Client Success Associate - FinTech (Savings & Retirement)
Vestwell Inc
Vestwell Inc is a financial technology company based in the United States, looking for a dedicated professional to assist with client administration and service needs. The role requires a high volume of interaction across various internal teams, ensuring client satisfaction and efficient problem-solving. The ideal candidate will possess strong time management skills, experience in the retirement industry, and the ability to handle multiple inquiries effectively. We offer comprehensive health benefits, generous time off, and a competitive 401(k) plan. #J-18808-Ljbffr Vestwell Inc
$65k - $75k
...look forward to every day. Position Overview: As a Client Success Associate you will play a key role in managing day-to-day operations... ...~ Comprehensive health, dental and vision plans ~401k retirement plan with company match ~ Paid maternity and parental leave...RetirementFull timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hours$110k - $130k
...About Us: Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally... ...source of deal information. About You: The Client Success Operations Associate reporting to the Head of Product, Client Success will partner...SuggestedFull timeLocal area- ...and engaging confidently with clients? If so, the Commercial Term... ...lender as a Client Associate on our multifamily lending sales... ...Development skills is the key to success and advancement.Job... ...health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementWork at office
$50k
...will provide exceptional customer support and advice, helping clients maximize their engagement with Yelp's advertising solutions.... ...-based incentives and a range of benefits including health, PTO, and retirement savings plans. #J-18808-Ljbffr Neighborhood GroupsRetirementRemote jobLocal area- ...Management, offers U.S. based clients and their advisors the... ...specific needs.As a Client Associate in J.P. Morgan Advisors, you... ...licenses upon hire or must successfully obtain within 180 days from... ...health and wellness centers, a retirement savings plan, backup childcare,...RetirementLocal area
- As a Client Success Associate, you are the client’s primary point of contact for day-to-day operational matters and are responsible for overseeing... ...are met Benefits Competitive compensation Health Savings Account External learning and career development panels Hybrid...Work experience placementWork at office
- ...Group (PEG) is looking for an associate to join its Information... ...This role involves managing client portfolios allocated to private... ...health and wellness centers, a retirement savings plan, backup childcare,... ...are directly linked to our success. We are an equal opportunity...Retirement
- ...and workforce housing. CDB's clients include for-profit and not-... ...Community Development Banking Associate within our Commercial Real... ...health and wellness centers, a retirement savings plan, backup childcare,... ...are directly linked to our success. We are an equal opportunity...RetirementPermanent employment
- ...enthusiasm for helping our clients, taking care of our employees... ...a Private Client Investment Associate in J.P. Morgan Wealth Management... ...and wellness centers, a retirement savings plan, backup childcare, tuition... ...are directly linked to our success. We are an equal opportunity...Retirement
- ...multiple listening posts—including Tell Us, client complaints, and survey programs—to... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement... ...workforce are directly linked to our success. We are an equal opportunity employer...Retirement
- ...opportunity to join our team as a HR Client Solutions Associate. In this role, the successful candidate will be responsible... ..., including Health and Welfare, Retirement, Statutory Benefits, Absence and... ...career, starting a family, or saving for retirement. The support employees...RetirementWork at office
- ...Client Service Associate, Customer Service (Long-Term Care) Be part of the Financial Services... ...ensuring our clients' satisfaction and success throughout their benefits enrollment... ...following ECLARO Benefits: ~401k Retirement Savings Plan administered by Merrill Lynch...RetirementWork at office
$25 - $45 per hour
...wealth management, including planning for retirement, education, legacy, and other life... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...business and/or group; and the overall success of the Company.BenefitsThis role is currently...RetirementHourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...Workplace Retirement Team Member J.P. Morgan Asset & Wealth Management... ...and wealth management. Its clients include institutions, high-... ...experience ~ Proven track record of success in selling Investment... ...centers, a retirement savings plan, backup childcare, tuition...Retirement
