Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Retirement Plan Client Services Consultant in New York, NY vacancy
  • 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 Bank
    Retirement

    WSFS Bank

    New York, NY
    1 hour ago
  • 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 Financial
    Retirement

    Voya Financial

    New York, NY
    1 day ago
  • 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

    New Era Technology

    New York, NY
    2 days ago
  • $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,... 
    Retirement
    Hourly pay
    Work experience placement
    Work at office
    Local area
    Remote work
    Monday to Friday

    Magnite

    New York, NY
    4 days ago
  •  ...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

    Catholic Charities Brooklyn and Queens, Inc.

    New York, NY
    1 day ago
  •  ...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,... 
    Retirement
    Full time

    Max Mara Fashion Group

    New York, NY
    3 days ago
  • $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... 
    Retirement
    Contract work
    Remote work

    Personify Health, Inc.

    New York, NY
    4 days ago
  • # 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-... 
    Retirement
    Full time
    Part time
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Shift work

    Globe Life And Accident Insurance Company

    New York, NY
    1 day ago
  •  ...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... 
    Retirement
    Permanent employment
    Full time
    Work at office
    Remote work

    JOBSTODAY.WORLD

    New York, NY
    2 days ago
  • $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... 
    Retirement
    Contract work
    Temporary work
    Seasonal work
    Weekend work
    Weekday work

    TEKsystems

    New York, NY
    4 days ago
  • $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... 
    Retirement
    Full time
    Contract work
    Temporary work
    For contractors
    Work experience placement
    Local area
    Remote work
    Home office
    Monday to Friday
    Flexible hours

    Launch TN

    New York, NY
    1 day ago
  • $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-... 
    Retirement
    Contract work
    Temporary work
    Work at office
    Remote work
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Aston Carter

    New York, NY
    11 hours ago
  • $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... 
    Retirement
    Work experience placement
    Seasonal work
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Christian Louboutin

    New York, NY
    15 days ago
  • $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... 
    Retirement
    Temporary work
    Work at office

    Veterinary Innovative Partners

    New York, NY
    2 days ago
  • $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... 
    Retirement
    Internship
    Live in
    Monday to Friday
    Flexible hours

    ColorComm, Inc.

    New York, NY
    6 days ago
  • $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

    Orion Placement

    New York, NY
    1 day ago
  • 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... 
    Retirement
    Remote job

    Definiti Llc

    New York, NY
    1 day ago
  • $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... 
    Retirement
    Remote work

    The Vanguard Group, Inc.

    New York, NY
    11 hours ago
  •  ...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... 
    Retirement
    Remote work
    Flexible hours

    All Financial Freedom

    New York, NY
    2 days ago
  • $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... 
    Retirement
    Work at office
    Immediate start
    Work from home

    Pontera

    New York, NY
    3 days ago
  • $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... 
    Retirement
    Full time
    Contract work
    Work at office
    Remote work
    Home office
    Monday to Friday
    Flexible hours
    Shift work

    DXC Technology Company

    New York, NY
    1 day ago
  • $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... 
    Retirement
    Hourly pay
    Full time
    Seasonal work

    Valentino

    New York, NY
    8 days ago
  • $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... 
    Retirement
    Hourly pay
    Work at office
    Local area
    Remote work

    Dickerson Group

    New York, NY
    1 hour ago
  • $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... 
    Retirement
    Full time
    Part time
    Work at office

    Valley National Bank

    New York, NY
    4 days ago
  • $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,... 
    Retirement
    Part time
    Remote work

    Bank of Montreal

    New York, NY
    1 day ago
  •  ...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,... 
    Retirement
    Hourly pay
    Full time
    Contract work
    Work at office
    Immediate start
    Remote work
    Flexible hours
    Shift work
    Night shift

    Safe Horizon, Inc.

    New York, NY
    18 days ago
  • $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... 
    Retirement
    Full time
    Work at office
    Work from home
    New York, NY
    a month ago
  •  ...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

    Chase

    New York, NY
    2 days ago
  • $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... 
    Retirement
    Local area
    Flexible hours
    Weekend work
    Afternoon shift

    GoodVets

    New York, NY
    1 day ago
  • $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... 
    Retirement
    Local area
    Remote work

    Alera Group, Inc.

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retirement Plan Client Services Consultant. Be the first to apply!