- Bank of America (Pennington, NJ)
- … Relationship Manager (CRM) is responsible for the overall relationship across the Institutional Retirement client base within Workplace Benefits . The CRM is ... Sr Retirement Client Relationship Manager Pennington, New...existing clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels,… more
- WTW (Philadelphia, PA)
- …Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) + ** Retirement Benefits :** Contributory ... The Retirement Actuarial Client Delivery Leader is...components of large special projects within actuarial and other service lines + **Typically serves in other roles** on… more
- World Insurance Associates, LLC. (Cherry Hill, NJ)
- …employee benefits solutions. You can learn more by visiting eb.worldinsurance.com SR. CLIENT SERVICE REPRESENTATIVE, EMPLOYEE BENEFITS As a Client ... personal and commercial insurance lines, surety and bonding, employee benefits , financial and retirement services, and human... Client Managers and Producers to deliver exceptional client service and actively engage clients and… more
- Bank of America (Pennington, NJ)
- …business partners to ensure that high quality and comprehensive client service is provided to Workplace Benefits ' clients. **Responsibilities:** + Formulates ... Senior Client Service Manager Pennington, New Jersey;Jacksonville,...+ Provide client -specific information to our RBCC ( Retirement Benefits Contact Center) agents to ensure… more
- Ascensus (Philadelphia, PA)
- **Position Purpose:** This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services ... with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service...offerings *Consistently provide a high level of consultative proactive client service in a professional manner. *Develop… more
- BluePearl (Malvern, PA)
- **BluePearl Pet Hospital** **is currently** **seeking a new Veterinary** ** Client Service ** **Supervisor in Malvern, PA!** **Candidates should be available ... premier customer service and patient care? The Client Service Supervisor (CSS) guides the daily...benefits + Flexible work schedules + 401k and retirement planning + Time to reset, rewind, and reflect… more
- World Insurance Associates, LLC. (Cherry Hill, NJ)
- …specialize in personal and commercial insurance lines, surety and bonding, employee benefits , financial and retirement services, and human capital management ... products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is...solutions. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps… more
- Bank of America (Pennington, NJ)
- …is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits . The Sr. CRM is the strategic ... BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels,...obtain within Compliance deadline) + Thorough understanding of the Retirement Services / Benefits industry + Excellent… more
- TD Bank (Marlton, NJ)
- …Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The Private ... Client Service Associate will support other team...several other key plans such as health and well-being benefits , savings and retirement programs, paid time… more
- Bank of America (Bala Cynwyd, PA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being....partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Randstad US (Exton, PA)
- …Hybrid Work hours: 9:30 am-6 pm local time Responsibilities: + Provides exceptional client service through interpersonal and client relationship management ... efforts within the business. What it takes: + Exceptional client service , communication, problem-solving, and learning agility...+ Call Center + Claims Processing + Empathy + Retirement + 401K + Investments Qualifications + Years of… more
- University of Pennsylvania (Philadelphia, PA)
- …and tuition benefits for employees and their families, generous retirement benefits , a wide variety of professional development opportunities, supportive ... work and family benefits , a wealth of health and wellness programs and...Posted Job Title Information Technology Student Support Manager, WCIT Client Services Job Profile Title Information Technology Manager Job… more
- JPMorgan Chase (Philadelphia, PA)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- BlackRock (Wilmington, DE)
- …you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, ... business, you will leverage a deep understanding of your client 's business model as well as your Aladdin expertise...clients, and demonstrates a clear understanding of product and service limitations . Develop a deep understanding of Aladdin's… more
- JPMorgan Chase (Philadelphia, PA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more
- Lincoln Financial Group (Radnor, PA)
- …quality, and client focus. + Utilizes highly specialized expertise in retirement plans to develop, identify and implement best practices and strategic process ... of retirement plan services experience Nice-to-haves: + Operations, implementation, Client Relationship and/or Sales experience within the retirement plan… more
- Lincoln Financial Group (Trenton, NJ)
- …Relationship Managers, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors. **What you'll be doing** + ... Role at a Glance** We are excited to bring on an **Account Manager** to our Retirement Plan Services business line to work from home or partially in our Fort Wayne… more
- Ascensus (Philadelphia, PA)
- …of information that could result in harm to Ascensus or our clients. + Our I- Client service philosophy and our Core Values of People Matter, Quality First and ... nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service , innovation and expertise to a fast-growing client base from coast… more
- Bank of America (Pennington, NJ)
- …close new opportunities while coaching and communicating a compelling vision of outstanding client service to the sales team. Internal "selling" will be ... including creating a culture of winning and delivering workplace benefit solutions (ie retirement , health benefits , equity, etc) to companies of all sizes,… more
- HUB International (Blue Bell, PA)
- As a Plan Service Representative, you will be responsible for managing a block of existing business while applying exceptional service standards resulting in ... strong retention. This position will be responsible for retirement plan design, investment counseling, enrollment, educational seminars, compliance, and risk… more