Retirement Services Consultant — Drive Client Success
Ascensus
Ascensus, based in the Town of Florida, provides retirement plans, insurance, and consulting services. We are looking for a candidate to assist our consulting team with case management and workflow. This role is crucial for acquiring new clients and servicing current ones. A bachelor's degree and 3 to 5 years of experience in the retirement services industry are required. Strong analytical skills and excellent communication abilities are essential for success. #J-18808-Ljbffr Ascensus
- A leading software company in New York is seeking a Customer Success Specialist to enhance client relationships and ensure optimal use of software products. You will resolve customer service issues and provide feedback for product improvements. Ideal candidates possess...SuggestedFlexible hours
$20 - $28 per hour
...customer‑focused Full‑Time Client Advisor at our Palm Beach Gardens... ...to providing exceptional service and creating unforgettable... ...creativity and skills to drive the continued success and strong heritage of the... ...employee discount/perks and two retirement plans both with employer...RetirementHourly payFull timeTemporary work$17 per hour
...who you will work with to drive sales and provide an excellent client experience that... ...brand experience. To be successful in this role you will operate... ...provide the highest level of service. Our team mission is... ...discount/perks and retirement plans with employer contributions...RetirementFull timeTemporary workFlexible hoursNight shift- ...professional to join the Woundtech team as a Client Success Representative for our Palm Beach, St.... ...role in providing exceptional customer service and support to Woundtech’s clients who... ...MSO and IPA clients. Demonstrated high drive, energy, and passion for follow up, an uncompromising...SuggestedLocal area
$19.33 - $39.23 per hour
Client Onboarding Specialist ADP is hiring a Client... ...achieve long‑term success. Once ADP services are delivered, your efforts... ...; and guide and drive clients towards the best... ...solution, you will consult with clients and... ...Life Insurance, Matched Retirement Savings, Wellness Program...RetirementMinimum wageTemporary workLocal area- All Jobs > Client Services Assistant Manager The Broward Constitutional... ...package including: Florida Retirement System (FRS) participation,... ...documentation as appropriate; Drives daily service center... ...Critical Competencies for Success Leadership: Mission focused...RetirementWork at officeWeekend workAfternoon shift
- James Perse is seeking a part-time Client Advisor in the Town of Florida, New York. The successful candidate will achieve sales... ..., provide excellent customer service, and maintain store standards.... ...Benefits include health insurance, retirement matching, and employee...RetirementPart time
- ...for our teams—and unparalleled service for today's pet parents. The Opportunity: As a Client Service Representative (CSR), you... ...experience and supports the success of the hospital as a whole. What... ...401(k) with a Company Match: A retirement plan that helps you plan ahead,...RetirementLocal areaFlexible hoursWeekend workAfternoon shift
- ...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the... ...assets and cost basis were successfully received. Monitors available... ...insurance; disability benefits; retirement savings; paid time off (including...RetirementWork experience placementWork at office
- ...and support your teammates’ success and the goals of the bank, while... ...investment solutions to your clients by relying on leadership and... ...role or equivalent financial services experience Demonstrated... ...health and wellness centers, a retirement savings plan, backup childcare...Retirement
- ## Registered Client Service Associate (Palm Beach Gardens, FL)Applylocations: Palm Beach Gardens... ...ensure all assets and cost basis were successfully received.* Monitors available cash... ...insurance; disability benefits; retirement savings; paid time off (including vacation...RetirementWork experience placementWork at office
$45k - $85k
A local insurance agency is looking for an Account Manager to build and maintain client relationships, promote relevant insurance products, and provide excellent customer service. The role offers a competitive salary ranging from $45,000 to $85,000 annually, along with...Local area- As a Private Client Advisor in Chase Wealth Management, you will... ...and support your teammates's success and the goals of the bank, while... ...role or equivalent financial services experience Demonstrated... ...health and wellness centers, a retirement savings plan, backup childcare...Retirement
- ...is looking for a candidate to consult on investment and insurance strategies, develop client relationships, and enhance client... ...in FINRA Series 7 and 66. The successful candidate will demonstrate... ...including health coverage and retirement plans. #J-18808-Ljbffr PNC Investments...Retirement
- A healthcare service provider is seeking an Account Manager in New York to manage client relationships, ensuring quality service and driving account success. This remote role involves building long-term client relationships, overseeing account services, and collaborating...Remote job
$49k - $51k
...management, invites you to join our team as a Client Success Manager. In this role, you will be the... ...(Accounting, Marketing, Guest Services, and Revenue) to maintain shared information... ..., dental, and vision insurance. 401(k) retirement plan with company match. Paid time off...RetirementLocal area$17 per hour
...fashion brand based in New York is seeking a dedicated Client Advisor to enhance client relationships and drive sales. The ideal candidate will have prior retail... ...merchandising strategies and providing top-notch service on the sales floor. A comprehensive benefits package...Hourly pay- ...Associate Account Manager focused on delivering exceptional client service and building strong customer relationships. In this role, you... ...various client challenges and uphold ADP's service reputation. Success in this position involves thriving in a fast-paced, metrics-...
