Retirement Plan Services Specialist - Client & Compliance Expert
$63.18k - $101.09kCapital Group
Capital Group is hiring a Retirement Plan Service Specialist in San Antonio. You will provide day-to-day support for retirement plans, addressing customer inquiries and ensuring accurate administration. The role requires strong problem-solving abilities and effective communication skills. A competitive salary range between $63,180 and $101,088 is offered, along with performance bonuses and a generous retirement plan contribution. Join us to advance your career in a supportive and inclusive environment. #J-18808-Ljbffr Capital Group
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Retirement Plan Services Specialist - Client & Compliance Expert in San Antonio, TX vacancy
$63.18k - $101.09k
...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term... ...bonuses and benefits. Your company‑funded retirement contribution will factor in salary and... ...ones I can succeed as a Retirement Plan Service Specialist at Capital Group. As a Retirement Plan...RetirementTemporary workLocal areaFlexible hours- Guidant Financial is seeking a Retirement Plan Specialist for a fully remote position available to Texas and other states. This role involves administrating... ...include preparing government filings and educating clients. Competitive salary and benefits available. #J-18808-...RetirementRemote job
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning... ...employee health & benefits, retirement, and private client insurance... ...we combine the personalized service model of a local consultant with... ...clients, all while ensuring compliance with industry laws and...RetirementLocal areaNight shift
- Senior Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive... ...employee health & benefits, retirement, and private client insurance... ...we combine the personalized service model of a local consultant... ...carriers, and ensure compliance with industry laws. Qualifications...RetirementLocal areaNight shift
$45k - $65k
...Description Job Description Client Services & Operations Associate... ...multi-generational financial planning strategies integrating... ...client communications meet compliance standards and are reviewed... ...Off Company Holidays Retirement match (after 90 days) Monthly...RetirementFull timeWork at officeRemote workWWS FINANCIAL LLC
San Antonio, TX9 days ago- ...the HR technology and service sector, providing a... ...Operations Distribution Specialist is responsible for... ...key part in supporting client satisfaction by... ...company procedures and compliance requirements. Essential... ...and vision coverage Retirement Plan: 401(k) with company...RetirementContract workTemporary workWork at officeRelocation packageFlexible hoursNight shift
- Camirand Travel is hiring a Travel & Client Experience Specialist in San Antonio, Texas. This remote opportunity requires passion for travel and strong customer service skills. You will assist clients with vacation planning and ensure exceptional support throughout their...Remote job
- ...Job Title: Client Service Associate (CSA) Summary/Objective: Provide excellent service to our... ...marketing, trade execution, and financial planning support for advisors Personal office... ...events Paid Time Off Defined Contribution retirement package A warm, welcoming culture built...RetirementWork at office
Pax Financial Group
San Antonio, TX1 day ago - ...managing customized health plans. What is your impact? The Client Resolution Specialist is an early career... ...by resolving complex service-related cases. This would... ...as assigned. Provide expert level of assistance to... ...circumstances. Retirement Savings Plan includes...RetirementTemporary workPart timeWork experience placementMonday to FridayFlexible hours
Florida Blue
San Antonio, TX1 day ago - ...Private Client Advisor Our not-so-secret sauce. Award-winning... ...employee health & benefits, retirement, and private client insurance... ...we combine the personalized service model of a local consultant with... ...options, all while ensuring compliance with industry laws and...RetirementLocal areaNight shift
Marsh & McLennan
San Antonio, TX3 days ago - ...Antonio, Texas is looking for a skilled Customer Service Specialist to enhance the experience of our salon clients. This role is essential for managing client... ...skills. The position offers benefits like a 401(k) retirement plan and opportunities for career advancement within...Retirement
$15 - $18 per hour
...Client Service Representative MissionVet Specialty & Emergency (MVS) San Antonio, TX... ...Tuition Assistance ~ Uniform Stipend ~ Retirement Plan Job Description The purpose... ...of industry leaders, board-certified specialists, experienced veterinary professionals...RetirementFull timeWork at officeFlexible hours- ...Client Resolution Specialist WebTPA, a GuideWell Company, is a healthcare... ...customized health plans. What is your... ...to a Customer Service Representative and is... ...issues and providing expert-level resolution to... ...personal circumstances. Retirement Savings Plan...RetirementTemporary workPart timeWork experience placementMonday to FridayFlexible hours
$42k - $52k
