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

Retirement Services Client Manager — Growth & Advisory

Marsh McLennan Agency

Marsh McLennan Agency is seeking a Client Manager in California to advise, service and retain clients with a strong understanding of qualified retirement plan benefits. The role involves coordinating plan renewals, preparing materials for new business presentations, and mentoring Retirement Analysts in census collection and enrollment activities. Successful candidates will possess experience with 3–5 years in corporate retirement plan service, a bachelor’s degree, and relevant industry #J-18808-Ljbffr Marsh McLennan Agency

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Retirement Services Client Manager — Growth & Advisory in San Diego, CA vacancy
  • $64.7k - $120.4k

     ...Client Manager The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers...  ...smooth implementation of new retirement plans. Establish and... 
    Retirement
    Minimum wage
    Work experience placement
    Work at office
    Night shift
    Afternoon shift

    Oliver Wyman, LLC

    San Diego, CA
    1 day ago
  • $158k - $216k

     ...DescriptionWe are seeking a Senior Client Service Manager (CSM) to lead strategic...  ...missions and our firm’s growth strategy. This position...  ...alternative delivery models, and advisory/strategic services.Working...  ..., paid holidays, 401(k) retirement savings plan with employer... 
    Retirement
    Full time
    Temporary work

    Brown and Caldwell

    San Diego, CA
    2 days ago
  • $180k - $220k

     ...Grant Thornton is seeking an Advisory Director Client Relationship Executive...  ...Executive (CRE) to accelerate the growth of our Outsourcing solution...  ...ROI across shared services, finance, IT, HR, customer...  ...and executive relationship management, this leader shapes how capabilities... 
    Suggested
    Work at office

    Grant Thornton LLP

    San Diego, CA
    3 days ago
  •  ...is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive...  ...managers, and marketing team to shape our growth strategy, particularly in the water...  ...parental leave, paid holidays, 401(k) retirement savings plan with employer match, performance... 
    Retirement
    Full time
    Temporary work
    Shift work

    Brown and Caldwell

    San Diego, CA
    2 days ago
  • A leading fintech company is seeking a Client Relationship Manager in San Diego to drive business growth and expand client relationships. The ideal candidate will have 2+ years of client-facing experience in the insurance industry, and an active Life & Health license. Strong... 
    Suggested

    Acrisure

    San Diego, CA
    2 days ago
  • C3 Risk & Insurance Services is seeking a seasoned Client Manager in California to manage a book of mid-sized clients, coordinate submissions, and oversee...  ...deliver tailored coverages. A P&C license is required, with growth opportunities and a supportive team environment. #J-1... 
    Remote job

    C3 Risk & Insurance Services

    San Diego, CA
    2 days ago
  • Trestle Law, APC is looking for a Client Development Manager to lead sales and client growth in a boutique IP and business law firm located in San Diego. The role emphasizes converting qualified leads and proactive outreach to grow the firm's revenue. Success in this position... 
    Remote job

    Trestle Law, APC

    San Diego, CA
    2 days ago
  • $140k - $180k

     ...+ 10% bonus + OT Our client is a growing accounting...  ...learning, and professional growth-with a path toward...  ...Bring Big 4 audit or advisory experience Experience...  ...companies Ability to manage multiple priorities and...  ...the company's 401(k) retirement plan. Additional disclaimer... 
    Retirement
    Part time
    Work at office
    Local area
    Flexible hours

    Vaco by Highspring

    San Diego, CA
    14 hours ago
  • $16.93 - $21.63 per hour

     ...search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB...  ...scheduling future appointments. · Manage the finances by maintaining...  ...well-being and professional growth by offering a comprehensive...  ...care covered . Generous Retirement Plans (401(k) and Roth):... 
    Retirement
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Banfield

