Retirement Plan Client Success Specialist
Ascensus
Ascensus is seeking a Client Services Consultant in Atlanta, Georgia. This role is critical to providing exemplary client service and solutions to partners regarding retirement plans. The Consultant will leverage their knowledge of Ascensus products and services to help clients navigate complex plan issues while ensuring satisfaction and operational expertise. The ideal candidate will possess strong communication skills, a background in retirement services, and the ability to analyze client needs effectively. Additional responsibilities include mentoring team members and managing vendor relationships to enhance service delivery. #J-18808-Ljbffr Ascensus
- ...You'll drive sprint execution, roadmap planning, and backlog management — while also ensuring... ...collaboration with leadership. Define success metrics for app performance, adoption,... ...Development Additional Employment Benefits: 401k Retirement & Profit Sharing + Financial Advisory...RetirementFor contractorsSecond jobWork at officeLocal areaImmediate startShift work
$20 per hour
Customer Success Team Member, Dispatch About Us At Impact Home Services, Precision Door... ...to communicate effectively with clients Proficient in Microsoft Office Suite... ...Paid Life and AD&D Insurance 401(k) Retirement Savings Plan and Company Match Paid Sick, Vacation...RetirementHourly payPart timeWork at officeLocal areaFlexible hoursAfternoon shift- ...prioritize being a trusted advisor to clients, tailoring services to meet their unique... ...a dedicated and enthusiastic Customer Success Agent to join our team at a leading... ...insurance Paid time off and holidays Retirement savings plan Professional development...RetirementFull time
- ...company with a long track record of success and big growth plans! You'll be building and expanding our... ...Innovative with ideas to better our client experience Competitive and results... ...with generous company contributions Retirement plan with match PTO Paid...RetirementFull timeWork at officeMonday to FridayFlexible hoursShift work
$92.2k - $115.3k
...services to customers, onboarding new clients, establishing a long-term strategy for customer success, aligning internal teams to... ...including develop sales plans that are future-oriented, support... ...benefit, vision benefit, 401(k) retirement plan, life insurance, short-term...RetirementFull timeContract workTemporary workPart timeWork experience placementRemote workVisa sponsorship$121k - $261.8k
...for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed. Customer Success Value Planning Specialist Location: SAP Office - Atlanta, GA The Customer Success Value Planning Specialist will define how SAP embeds...Permanent employmentFull timeWork at officeWorldwideFlexible hours- ...CBIZ delivers actionable insights to help clients anticipate what is next and discover... ...are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This... ...investment advisors, compliance specialists, and plan administrators, to support sales...Retirement
- ..., including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health... ...: Spanish Apply now and let us put you on the path to success. State Farm agents are independent contractors who hire their...RetirementFor contractorsWork at office
- ...of people including all levels of clients High Energy - able to manage multiple... ..., with some overnight stays Successfully build relationships (including remotely... ...an Employee Stock Ownership Plan (ESOP). This is a retirement benefit for our employees that is wholly...RetirementContract workWork at officeRemote workNight shiftAfternoon shift
$129.24k - $232.56k
...practice solutions.Drive our success: Use your extensive technical... ...participate in the Customer Growth Planning process and execution with... ...you are hired to work at a client, customer, or partner... ...dental coverage, disability, retirement benefits, paid leave, and paid...RetirementMinimum wageFull timePart timeLocal area- ..., including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health... ...: Spanish Apply now and let us put you on the path to success. State Farm agents are independent contractors who hire their...RetirementFor contractorsWork at office
- ..., including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health... ...: Spanish Apply now and let us put you on the path to success. State Farm agents are independent contractors who hire their...RetirementFor contractorsWork at office
$22 - $30 per hour
...curious, and customer-focused Full Time Client Advisors at our Lenox Square location... ...creativity and skills to drive the continued success and strong heritage of the brand.... ...programs, employee discount/perks and two retirement plans both with employer contributions. You...RetirementHourly payFull timeTemporary work$19 per hour
...sales and provide an excellent client experience that represents... ...the brand experience . To be successful in this role you will operate... ...bonus or commission benefit plan depending by brand, with a comprehensive... ...employee discount/perks and retirement plans with employer...RetirementTemporary workFlexible hoursNight shift$18.5 - $27.5 per hour
