Retirement Plan Client Services Consultant
Usi, Inc.
USI Consulting Group (USICG) is seeking an EPS Staff Consultant to develop expertise in managing and retaining retirement plan clients, delivering exceptional service, and coordinating with internal teams and external partners to provide recordkeeping and consulting services for basic retirement plans. You will support with data gathering, reporting, and project tracking across core and non-core services. You will work with senior staff to learn IRS forms, audits, and testing processes, while #J-18808-Ljbffr Usi, Inc.
- Bryn Mawr Trust, a WSFS Company, seeks a Client Service Associate to support the Retirement Plan Services team. You will handle client communications, meeting... ...and eager to develop a career in retirement plan consulting and financial services. #J-18808-Ljbffr WSFS BankRetirement
- Voya Financial is seeking a client services professional to support 2-4 client relationships, act as a secondary contact, and collaborate... ...Excel skills, with a focus on independent work and timely problem-solving in retirement plan services. #J-18808-Ljbffr Voya FinancialRetirement
- New Era Technology seeks a customer service expert in the United States to handle inquiries about employer-sponsored savings and retirement plans. You will assist clients with transactions, resolve issues, and ensure policy compliance while delivering professional support...Retirement
$32 - $35 per hour
Account Coordinator, Media Planning New York, NY Hybrid Schedule (M... ...creative solutions to accommodate client video advertising objectives... ...and Parental Leave 401k Retirement Savings Plan with Employer Match... ..., including community service and volunteer opportunities,...RetirementHourly payWork experience placementWork at officeLocal areaRemote workMonday to Friday- ...direction of the Program Manager. The role involves assessing client needs, arranging services, providing information and referral, and coordinating... ...older adults. Responsibilities include developing care plans, maintaining records, leading biweekly group discussions,...Suggested
- ...commission structure designed to recognize excellence, client dedication, and results. Benefits include:... ...~ Transit and parking support ~401(k) retirement plan About the Role Client Experience & Customer Service Act as a trusted style and brand advisor,...RetirementFull time
$25 - $31 per hour
...coordinated support to ensure client needs are met consistently... ...client onboarding and ongoing service delivery. You'll work across... ...yes, we use what we build) PTO Plan—rest and recharge time is non... ...negotiable Mental health support, retirement planning, and financial...RetirementContract workRemote work- # Customer Service Representative (Remote)RemoteJob number:JR10104... ...listening to and understanding client/customer needs and then... ...dental, and vision insurance plans because your well-being is fundamental... ...life insurance benefits and retirement plans, including company-...RetirementFull timePart timeWork at officeRemote workWork from homeMonday to FridayShift work
- ...Customer Service Specialist – On-Site (USA) Salary: Depending on experience, location, industry, and client requirements. Employment Type: Full-time | Permanent Work... ...support. Health insurance, retirement plans, and paid leave where offered by the...RetirementPermanent employmentFull timeWork at officeRemote work
$20 per hour
...Associate: Provide customer service to customers in New York City... ...customer service, gaming, client services, guest services, electronics... ...to specific elections, plan, or program terms. If... ...Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax...RetirementContract workTemporary workSeasonal workWeekend workWeekday work$62k
...Job title: Client Success Consultant (CSC) Reports to: Client Relations Manager... ...the successful delivery of services that align with client... ...their roles. Develop action plans with clients and contractors... ...to full-time employees. Retirement Benefits: 401(k) plan...RetirementFull timeContract workTemporary workFor contractorsWork experience placementLocal areaRemote workHome officeMonday to FridayFlexible hours$20 per hour
...seeking a dedicated Customer Service Support Specialist to provide... ...ongoing contact with internal clients to ensure follow-through on... ...Employees should have a backup plan for connectivity disruptions,... ...Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-...RetirementContract workTemporary workWork at officeRemote workShift workNight shiftWeekend workAfternoon shift$55k - $75k
...Client Advisor OVERVIEW: Under the leadership and guidance of... ...providing outstanding customer service, building and maintaining a... ...Louboutin business strategies and plans. ~ Proven leader;... ...discretionary bonus, health insurance, retirement savings or paid leaves of...RetirementWork experience placementSeasonal workFlexible hoursShift workNight shiftAfternoon shift$21 - $26 per hour
...Experienced Veterinary Client Service Representative/Receptionist Abingdon Square Veterinary Clinic is looking for... ...commensurate with qualifications and experience Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary...RetirementTemporary workWork at office$48k - $53k