    Chula Vista, CA
    3 days ago
  • $60k - $128k

     ...Description: Summary The Client Manager II applies experience and critical thinking...  ...consumers. Develop analytical, customer service and communication skills needed to...  ...tuition assistance, 401K savings and other retirement programs as well as employee assistance... 
    Retirement
    Minimum wage
    Work experience placement
    Work at office
    Night shift
    Afternoon shift

    Marsh McLennan

    San Diego, CA
    3 days ago
  •  ...done, replacing legacy advisory relationships with an...  ...AI-first, tech-enabled services model. Our...  ...Executive to drive new logo growth for Transfer Pricing....  ...they prospect, prepare, manage their pipeline, and evolve...  ...HSA options. 401(k) retirement plan. Life and disability... 
    Retirement
    Worldwide

    Exactera

    San Diego, CA
    3 days ago
  • $70.3k - $90k

     ...Legendary Food and Legendary Service is who we are. We’re about loving...  ...Front of House training. Managing performance of Front of House...  ...formal training, and career growth opportunities. Benefits A choice...  ...Travel Insurance. 401(k) Retirement Plan. Flexible Spending... 
    Retirement
    Hourly pay
    Temporary work
    Flexible hours
    Night shift

    Texas Roadhouse

    El Cajon, CA
    3 days ago
  • $133.66k - $143.02k

     ...salary for Accounting Manager is $133,659-$143,015.0...  ...your future with our retirement plan options including...  ...personal development and growth activities—and much...  ...foster a high-performing, service-oriented team...  ...workflows Communication & Advisory Skills - Clearly communicates... 
    Retirement
    Local area
    Remote work

    San Diego County Regional Airport Authority

    San Diego, CA
    1 day ago
  • $22.5 - $36 per hour

     ...Service Manager At Sprouts Farmers Market, the Service Manager is responsible for overall...  ...accrual plan ~ Opportunities for career growth ~15% discount for you and one other...  ...Employee Assistance Program (EAP) ~401(K) Retirement savings plan with a generous company... 
    Retirement
    Hourly pay
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Night shift

    Sprouts Farmers Market

    San Diego, CA
    2 days ago
  • $16.93 - $21.63 per hour

     ...Client Service Coordinator The Client Service Coordinator ("CSC") drives...  ...future appointments. Manage the finances by maintaining...  ...well-being and professional growth by offering a comprehensive...  ...vision care covered. Generous Retirement Plans (401(k) and Roth):... 
    Retirement
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Local area
    Flexible hours
    Afternoon shift

    Banfield Pet Hospital

    San Diego, CA
    3 days ago
  • $50 per hour

     ...Banking Relationship Managers (BBRMs) don’t just...  ...strategy, and drive growth for healthcare clients navigating today’s complex...  ...(ASCs), dental service organizations (DSO),...  ...CardsPersonal Wealth and Advisory partnersCapital...  ...and employer-funded retirement planPaid vacation (from... 
    Retirement
    Full time
    Local area
    Shift work
    3 days per week

    US Bank

    San Diego, CA
    1 day ago
  • $181k - $326k

     ...our people. Our diverse service lines, including Water...  ...and drive responsible growth. Whether advancing...  ...challenges facing our clients and communities. Client...  ...relationship‑building, change management, and performance...  ..., paid holidays, a retirement savings plan with employer... 
    Retirement
    Full time
    Temporary work
    Part time
    Work at office

    HDR

    San Diego, CA
    2 days ago
  •  ...to review returns and tax workpapers, advise on partnerships, C- and S-corporations, and provide planning and compliance for your clients. The role requires coordinating multiple client engagements, coaching staff, and staying current with tax developments; a Bachelor'... 