...(medical, dental, and vision). 401(k) retirement plan with company match. Paid time off, including... ...to meet the diverse needs of our clients. With a strong commitment to quality and... ...strive to exceed expectations and drive success in every project we undertake. Our Hiring...RetirementHourly payFull timeFlexible hours$157.25k - $185k
...TitleSenior Manager, Project Controls (Planning)Job Description SummaryThis... ...company responsible for the client relationship with regards to... ..., health savings accounts, retirement savings plans, life, and... ...that will be offered to the successful candidate will depend on factors...RetirementMinimum wageFull timeImmediate startFlexible hours- ...Complete internet lead management service work plans on a daily basis Answer all calls in a... ...service skills and motivation to be successful High volume incoming and outgoing calls,... ...team member's eligible) Insurance / Retirement: Insurance: medical, vision, dental, accident...RetirementWeekly payTemporary work
- ...of ConnexPay’s technology allows clients to manage all of their B2B payment... ...no assigned set number of days. Retirement savings: Immediate entry into 401(k) plan with company match. Excellent benefits... ...opportunities are endless at our successful, scale-up stage company. Equal...RetirementWork experience placementWork at officeLocal areaImmediate startWork from homeFlexible hours
- ...appropriate party. Record and document various client interactions for management follow-up.... ...drug coverage. Financial Security: Retirement savings plans with employer contributions, life... ...to ensure equitable opportunities for success. If you\'re passionate about...RetirementWork at officeFlexible hours
- ...geography, and other qualifications of the successful candidate. This position may be eligible... ...of the Company's bonus and incentive plans, as applicable and in effect from time to... ...dental benefit, vision benefit, 401(k) retirement plan, life insurance, short-term and long...RetirementFull timeTemporary workPart timeWork experience placementRelocationVisa sponsorship
- ...includes: ~ Medical, Dental, and Vision Plans ~ Flexible Spending Accounts ~... ...and Critical Illness Coverage ~401(k) Retirement Plan and Employer Provided 401(k) Matching... ...and performance are the keys to your success here at Florida Tile, regardless of your...RetirementTemporary workFlexible hours
- ...the Atlanta, GA area (also Jacksonville, FL) is seeking a Retirement Plan Specialist to drive new group takeover plans and cross-sell retirement... ..., work the territory to grow prospects, and participate in client reviews with CRM to advance opportunities. Strong communication...Retirement
- ...Customer Experience Specialist (Finance) Job ID: 52706... ...financial stability of client. Estimators must communicate... ...information in planning meetings Participate in... ...integrated nature of jobs for successful projects Communicate... ...programs Group retirement savings program Health...RetirementContract workFor contractorsWork experience placementFor subcontractorLocal area
$158.95k - $220k
...Rare Neurology Medical Account Specialist (MS) engages Neurology... .... The MS also supports sales success through participation in congresses... ...territory/account/customer plans to drive achievement of desired... ..., equity awards, pension or retirement benefits, 401(k) company match...RetirementFull timeLocal area$19 - $23 per hour
...exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer... ...their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning...RetirementHourly pay$30k - $40k
...Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training... ...customers with their insurance and financial services needs, including auto, home, life insurance, and retirement planning. #J-18808-Ljbffr...RetirementFor contractorsMonday to Friday- ..., including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health... ...: Spanish Apply now and let us put you on the path to success. State Farm agents are independent contractors who hire their...RetirementFor contractorsWork at office
$30k - $40k
...looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...RetirementFor contractorsLocal areaWork from homeFlexible hours$60k - $114k
...across the United States, serving clients with domestic and... ...locations. The Senior Client Account Specialist ensures that the firm... ...balances, negotiating payment plans, and documenting collection efforts... ...holidays; participation in a retirement plan program after meeting eligibility...RetirementFull timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work$58k - $78k
...Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training... ...including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and...RetirementHourly payFor contractorsWork at officeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Plan Client Success Specialist. Be the first to apply!
- medical equipment planner Atlanta, GA
- production planning specialist Atlanta, GA
- business continuity planner Atlanta, GA
- airport planner Atlanta, GA
- wealth planner Atlanta, GA
- route planner Atlanta, GA
- transportation planner Atlanta, GA
- materials planning & execution specialist Atlanta, GA
- medical planner Atlanta, GA
- planner 1 Atlanta, GA

