Retirement Plan Client Success Specialist
Ascensus
Ascensus, located in Dallas, Texas, is seeking a Client Services Consultant responsible for delivering high-level client service and expertise in retirement plans. The ideal candidate will work closely with clients and internal teams, resolving issues and providing consultative support to ensure client satisfaction. This position requires strong communication skills, analytical thinking, and the ability to coach others. A Bachelor’s degree and experience in client service or retirement services are preferred. Comprehensive benefits, including medical and 401(k) match, are offered. #J-18808-Ljbffr Ascensus
- ...incoming calls, assist customers, and perform clerical duties. Successful candidates will have strong communication skills and... ...and benefits such as health insurance, life insurance, and retirement plans. Join our team and help us enhance customer satisfaction while...Retirement
$49k - $53k
...of how we operate and the reason for our success. We’re moving with urgency to become a... ...agent telephone inquiries on Investment Planning Services accounts and policies Processes... ...Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(...RetirementWork experience placementWork at officeWork from homeRelocation packageMonday to FridayShift work- ...and make an impact. By putting clients first and continuously... ...Application Support, Customer Success, or Technical Account Management... ...stipend.Health: Multiple medical plan options with mental health and wellness support offerings.Retirement: 401(k) with company match and...RetirementLocal areaFlexible hours
- ...someone to fill the position of Client Experience Specialist (CES), providing sales and... ...team and contributes to success as the primary day-to-day... ...Per Year (or state-defined plans) 10 Paid Holidays Medical,... ...including HDHP with HAS 401k Retirement Plan with Bi-Weekly Company...RetirementContract workTemporary workWork at officeRemote work2 days per week
- ...glasses, and contacts. 401(k) with Company Match Plan for your future with our retirement savings plan and generous employer match. Company-... ..., and more. Our dynamic team is the cornerstone of our success, embodying the values of teamwork, integrity, innovation...RetirementBi-weekly payFull timeWork at officeLocal area3 days per week
- ...inventory, merchandising, and checkout, shaping the store's success and contributing to the company's growth. The role requires strong... ...to work weekends and holidays. We offer competitive pay, retirement plans, employee discounts, and opportunities for career growth. #J-...RetirementWeekend work
- ...HVAC mechanical service Direct Sales Planning Coordinate cost estimates on project... ...reviewing contracts ~ Demonstrated sales success ~ Exceptional skills in relationship... ...Target 75-95K (can flex) with estimated W2 130+ Healthcare Benefits / Retirement Plan...RetirementLocal areaFlexible hours
$40k - $60k
...accountability, focuses on results, makes plans and follows throughBelieves in humility,... ...DisabilityPaid Life Insurance401(k) Retirement PlanEmployee Stock Purchase PlanLithia Learning... ...that must be met by an employee to successfully perform the essential functions of the job...Retirement- ...to our Sales leadership. The successful candidate will play a... ...up actions. Assist in the planning and coordination of special... ...accurate information to potential clients. Follow up on inbound sales... ...vision insurance plans. Retirement savings plan with company...RetirementWork at office
- ...Description:The Vice President, Advanced Planning is a client-facing role that serves as a... ...estate planning, income tax planning or succession planning work experience within a public... ...estate taxation knowledge (required)Retirement, financial, investment, and insurance...RetirementFull timeWork experience placement
- ...Client Outreach ConsultantThe Client Outreach Consultant proactively contacts the organization... ....Uncovers clients' potential financial planning gaps that often include: asset... ...Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/...RetirementWork at office
$21 - $24 per hour
...close supervision. The primary objective of this role is successful progression into the Inside Sales Representative 1 (ISR 1)... ...including: Health and wellness benefits Paid time off Retirement planning options Tuition reimbursement and continuing education...RetirementHourly payWork at officeMonday to Friday$90k - $100k
...we specialize in helping our clients navigate the complex landscape... ...migration and citizenship planning. Why choose Henley & Partners... ...journey. Achieve a high success rate in converting sales leads... ...and vision insurance; ~401K retirement match up to 4%; ~15 days of...RetirementWork at officeFlexible hours- ...Benefits ~ Medical, Dental, and Vision Plans ~ Flexible Spending Accounts ~... ...Insurance ~ Supplemental Life, AD&D ~401(k) Retirement Plan and Employer-Provided 401(k)... ...ability and performance are the keys to your success here at Florida Tile, regardless of your...RetirementTemporary workFlexible hours
$12 per hour