...account teams and internal company plans in daily activities. They... .../procedures, including client engagement, external messaging... ...engagement · Provide client service administration including preparing... ...Slow Periods · 401(k) Retirement Matching Plan · Health Insurance...RetirementInternshipLive inMonday to FridayFlexible hours$100k - $150k
...Opportunity Join a respected, client-focused trusts and estates... ...futures. Handle meaningful estate planning, probate, and estate... ...accuracy, and high-quality client service. Location: Queens, New York.... ...Health insurance Paid time off Retirement plan Vision insurance #J-1880...Retirement- A national retirement services company is seeking a Technical Resource Consultant. This remote position involves leading consulting projects... ..., and ensuring accurate client service. Candidates should have... ...strong background in retirement plans, exceptional communication...RetirementRemote job
$70.5k - $81.5k
...serving others? Join our team of "crew" as a Client Service Excellence Center associate! About this... ...their first home to preparing for retirement. In this role, you will connect with... ...institutions, employer-sponsored retirement plans, and financial professionals. We have a...RetirementRemote work- ...Professional Career We’re seeking a Client Success Specialist to... ...and providing exceptional service throughout the client... ...Conduct scheduled virtual consultations with new and existing clients... ...Explain concepts related to retirement planning, income protection, asset accumulation...RetirementRemote workFlexible hours
$60k
...company on a mission to help people retire better. Our software platform... ...401(k) and other retirement plan accounts as part of a... ...serve as a trusted partner to our clients guiding them through questions... ...Experience in customer support, client service, or a related field preferred...RetirementWork at officeImmediate startWork from home$40.9k - $75.8k
...analytique et l’engagement digital, au service des marchés de l’assurance Vie & Rente... ...polices et lesproduitsaux clients et auxconseillers Documenter lesprobl... ...wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off. DXC is...RetirementFull timeContract workWork at officeRemote workHome officeMonday to FridayFlexible hoursShift work$28 - $30 per hour
...LOOKING FOR? We are seeking a Senior Client Advisor with an established clientele and... ...client experience through personalized service and storytelling. At Valentino, we... ...package ~ Paid Time Off (PTO) ~401(k) retirement plan with company benefits ~ Career growth...RetirementHourly payFull timeSeasonal work$24.04 - $28.85 per hour
OVERVIEW Bilingual Client Services Representative Location: Remote About Alera Group Founded in 2017, Alera Group is one of the nation... ...succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. Why...RetirementHourly payWork at officeLocal areaRemote work$23.75 - $39.62 per hour
...nearly 100 years, we've been the Bank that clients from every industry turn to for our... ...Experience Specialist will provide exceptional service for internal and external clients based... ...health care and insurance plans, retirement savings options, tuition and adoption reimbursement...RetirementFull timePart timeWork at office$37k - $70k
...BMO Job Family Group: Customer Shared Services #bmoinsurance At BMO Insurance, we are... ...continuing to expand our reach and enhance the client experience through innovative service... ..., accident and life insurance, and retirement savings plans. To view more details of our benefits,...RetirementPart timeRemote work- ...committed to providing these services with empathy, compassion, professionalism... ...integrate a trauma-informed, client-centered approach, using an... ...develop a risk management plan during intake of shelter... ..., Dental, Vision, 403(b) Retirement Plan, Company Life Insurance,...RetirementHourly payFull timeContract workWork at officeImmediate startRemote workFlexible hoursShift workNight shift
$110k - $140k
...Listed Derivatives Execution Solutions – Client Facing Product & Solutions Specialist... ...health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits... ...relationships and pitch execution services to clients in cooperation with Product...RetirementFull timeWork at officeWork from home- ...Internal Client Advisor AssociateJPMorgan Asset Management... ...in realizing their retirement objectives by getting... ...and prospects through consultative, proactive phone... ...propositionProvide superior client service by being responsive,... ...a retirement savings plan, backup childcare,...Retirement
$19 - $24 per hour
...environment for our teamsand unparalleled service for today's pet parents. The... ...play a vital role both as a part of the client and patient care teams, ensuring seamless... ...coverage ~401(k) with a Company Match: A retirement plan that helps you plan ahead, with...RetirementLocal areaFlexible hoursWeekend workAfternoon shift$70k - $75k
...leading independent insurance and financial services firms. We combine the strength of a... ...personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital...RetirementLocal areaRemote work
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