - $80k
...Client Service Specialist Boston, Massachusetts, United States Acadian Asset Management is a global... ...Relationship Managers by helping to plan client calls and meetings, gather and... ...benefits program, which includes health, retirement, and wellness offerings. Acadian...RetirementCasual workWork at officeFlexible hours3 days per week- PSI Services is looking for a Client Services Specialist to provide administrative support for client examinations. This remote role involves daily client... ...comprehensive benefits, including 401(k) retirement plans and generous time off policies. At PSI, we support...RetirementRemote job
$23 - $24 per hour
MSPCA-Angell in Boston is seeking a Client Care Coordinator to provide outstanding client service while supporting the care of hospitalized animals. This full... ...and animals. Benefits include health and retirement plans, and starting compensation of $23-$24/hr. #J-1...RetirementFull time- ...Description Job Description Client Care Specialist (CCS) - Veterinary Hospital... ...and present estimates for planned and emergency admissions... ...teams with financial services and payment options Serve... ...disability insurance ~403(b) retirement plan ~ Tuition reimbursement...RetirementFull timeRelocation packageFlexible hoursShift work
$75k - $85k
...Group, we strive to set the bar for the retirement services industry. Our goal is to deliver... ...innovative technology, and dedicated client service. We focus on making choices clearer... ...Gray is looking to add a Retirement Plan Specialist to our Sales team. This is a hybrid...RetirementWork experience placementWork at officeLocal areaRemote workHome officeVisa sponsorship- ...identify extra work and support mitigation planning for possible emergent issues dealing... ...customer issue resolution, fleet issues, service bulletin implementation, Monitoring & Diagnostics... ..., counseling and referral services. Retirement benefits include the GE Vernova...RetirementRemote workRelocation package
$70k - $87k
...pipeline of target accounts. Lead account planning focused on customer pain, business... ...Digital Workplace, End User Computing, Service Desk, and Operations leaders. Coordinate... ...contributions, vesting immediately, to grow your retirement savings. Bonuses for referring...RetirementContract workWork at officeImmediate startRemote workFlexible hours$80k - $90k
Position Overview The Client Invoicing Specialist will play a key role in the client invoicing function... ..., Marketing, Performance and Client Service groups. The Corporate Accounting Department... ...program, which includes health, retirement, and wellness offerings. Acadian...RetirementWork at office3 days per week$65k - $113.75k
...stakeholders at all levels within large client organizations. This position is hands‑... .... Additionally, the Client Service Officer is responsible for maintaining... ...comprehensive benefits program, which includes a retirement savings plan (401K) with company match; insurance...RetirementTemporary work- A financial services company in Boston seeks a candidate for a role focused on delivering high-quality client service and supporting retirement products. The ideal applicant will have 2-4 years of related... ...health and retirement savings plans. #J-18808-Ljbffr Manulife...Retirement
$75k - $90k
...highly experienced Private Client Assistant to provide... ...and client service support to attorneys and... ...& Estates, or Estate Planning experience strongly preferred... ...collaboration with billing specialists Process expense... ...and vision insurance Retirement savings and wellness programs...RetirementFull timeTemporary workPrivate practiceMonday to FridayNight shift$82k
...founded in 1963. Today, we help clients with total transformation‑... ...Do As a Client Program Senior Specialist, you will support and manage... ...Strong ability to successfully plan, execute, and oversee complex... ...performance bonus, retirement contribution, and a market leading...RetirementWork at officeLocal area- ...Trove is an administrative financial services company that understands the complex needs... ...seeking a Senior Accounting Associate-Client Onboarding to join our Family Office. This... ...discretionary bonus targets, generous retirement plan company matching, medical and dental...RetirementWork at office
- ...accounts receivable, loan and services such as preparation of... ...alternative payment methods, and retirement accounts Prepare funding requests... ...or related experiences, client service-oriented experience preferred... ...targets, generous retirement plan company matching, medical and...RetirementWork at office
- ...The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group... ...thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned....RetirementWork experience placement
$72k - $97k
Description As a Lead Associate, Client Success, you’ll be instrumental in... ...in client success, customer service, or a technical support environment... ...included for Washington roles) Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with...RetirementTemporary workWork at officeLocal areaFlexible hours$18.5 - $42.35 per hour
...activity results to unit supervisor in support of unit's operating plan. Applies understanding of technical policies and procedures of... ...that includes medical, dental, visual coverage; paid time off; retirement savings options; wellness programs; and other resources....RetirementHourly payFull timeTemporary workWork at officeLocal area3 days per week$25.19 - $32.07 per hour
...Join to apply for the Customer Service Rep role at Gypsum Management and Supply . 3 days ago. Be among the first 25 applicants. Position... ..., Disability & Life Insurance, Wellness Benefits, 401(k) Retirement Plan, Employee Stock Purchase Program, Paid Holidays & Vacation...RetirementHourly payFull timeWork at officeLocal area- ...We are seeking a detail‑oriented Data Entry Specialist to support a high‑volume, project‑based initiative. This role is responsible... ...bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. #J-18808-Ljbffr...RetirementWork at officeLocal area
- ...eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with...RetirementWork at officeLocal area
- ...market opportunities and challenges and subsequently develop, plan, implement, and follow through with action plans to positively... ...territory Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays...RetirementFull time
$35.19k - $70.38k
...This range is inclusive of base salary and a target incentive plan (which may include equity, commission, or other bonus structures... ...comprehensive benefits package, including Health, Dental, and Vision insurance, and a 401(k) retirement plan with company match. #J-18808-Ljbffr...RetirementWork at officeFlexible hours$55.05k - $70k
...Responsibilities Provide high‑quality customer service to clients and employees. Ensure all cash receipts are posted daily and applied... ...discretionary bonus, medical and dental coverage, retirement savings plan with company match, commuter transit subsidy, backup childcare...RetirementWork at officeLocal areaRemote work$17 - $21 per hour
...Resource Innovations is seeking a Customer Service and Rebate Processing Specialist to join our growing dynamic team. As a Customer Service and Rebate... ...of paid vacation annually, paid holidays, a 401(k) retirement plan with employer match, medical, dental and vision...RetirementWork experience placementLocal area$88k - $176k
...the office. Responsibilities Work with client consultants, legal, compliance, and all... ...to support the delivery of all delegated services. Have an opportunity to build improvements... ...assistance, 401(k) savings and other retirement programs, and employee assistance programs...RetirementMinimum wageWork at office3 days per week- ...World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make... ...benefits, investment advisory and retirement plan services, and payroll & HR... ...Position Summary The Associate Client Representative supports the...RetirementWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist - Retirement Plans. Be the first to apply!
- airport customer experience specialist Boston, MA
- customer support representative Boston, MA
- service person Boston, MA
- work from home customer service advisor Boston, MA
- e-commerce customer service representative Boston, MA
- customer service operations specialist Boston, MA
- client engagement specialist Boston, MA
- spanish customer service representative Boston, MA
- customer service representative entry level Boston, MA
- warehouse customer service representative Boston, MA