    Jobtailor

    San Diego, CA
    4 hours ago
  • C3 Risk & Insurance Services in San Diego, CA seeks a Client Manager to provide day-to-day client service, manage submissions, and handle renewals with marketing and carrier coordination. The role requires an active P&C license, 5+ years of relevant experience, and a strong... 
    Remote job

    C3 Risk & Insurance Services

    San Diego, CA
    4 hours ago
  • A client-focused company is seeking a Remote Client Account Executive to manage a portfolio of client accounts. In this role, you will deliver excellent service, build strong relationships, and uncover new business opportunities. Ideal candidates will have proven experience... 
    Remote job
    Hourly pay
    Flexible hours

    Sales Match

    San Diego, CA
    2 days ago
  • We are:Accenture Song accelerates growth and value for our clients through sustained customer relevance....  ...customer support in a digital, self-service manner and you’re ready to apply your...  ...contact forecasting and work force management, quality management, center staffing... 
    Full time
    Contract work
    Live in
    Work at office
    Local area

    Accenture

    San Diego, CA
    3 days ago
  • $75k - $85k

     ...America’s leading security and facility services company, offers rewarding careers that...  ...serve. Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long...  ...overtime, and supporting revenue growth, cash collections, and overall profitability... 
    Hourly pay
    Contract work
    Work at office

    Allied Universal

    San Diego, CA
    4 days ago
  •  ...seeking a dedicated individual to manage Front of House operations in El...  ...staff to deliver exceptional service. Interested candidates will enjoy...  ...plans, paid leave, and a robust retirement plan, as well as opportunities for career growth and community support. #J-18808-... 
    Retirement
    Flexible hours

    Texas Roadhouse

    El Cajon, CA
    3 days ago
  • $65k - $75k

     ...Associate, Client Relationship Manager Lido Advisors, LLC, an established and...  ...immediate impact by supporting Advisory teams in all aspects of...  ...firm delivering an essential service to our clients. The Associate...  ...personal and professional growth and embraces a culture of... 
    Internship
    Local area
    Immediate start
    Flexible hours

    Lido Advisors, LLC

    San Diego, CA
    4 days ago
  • $164.75k - $241.62k

     ...division is currently seeking a Engineering Services Area Sales Manager - West Region in Phoenix, AZ, San...  ...and execution for specific growth segments. Expected results include but...  ...Health and Welfare benefits as well as Retirement benefits, and several programs that provide... 
    Retirement
    Full time
    H1b
    Local area
    Visa sponsorship
    Relocation package

    Eaton

    San Diego, CA
    1 day ago
  • LevitZacks is seeking a Tax Manager to lead complex tax engagements for diverse clients, including individuals, partnerships...  ...corporations, with a focus on advisory services and planning. You will mentor...  ...on client service and growth initiatives. This role emphasizes... 

    LEVITZACKS

    San Diego, CA
    4 hours ago
  • $126k - $182k

    We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory...  ...transaction advisory services to our clients to meet their complex financial...  ...your engagement team’s professional growth and develop your own leadership... 
    Local area
    Shift work

    Baker Tilly US

    San Diego, CA
    1 day ago
  • $179k - $262k

     ...Baker Tilly is a leading advisory, tax and assurance...  ...provide professional services across audit, tax, and...  ...firms. Job Title Senior Manager, Transaction Advisory...  ...transactions. Communicate with clients to deliver exceptional...  ...their professional growth. Build and nurture... 

    Baker Tilly US

    San Diego, CA
    3 days ago
  •  ...safety solutions is seeking a Senior Customer Success Manager in San Diego. This role involves managing client relationships, optimizing platform deployment, and...  .... Join a dynamic team and contribute to the growth of innovative transportation technologies. #J-18808... 

    Netradyne

    San Diego, CA
    1 day ago
  • $49k - $91.3k

     ...primary focus of the Senior Client Analyst is to provide technical...  ...and by the Director, Client Services. Essential Duties & Responsibilities...  ...filing guidelines. ~ Manage Tasks within ImageRight....  ...assistance, 401K savings and other retirement programs as well as employee... 
    Retirement
    Minimum wage
    San Diego, CA
    27 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retirement Services Client Manager — Growth & Advisory. Be the first to apply!