- Join brobstongroup.com as a Client Advisor in a new Aventura store, focusing on sales, exceptional client service, and day-to-day operations. You'll drive sales targets, manage a personal client book, and enhance the store's image. The ideal candidate has at least 3 years...
- Woundtech is looking for a motivated Client Success Representative to enhance client satisfaction in the Palm Beach, St. Lucie, and Martin markets. In this role, you will educate referral sources and maintain strong relationships while using Salesforce CRM to manage client...
$1,100 per month
...responsible for providing client service to our partners,... ...thorough understanding of retirement plans and Ascensus... ...value added consulting resulting in high levels... ...potential solutions. Successfully identify, record, monitor... ...service cycle. Help drive increases in client retention...RetirementWork experience placementCasual workShift work- Deal Exchange, LLC is looking for a Client Success Onboarding Specialist to join their remote team in Florida or Georgia. This role involves managing the implementation and training of solutions for clients, ensuring satisfaction and timely delivery. The ideal candidate...Remote job
- ...store is seeking to add a Service Advisor to the team!... ...arrive to the service drive providing excellent... ...disability insurances 401(k) retirement plan with employer... ...existing and future clients. Attempt to resolve... ...and follow the service consultant process manual. Prepare...Retirement
- ...transparency, and direct service to the residents of... ...package including: Florida Retirement System (FRS)... ...provide direct service to clients seeking assistance through... ...or revocations of the driving privilege for a... ...Critical Competencies for Success Interpersonal Skills:...RetirementWork at officeWeekend workAfternoon shift
- NBT Bank in New York is seeking a dedicated professional for client service and record-keeping roles. Responsibilities include managing compliance... ...time off, parental leave, comprehensive medical coverage, and retirement plans including a 401(k) match. #J-18808-Ljbffr NBT BankRetirement
$60k - $70k
Better Talent is seeking a Client Service Associate to support our financial advisors and clients in Florida. Your role will involve managing retirement planning services, account management, and ensuring seamless operations. Ideal candidates have strong organizational...Retirement- Cocoa Veterinary Hospital is seeking a Veterinary Receptionist / Client Service Representative to be the welcoming face of our practice. This... ...skills. Full-time benefits include health insurance and a retirement plan. Join a supportive team environment committed to high-...RetirementFull time
- ...ADP, Inc. is seeking a Client Support Specialist in Florida, NY, to serve as the front-line for resolving clients’ challenges. This... ...The ideal candidate will have 3–5 years of experience in client-service environments, be able to work overtime during peak seasons, and...
$60k - $70k
Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations. The ideal candidate...Retirement$60k - $70k
...Overview Fellowship Financial Group empowers clients through education-driven financial... ...helps individuals and families avoid common retirement pitfalls and align their financial... ...integrity, innovation, and exceptional service. If you’re passionate about supporting meaningful...RetirementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Services Consultant — Drive Client Success. Be the first to apply!
- service lot attendant Florida, NY
- site services specialist Florida, NY
- service advisor automotive Florida, NY
- client services associate Florida, NY
- toyota service advisor Florida, NY
- part time service advisor Florida, NY
- guest services associate Florida, NY
- community services specialist Florida, NY
- member services specialist Florida, NY
- environmental service worker Florida, NY

