Client Service Specialist - Retirement Plans
NBT Bank
NBT Bank in North Carolina is seeking a dedicated professional to provide excellent client service and manage daily record-keeping tasks. The successful candidate will ensure compliance with pension laws and prioritize exceptional customer satisfaction. With an associate's degree and two years of customer service experience, you'll contribute to revenue growth while enjoying benefits like generous paid time off and medical coverage. #J-18808-Ljbffr NBT Bank
$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$1,100 per month
...their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and... ...insurance (BOLI & ICOLI) policies for an assigned group of clients. The analyst works closely with stakeholders and the...RetirementCasual work- ...looking for a dependable, detail-oriented Client Specialist to support our insurance team with routine, day-to-day service tasks. This is an hourly, non-exempt role designed... ...-Fri Schedule Career Growth Opportunities Retirement Plan Responsibilities Process routine service...RetirementHourly pay
- Client Service Specialist, Business Insurance Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. Responsibilities Deliver prompt, courteous, and knowledgeable...RetirementPermanent employmentWork at officeFlexible hours
- ...are committed to delivering exceptional client service while fostering a culture of diversity... ...you will offer comprehensive financial planning and advice to individuals and families,... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition...Retirement
- ...0a-6p EST The Ally Invest Trading and Client Service Representative is responsible for providing... ...time off for volunteering and voting. Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company...RetirementWork at officeRemote workFlexible hoursShift work
$50k - $90k
...needs, and market appropriate products and services. Work with the agent to establish and... ...Home insurance Life insurance Retirement planning State Farm agents are independent contractors... ...Executive Assistant| Raleigh Country Club Client Service Manager - Personal Insurance We...RetirementFull timeTemporary workPart timeFor contractorsFlexible hours- ...different. At Pinnacle Family Services , the work you do... ...— compassionate, client‑centered care that meets... .... As a Client Support Specialist at Pinnacle Family Services... ...implement Treatment Plans and Individualized... ...Health Navigator 401(k) Retirement Plan Benefits Hub and...RetirementWork at officeLocal areaWork from homeTrial periodFlexible 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- ...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
$20 - $25 per hour
GRAIL is looking for a Customer Service Coordinator II in Durham, North Carolina. This role involves responding to inquiries from... ...with additional benefits including flexible time-off, 401(k) retirement plan, and comprehensive health coverage. #J-18808-Ljbffr GRAIL, Inc...RetirementFlexible hours- ...Raleigh, NC. The successful candidate will build and manage client relationships, offering personalized investment solutions... ...includes extensive benefits, including comprehensive healthcare, retirement savings plans, and mental health support. #J-18808-Ljbffr JPMorganChaseRetirement
- ...international vendors. Why Work for DDI? Our Insurance! Multiple Health Plans to choose from, Company-paid Life insurance for yourself and... ...time off, holiday pay, and possible overtime opportunities TWO retirement plan options with company match! Tuition assistance program...RetirementFull timeTemporary workImmediate start
$25 per hour
...union philosophy, join our team! Purpose The Associate Member Services Representative (MSR) is an entry-level position intended to... ...products and services offered by SECU (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and provide...RetirementWork at office$17.5 - $23.5 per hour
Patient Services Representative – Full-Time Float Position – Covers Multiple Locations in Greater Raleigh Area We’re seeking a detail... ..., dental, and vision coverage with FSA and HSA options ~Retirement plan with employer contributions ~Company-paid life insurance ~Paid...RetirementHourly payFull timeWork at office- ...Sales & Marketing Agency is on the lookout for a Key Account Specialist based in Raleigh, North Carolina. This sales-driven role... ...professionals. The position is remote and offers health benefits, retirement plans, paid time off, and employee discounts. #J-18808-Ljbffr...RetirementRemote job
- JPMorgan Chase is seeking a Private Client Advisor in Raleigh, NC, to deliver comprehensive financial planning and advice to clients. You will focus on building relationships... ..., benefits including health care coverage, retirement plans, and more, within a culture that values...Retirement
