Retirement Plan Client Success Specialist
Ascensus
Ascensus is seeking a Client Services Consultant in Denver, CO, responsible for delivering consultative service to partners and plan sponsors. The role involves resolving complex retirement plan issues and supporting clients through expertise and coaching. Candidates should have excellent communication skills, a bachelor’s degree, and experience in the Retirement Services industry. The position offers a competitive salary and comprehensive benefits including 401(k) match, medical, dental, and more. #J-18808-Ljbffr Ascensus
$56.3k - $93.8k
...collaborating with Regional Sales Representatives to implement business plans and support retirement-focused advisors. A Bachelor's degree and 3+ years of financial services sales experience are required. The successful candidate will demonstrate solid interpersonal skills and the...Retirement$65k - $80k
...detail-oriented and proactive Client Portal Support Specialist with strong Salesforce support... ...visibility, and support operations Success in This Role Looks Like Timely... ...articles Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance...RetirementTemporary workWork at officeLocal areaShift workAfternoon shift- Charles Schwab is seeking a Client Service Manager in Lone Tree, Colorado, to lead client service delivery and support plan administration. The ideal candidate will manage client... ...and ensure compliance with retirement plan regulations. This role requires a Bachelor...Retirement
- Transwest, Inc. is seeking a Customer Service Specialist in Denver, CO. This full-time role serves as the primary point of contact for... ...Spanish) candidates. A full benefits package is offered, including medical, dental, and retirement options. #J-18808-Ljbffr Transwest, Inc.RetirementFull time
- Description The Surety Client Manager supports Producers and Account Executives... ...included for Washington roles) Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan... ...and environment you need to be successful. The majority of our colleagues...RetirementTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$21.44 - $32.21 per hour
...workflow tasks for assigned clients to ensure requests and services... ...contributions, payroll, and plan information. Collect, verify... ...related work experience. Prior retirement or 401(k) experience and... ...written communication skills. Successful completion of educational courses...RetirementWork experience placementWork at officeImmediate startRemote workWork from homeHome officeMonday to Friday- ...Product Specialist The Client Specialist is a sophisticated wealth expert that... ...of clients' wealth and planning needs. Your new business... ...health and wellness centers, a retirement savings plan, backup... ...are directly linked to our success. We are an equal opportunity...Retirement
$22 per hour
...that happen. You'll be the first voice clients hear, and your job isn't just to inform... ...dental, and vision insurance ~401(k) retirement plan ~10 PTO days (15 after the first year... ...Employer. Employment is contingent upon successful completion of a background check and...RetirementHourly payShift work$50k - $75k
...Interfast! Join our dedicated team and contribute to our continued success. Together, we can achieve great things! Responsibilities... ...Comprehensive benefits package, including health insurance, retirement plans, and more Collaborative and supportive work environment fostering...RetirementFull timeWork at office$19.29 - $27.5 per hour
...multidisciplinary group that responds to client inquiries, troubleshoots issues, and... ...option to work from home on Fridays after successful completion of a 90-day introductory... ...Long-term disability coverage* ~403(b) retirement plan which provides 100% vesting immediately...RetirementBi-weekly payHourly payFull timeTemporary workWork at officeLocal areaImmediate startRemote workWork from homeMonday to FridayFlexible hoursShift work2 days per week- ...Denver, Colorado to ensure efficient workflow tasks for assigned clients by monitoring requests and providing essential information... ...work model and various benefits including meal subsidies, retirement plans, and educational reimbursement. #J-18808-Ljbffr Sentry InsuranceRetirementFlexible hours
$40k - $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- ...Co. in Aurora, CO, is looking for a full-time Customer Service Specialist to assist customers by understanding their needs and providing... ..., and vision coverage, along with a generous time-away package and various retirement benefits. #J-18808-Ljbffr Sherwin-Williams Co.RetirementFull time
- Axos Bank is seeking a Client Service Advocate in Englewood, Colorado, to provide high-quality service to Registered Investment Advisor... ...to client satisfaction. Benefits include medical, dental, vision insurance, and a 401(k) retirement plan. #J-18808-Ljbffr Axos BankRetirement
- ...actually feel the work matters. Excellent benefits plan — medical, dental, vision plans, 401(k) retirement plan with up to 5% company match, Career and Leadership... ...and business styles Hunger and drive: success in this role rewards effort and results Nice to have...RetirementBase plus commissionFull timeWork at officeFlexible hours
