Retirement Plan Client Success Specialist
Fairygodboss
Fairygodboss is hiring a Client Service Specialist in Louisville, Kentucky. This role focuses on maintaining client relationships and ensuring compliance with retirement plan services. Responsibilities include direct communication with clients, assisting with service delivery, and monitoring compliance requirements. The ideal candidate will have a Bachelor's Degree or equivalent experience, up to 1 year in client service, and proficiency with Microsoft Office. Knowledge of 401(k) and strong communication skills are preferred. #J-18808-Ljbffr Fairygodboss
- Fairygodboss is hiring a Client Service Specialist in Louisville, Kentucky. This role is crucial for developing and maintaining client relationships for retirement plan services. The ideal candidate will possess strong communication skills and a Bachelor's Degree, with...RetirementWork at office
- ADP is seeking a Client Service Specialist in Louisville, KY, to maintain effective relationships with clients regarding retirement plans. You'll serve as the primary contact for service delivery and help clients navigate administration issues, ensuring optimal service...RetirementWork at office
$50k
...Compensation: $50k+ (DOE) The Customer Success Specialist plays a critical role in supporting the Account Management team by ensuring client workflows, reporting, vendor... ...vision benefits as well as the company's retirement plan (or similar retirement benefits). #J-1...RetirementWork at officeLocal area- ...At ADP we are driven by your success. We engage your unique talents and perspectives... ...Responsibility. Position Summary Client Service Specialist is responsible for developing and... ...and is the direct client contact for retirement plan services. The Client Service Specialist...RetirementWork at office
$40k - $52.3k
...a culture of compassion, service, and excellence. What Success Looks Like You're a strong communicator who listens with... ...provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays...RetirementFull timeTemporary workApprenticeshipWork at officeRemote workMonday to Friday$20 - $25 per hour
...based on experience) Sales commission opportunities Simple IRA retirement plan Supplemental health benefits available Paid holidays & PTO... ...Operations Coordinator Inside Sales / Leadership roles What Success Looks Like High lead conversion rate Fast response times Full...RetirementFull timeWork at officeImmediate start$14 per hour
...1 & older) ~ Access to financial advisors for budget and retirement planning ~ Crewmember Assistance Program ~ Education assistance... ...below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable...RetirementHourly payTemporary workCasual workImmediate startAll shiftsFlexible hoursShift workWeekend work- ...Our motto is Working Together. Building Success. and by joining Peoples Bank, we will... ...goals, just like we help thousands of clients reach their financial goals. Peoples Bank... ...package for our associates including: 401(k) retirement plan with an employer match, employee stock...RetirementLocal areaMonday to FridayRotating shift
$15 per hour
...training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-... ...options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life...RetirementHourly payFull timeTemporary workCasual workWork at officeLocal area$50k - $70k
...exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer... ...customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning...Retirement$55k - $60k
...exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer... ...including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and...RetirementFor contractorsWork at officeImmediate start$40k - $50k
...exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...RetirementFor contractorsFlexible hours$50k - $65k
...exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer... ...their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning...Retirement$50k - $65k
...you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...RetirementFor contractors- ...are looking for our next great team member. We attribute our success to having a fun, energetic environment that is an enjoyable... ..., including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and...RetirementFor contractorsWork at office
$14.5 per hour
...Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...RetirementHourly payFor contractors$60k - $80k
...you're competitive, hungry for success, and want a career that... ...people protect what matters most, plan for the unexpected, and build... ...25% on service – helping clients with policy changes, questions... ...insurance Life insurance Retirement planning State Farm agents...RetirementFor contractors$55k - $60k
...you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations... ..., including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and...RetirementFor contractorsWork at officeImmediate start$45k - $65k
...link between our company and our diverse client base. Your primary responsibilities... ...individual team members and prepare them for successful careers. If you are self-motivated,... ..., Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning,...RetirementFor contractorsWork at officeRelocation packageFlexible hours$82k - $118k
...experiences, and perspectives to our shared success. Together, we are a high-performing team... ...a competitive base salary, incentive plan eligibility at all levels, and a wide array... ...include comprehensive health care plans, retirement savings plan with company match, discounted...RetirementTemporary workRemote work- ...Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training... ...: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...RetirementFor contractors
- ...services. Maintain a strong work ethic with a total commitment to success each and every day. Compensation Hourly pay plus commission... ...Financial Services Needs, Including: Auto insurance Home insurance Life insurance Retirement planning #J-18808-Ljbffr State Farm AgentRetirementHourly payFor contractors
$16.75 - $19.47 per hour
...performance goals and targets. About This Job The Zenith Client Operations Specialist is responsible for providing operational and customer... ...or FSA account and other voluntary benefits. 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan. Employee...RetirementWork at officeLocal area- ...and support your teammates' success and the goals of the bank, while... ...investment solutions to your clients by relying on leadership and... ...commitment to goals‑based planning and advice. A valid and active... ...health and wellness centers, a retirement savings plan, backup...Retirement
- ...experience to mentor individual team members and prepare them for successful careers. If you want to work in an environment that is fun,... ...including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance,...RetirementFor contractorsWork at office
- ...direct interaction with walk-in customers. Success in this position depends on strong... ...with company match, Employee Stock Purchase Plan, paid time off (vacation, sick, volunteer... ...for all team members paid weekly ~401(k) Retirement Plan with company matching ~ Employee Stock...RetirementBi-weekly payWeekly payTemporary workWork experience placementWork at officeLocal areaFlexible hours
$55k - $60k
...professional skills while supporting the agency's long-term success. We're looking for motivated individuals who are ready to contribute... ..., including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and...RetirementFor contractorsWork at office- ...agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable... ..., including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance...RetirementWork at office
$42k
...Performance Metrics: To measure success in this role, team members... ...a $25,000 policy ~401K retirement program ~(8) Eight Observed... ...our mission to serve our clients. Integrity in Everything We Do... ...on a Performance Improvement Plan (PIP) or not actively employed...RetirementHourly payFull timeTemporary work$40k - $55k
...Auto insurance Home insurance Life insurance Retirement planning As Account Associate - State Farm Agent Team Member for... ...you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and...Retirement
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