...intermediary, and individual clients through our Investment... ...career in financial services, or already have... ...As a Client Engagement Specialist, you will operate in an... ...funds, 529s, and retirement accounts. Everything we... ..., 529 college savings plans, ETFs, retirement products...RetirementLocal areaMonday to FridayFlexible hoursShift work- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong commitment... ...comprehensive financial planning and advice to individuals and... ...and wellness centers, a retirement savings plan, backup childcare...Retirement
- ...investment solutions to your clients by relying on leadership and... ...role or equivalent financial services experience. Demonstrated success... ...commitment to goals‑based planning and advice. A valid and active... ...and wellness centers, a retirement savings plan, backup childcare...Retirement
$29.12k
...mission is to deliver exceptional service while building lasting relationships with our clients. We’re looking for a proactive... ...-focused Client Success Specialist to join our team and play a key... ...disability, supplemental and retirement plan options. Comprehensive training...RetirementFull timeTemporary workWork at officeARM Insurance Agency Inc
San Antonio, TXa month ago$89k - $148k
...of our Military Health System client. These teammates will bring a... ...Defense Health Agency, the Services, and/or Health Affairs. The candidate... ...completion, and assist with planning and execution of workshops/... ...Adoption Assistance 401(k) Retirement Plan Basic Life &...RetirementTemporary workWork at officeFlexible hours$15.5 - $16.5 per hour
...personal care from a team of experts that will treat your pet like... ...offer top-of-the-line animal services for pets in Converse, Live Oak... ...the Practice Manager, the Client Service Representative (CSR),... ...insurance; vision insurance Retirement benefits or accounts Bonus...RetirementFull timePart timeWork at officeLocal areaFlexible hours- ...accurate financial records, manage trust accounting, and ensure compliance. Responsibilities include processing settlements, handling... ...preferred. The firm values integrity and professionalism in maintaining client trust. #J-18808-Ljbffr Law Offices of George Salinas, PLLC
- Sweet Carolina Travel is hiring a Remote Travel Advisor to support clients throughout their travel journey. Responsibilities include... ...Ideal candidates will have strong communication skills, customer service experience in the travel industry, and a passion for travel. This...Remote job
- ...This role provides comprehensive administrative support to ensure client satisfaction and retention. The ideal candidate will have at... ...research for new accounts, maintaining client records, and ensuring compliance with applicable policies. Join our team and take advantage of...Work at office
- ...Admin in San Antonio, Texas. The ideal candidate will be goal-oriented and a self-starter with outstanding written and verbal customer service skills. You will manage office responsibilities from Monday to Friday, 8 a.m. to 5 p.m., ensuring a clean and organized work...Full timeWork at officeMonday to Friday
- Servpro Industries, Inc. in San Antonio, TX is looking for a Full-time Office Admin who is team and goal-oriented. The schedule is Monday-Friday from 8 a.m. to 5 p.m. The ideal candidate should be a self-starter with outstanding written and verbal skills tailored for high...Full timeWork at officeMonday to Friday
- AllSTEM Connections is seeking an AML Compliance Analyst for a prestigious client in the Banking & Financial Services sector. This long-term contract position involves making critical decisions, analyzing financial profiles, and preparing Suspicious Activity Reports. Ideal...Long term contract
- Namely is seeking a Payroll Specialist to manage payroll processing for its clients. This role requires attention to detail, strong communication skills, and... ...have a high school diploma and experience in customer service, with payroll experience preferred. Along with...
- MGR Accounting Recruiters is seeking a Tax Accountant for a client in San Antonio to ensure tax compliance and optimize tax positions. The role requires 3-5 years of tax accounting experience, a Bachelor's degree in accounting, and CPA certification is preferred. You will...
- ...team in San Antonio. This pivotal role involves managing tax compliance for clients, preparing and reviewing tax returns, and providing... ...significant impact while working in a dynamic environment that values expertise and client service. #J-18808-Ljbffr Teamshares
- ...Job Title Private Client Investment Associate... ...extraordinary customer service while maintaining a strong... ...with ongoing wealth planning for clients and referral... ...procedures and compliance requirements (e.g. completion... ...wellness centers, a retirement savings plan, backup childcare...Retirement
- ...National Veterans Outreach Program is seeking a Senior Director of Client Services in San Antonio, TX. This full-time role entails overseeing... ...programs, enhancing operational efficiency, and ensuring compliance with organizational policies. Ideal candidates should have...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Plan Services Specialist - Client & Compliance Expert. Be the first to apply!
Related searches
- planning specialist San Antonio, TX
- airport planner San Antonio, TX
- transportation planner San Antonio, TX
- medical equipment planner San Antonio, TX
- retail planner San Antonio, TX
- well planner San Antonio, TX
- planning associate San Antonio, TX
- operations planner San Antonio, TX
- party planner San Antonio, TX
- travel planner San Antonio, TX