$50k - $70k
...Agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail,... ...insurance Home insurance Life insurance Retirement planning State Farm agents are independent...RetirementFor contractorsFlexible hours- ...market share in Denver, Colorado. You will collaborate with sales representatives and external financial advisors to implement business plans and enhance product distribution efforts. The ideal candidate will have 3+ years of financial services sales experience and a...RetirementFlexible hours
$23 - $27 per hour
...motivated, curious, and customer focused Client Advisor with an undeniable passion for... ...skills in order to drive the continued success and strong heritage of the brand.... ...programs, employee discount/perks and two retirement plans both with employer contributions. Additional...RetirementHourly payTemporary workLocal area$45k - $70k
.... The role involves assisting existing clients, answering calls, responding to emails,... ...growth. Many team members have gone on to successful careers. We are committed to community... ...00 - $70,000 per year Benefits include Retirement Plan with Employer Matching, Flexible...RetirementFull timeWork at officeRelocationFlexible hours$17 per hour
...creating exceptional outcomes for our clients and the millions of people who count on... ...Paid training to set you up for success Career growth opportunities and internal... ...programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO...RetirementHourly payMinimum wageFull timeCurrently hiringLocal areaRemote workWork from homeHome officeMonday to FridayShift work$40k - $95k
...agency in January 2020 and we have quickly built one of the most successful agencies in the country. Our motto is “work hard, play hard.... ...Range: $40,000 - $95,000 Profit Sharing Paid Time Off Retirement Plan 4‑Day Work Weeks Compensation $40,000.00 - $95,000.00 per...RetirementFull timeFor contractors- ...'s pet parents. The Opportunity: As a Client Service Representative (CSR), you are the... ...the client experience and supports the success of the hospital as a whole. What You’... ...401(k) with a Company Match: A retirement plan that helps you plan ahead, with matching...RetirementLocal areaFlexible hoursWeekend workAfternoon shift
$20 per hour
...Description Outbound Call Specialist (Part-Time) Overview... ...to support our client outreach efforts. In this... ...close-knit team that has successfully adapted through... ...to specific elections, plan, or program terms. If... ...and Hospital • 401(k) Retirement Plan – Pre-tax and Roth...RetirementContract workTemporary workPart timeCasual workWork at officeMonday to FridayFlexible hours- ...Description The Customer Success Representative serves as the frontline representative for Autowash. They handle customer calls, texts,... ...up their membership correctly. Provides simple explanations of plan options to guide customers to the right fit. Supports churn prevention...Work at officeRemote work
- ...Morgan Wealth Management is hiring a Private Client Advisor based in Wheat Ridge, CO. In this... ...solutions while championing the success of your teammates and the bank. Your responsibilities... ..., and providing comprehensive financial planning. The ideal candidate has 2+ years of...
$18 - $29.46 per hour
...flourish and leaders who care about your success. Join our Patient Service... ...medical, prescription drug, dental, vision plans, life insurance, paid time off (full-time... ...holidays annually), tuition reimbursement, retirement plan benefit(s) including, but not limited...RetirementFull timeWork at office$75.2k - $119k
...comprehensive suite of solutions for employers and health plans, including: Capital Rx, a public benefit corporation... ...Position Summary Judi Health is seeking a self-driven customer success consultant to fill a client facing role. This individual will be accountable for...Work at officeLocal areaRemote workFlexible hoursShift work$20.19 per hour
...Customer Outreach Specialist I Power TakeOff is seeking... ...team to help you be successful. As a company, we... ...performance-based bonus plan. ~ Medical insurance... ...Account contributions ~ Retirement plans with company... ...customers, our utility clients, the environment, and...RetirementHourly paySummer workWork at officeLocal areaRemote workRelocation packageMonday to FridayFlexible hours- ...Customer Service Specialist The Customer Service Specialist... ...is essential to the success of our Automotive... ...concerns and ensure maximum client satisfaction. The... ...Company's applicable plans. This position is eligible... ...coverage, security, retirement and saving benefits....RetirementFull timeFor contractorsWork experience placementLocal areaMonday to FridayFlexible hoursNight shift
$40k - $80k
...Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training... ...and financial services needs, including Life Insurance and Retirement Planning. Our office is located in South Denver. Apply now and...RetirementFor contractorsWork at officeFlexible hours
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