- ...forward culture that empowers your success. Work with KPMGs extensive... ...team helping high-profile clients understand, analyze, and respond... ...Private Client Group (GEPC) Associate to join our Business Tax... ...including HR policies, benefits, retirement plans, taxes, and the...RetirementWork at officeLocal areaRelocation
$26.5 - $45 per hour
...wealth management, including planning for retirement, education, legacy, and other life... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...business and/or group; and the overall success of the Company.BenefitsThis role is currently...RetirementHourly paySeasonal workWork at officeWork from homeShift workDay shift$28 - $45 per hour
...wealth management, including planning for retirement, education, legacy, and other life... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...business and/or group; and the overall success of the Company. Benefits This role is...RetirementHourly paySeasonal workWork at officeWork from homeShift workDay shift$75k - $85k
...Wealth is Neuberger's direct-to-client wealth and investment... ...the industry. The Client Associate will deliver comprehensive operational... ...contribute to the team’s success and client satisfaction. Primary... ..., along with base salary and retirement contributions, is part of our...RetirementFull timeWork at officeLocal areaShift work$137k - $147k
...is hiring a Manager, Customer Success to lead a growing team of... ...asset management, or adjacent fintech backgrounds, setting clear expectations... ...and vision insurance.Health Savings Account (HSA) & Flexible... ...Account (FSA) options.401(k) retirement plan.Paid Parental Leave....RetirementFlexible hours- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional... ...clients in realizing their retirement objectives by getting... ...wellness centers, a retirement savings plan, backup childcare,... ...are directly linked to our success. We are an equal opportunity...Retirement
$100k - $120k
...Client Success Associate Who we are looking for: 3-5 years of experience in a client success, account management, or other customer-facing role. Exceptional communication and interpersonal skills. Ability to manage multiple clients and projects with strong attention...Work at office$310k - $365k
...Description Job Description Private Client Dispute Resolution Associate Attorney Direct Counsel is... ...New York, NY About the Role The successful candidate will join a premier Private... ..., and vision insurance ~401(k) retirement plan ~ Paid time off and firm holidays...RetirementPrivate practice- MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience for our small business advertisers. You will play a key role in supporting and advising our advertisers post-sale, ensuring they receive the top-notch service they expect. As...Remote job
- As a Client Account Manager within Asset Management you will be responsible for delivering... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition... ...global workforce are directly linked to our success. We are an equal opportunity employer...Retirement
$65k - $105.5k
Job Title Listed & COTC Derivatives - CFTC Client Segregation Corporate Title Associate Location New York, NY Overview As an Associate of the US... ...packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits...RetirementWork at officeWork from home$35 - $44 per hour
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to... ...medical, dental and vision coverage, retirement benefits, maternity/paternity leave,... ...is conditioned upon the candidate successfully passing a background check, which may...RetirementHourly payLocal areaMonday to FridayFlexible hours- Job Summary RaymondJames is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to... ...insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave...RetirementWork experience placementWork at officeRemote work
$41.2k - $76.8k
...Client Service Associate , Business Insurance Our not-so-secret sauce. Award-winning, inclusive... ..., employee health & benefits, retirement, and private client insurance solutions... ...welfare benefits, tuition assistance, 401K savings and other retirement programs as well...RetirementMinimum wageWork at officeLocal areaNight shift$20 - $23 per hour
...can launch you on a path to success. With a passion for excellence... ...deliver exceptional service to our clients, foster a positive impact in... ...a full-time Client Service Associate. The Client Service Associate... ...· Cancer Care Insurance Retirement · 401(k) Plan with Company...RetirementHourly payFull timeTemporary workWork at officeRemote workFlexible hours$46.7k - $84.3k
...effectiveness. It primarily involves creating proposals for smaller clients and projects with recommendations aligned to client needs and... ...inputs and managing the completion of final deliverables. Success is measured by the quality and relevance of proposals, effective...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours
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