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
$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...RetirementMinimum wageWork experience placementWork at officeNight shiftAfternoon shift$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...RetirementFull timeTemporary work$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...SuggestedWork at office- ...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...RetirementFull timeTemporary workShift work
- 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
- 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
- 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
$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...RetirementPart timeWork at officeLocal areaFlexible hours$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):...RetirementHourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift$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...RetirementMinimum wageWork experience placementWork at officeNight shiftAfternoon shift- ...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...RetirementWorldwide
$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...RetirementHourly payTemporary workFlexible hoursNight shift$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...RetirementLocal areaRemote work$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...RetirementHourly payTemporary workWork at officeImmediate startFlexible hoursNight shift$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):...RetirementHourly payMinimum wageFull timeTemporary workLocal areaFlexible hoursAfternoon shift$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...RetirementFull timeLocal areaShift work3 days per week$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...RetirementFull timeTemporary workPart timeWork at office- ...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'...
- 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
- 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 jobHourly payFlexible hours
- 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 timeContract workLive inWork at officeLocal area
$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 payContract workWork at office- ...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-...RetirementFlexible hours
$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...InternshipLocal areaImmediate startFlexible hours$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...RetirementFull timeH1bLocal areaVisa sponsorshipRelocation package- 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...
$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 areaShift work$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...- ...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...
$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...RetirementMinimum wage
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