- ...Customer Service Team Member At Chick-fil-A, Customer Service Team members are responsible for providing an exceptional dining... ...Team Members with premiums paid via payroll deduction ~401(k) retirement plan with up to 5% Employer-paid matching contribution for Team...RetirementFull timePart timeLocal areaFlexible hours
- ...Customer Service Representative Genius Talent has partnered with a leading independent... ..., and the ability to build strong client relationships. Responsibilities... ...Competitive salary Health insurance Retirement savings plan Friendly and collaborative work...Retirement
$60k - $75k
...presentations, present to potential new and existing clients. Meet with sales teams to develop outbound prospecting plans. Collaborate with the marketing teams to... ...benefits such as mental and financial health; and retirement savings (401K) commensurate with the standard...RetirementFull time$81.5k - $126.5k
...derived from Joint Business Plans. Monitoring competitor activity... ...Working directly with Field Service Managers and Field Service... ...initiatives with team members in Client Engagement and Customer... ...vacation and holidays per year) Retirement and Protection - Helping to make...RetirementTemporary workWork experience placementLive inLocal areaRemote workFlexible hours$79.2k - $124.7k
...tools. Develop a territory‑level business plan that focuses on improving immunization... ...account management, consultative, or customer service experience Experience developing and... ...other insurance for employee and family, retirement benefits (including 401(k)), paid holidays...RetirementContract workFor contractorsWork experience placementWork at officeRemote workRelocationVisa sponsorshipFlexible hoursShift work$15 per hour
...Business Development Representative - Service at Thompson Buick GMC Cadillac plays a... ...maintenance specials. Expert Consulting: Educate clients on our technical capabilities and the... ...: Health and dental insurance, 401(k) retirement plan, and paid time off (PTO). Growth:...RetirementBase plus commissionSeasonal work$20.22 per hour
...Customer Service Agent Want to be the friendly face that welcomes Customers to Southwest... ...there to support Customers when travel plans change, offering help and care during... ...dependents too) Southwest will help fund your Retirement Savings Plan, which includes a dollar...RetirementHourly payWork at officeLocal areaShift work$60k
...leading provider of business and technology services. We accelerate business transformation... ...identifying top IT Talent to fulfill client needs Qualifications Educational... ...including a 401(k) company matched retirement savings plan, paid time off and holiday pay....RetirementHourly payFull timeInternship$50k - $90k
...We are located in Raleigh, NC and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees....RetirementFor contractors$56.59k - $94.31k
...the Healthcare Sales Team, the Client Development Representative is... ...providing superior customer service. The ideal candidate will... ...Core Company Performance Bonus Plan, equity grants, sign‑on bonuses... ...Insurance options 401(k) retirement plans with company match Health...RetirementWork experience placementRelocation packageFlexible hours$82k - $118k
...the Large Account Underwriting Specialist - Remote role at Selective... ...the company’s large account services and products. Create new business... ...base salary, incentive plan eligibility at all levels, and... ...comprehensive health care plans, retirement savings plan with company...RetirementRemote jobTemporary work- ...Participant Service Center Representative Why join our team at... ...believe in delivering exceptional client service, Definiti may be... ...helping to improve and secure many retirements, while also helping to grow a... ...administer their retirement plans. We help clients define what'...RetirementTemporary workWork at officeLocal areaRemote workHome officeFlexible hours
- ...Customer Service Representative Hajoca Corporation is one of the country's largest privately... ...via email, to maintain weekly sales plans, call reports, customer contact files,... ...and part-time benefits: ~401(k) ~ Retirement cash account with company contributions...RetirementFull timePart timeInternshipWork at officeLocal areaImmediate start
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 Raleigh, NC
- customer support representative Raleigh, NC
- service person Raleigh, NC
- work from home customer service advisor Raleigh, NC
- e-commerce customer service representative Raleigh, NC
- client engagement specialist Raleigh, NC
- spanish customer service representative Raleigh, NC
- customer service representative entry level Raleigh, NC
- warehouse customer service representative Raleigh, NC
- food service sales representative Raleigh, NC