...1 & older) ~ Access to financial advisors for budget and retirement planning ~ Crewmember Assistance Program ~ Education assistance... ...below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable...RetirementHourly payTemporary workCasual workImmediate startAll shiftsFlexible hoursShift work$40k - $60k
...accountability, focuses on results, makes plans and follows through Believes in... ...Disability ~ Paid Life Insurance ~401(k) Retirement Plan ~ Employee Stock Purchase Plan... ...those that must be met by an employee to successfully perform the essential functions of the job...RetirementTemporary work- ...Dallas to manage relationships with plan sponsors within the education market... ...involves organizing enrollment for various retirement plans and educating clients on investment strategies. Ideal... ...resources and support to facilitate success in the financial services industry....Retirement
- ...learning and development opportunities and contribute to the success of a globally expanding, industry‑leading organization.... ...coverage after 60 days for full-time employees; MEC plans after 30 days. Retirement Savings: Availability of retirement savings programs. Disability...RetirementFull timeTemporary workCasual workWork at officeLocal areaRemote work
- ...development opportunities and contribute to the success of a globally expanding, industry‑leading... ..., and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location. Retirement Savings: Secure your future with retirement savings...RetirementFull timeContract workTemporary workCasual workWork at officeLocal areaRemote work
- ...opportunities and contribute to the success of a globally expanding,... ...employees have access to MEC medical plans after just 30 days. Benefit options vary by location. Retirement Savings: Secure your future... ...digitalization, MCI ensures clients do more for less. MCI is the...RetirementFull timeContract workTemporary workCasual workWork at officeLocal areaRemote work
$90k - $100k
...we specialize in helping our clients navigate the complex landscape... ...migration and citizenship planning. Why choose Henley & Partners... ...client opportunities. Success requires a commercial mindset... ...and vision insurance; ~401K retirement match up to 4%; ~15 days of...RetirementLocal areaFlexible hours- ...a more secure financial future through retirement plans, insurance and consulting services. Newport... ...while providing great service to clients and partners.Significantly increases sales... ...of experience in NQDC plan salesProven success selling corporate owned life insurance...RetirementFull timeRemote work
$36k - $48k
.../Opportunity for advancement within my agency Requirements Successful track record of meeting sales goals/quotas preferred People... ...including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Renters Insurance. Our office is located...RetirementFor contractorsWork at office- ...development opportunities and contribute to the success of a globally expanding, industry-leading... ..., and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location. Retirement Savings: Secure your future with retirement savings...RetirementFull timeTemporary workCasual workWork at officeLocal areaRemote work
- ...big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.While we are rooted... ...building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave...RetirementWork at officeImmediate startDay shift
$160k
...goals, this role is for you! Qualifications/How You Will Be Successful: Success in this role requires strong communication skills... ..., a wellbeing program, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO). Other rewards may...RetirementHourly payTemporary workWork experience placementStart working todayLocal areaShift workNight shiftAfternoon shift$36k - $48k
...Opportunity for advancement within my agency Requirements Successful track record of meeting sales goals/quotas preferred... ...including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Renters Insurance. Our office is...RetirementHourly payFor contractorsWork at office- ...direct interaction with walk-in customers. Success in this position depends on strong... ...with company match, Employee Stock Purchase Plan, paid time off (vacation, sick, volunteer... ...for all team members paid weekly ~401(k) Retirement Plan with company matching ~ Employee Stock...RetirementBi-weekly payWeekly payContract workTemporary workWork experience placementWork at officeLocal areaFlexible hours
- ...Customer Support Specialist I Function: Customer Experience Reports... ...opportunities. Partner with Customer Success Managers and internal teams... ...Results Initiating Action Planning & Organizing Technical/... ...at no cost to you. 401K Retirement Savings Plan with automatic...RetirementTemporary workCasual workLocal areaRemote workWorldwideFlexible hoursWeekend work
- ...and make an impact. By putting clients first and continuously... ...exceptions. What you will be doing Successfully manage inbound call inquiries... .... Health: Multiple medical plan options with mental health and... ...wellness support offerings. Retirement: 401(k) with company match and...RetirementLocal areaRemote workMonday to FridayFlexible hours
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