- Principal Financial Group (Raleigh, NC)
- **What You'll Do** We're looking for a Client Service Manager to join our Non-Qualified team. In this role, you'll serve as our primary customer service ... service teams to ensure client retention, growth of the client service block and profitability for all partners. + Embody non-qualified core values in… more
- Principal Financial Group (Charlotte, NC)
- …to ensure the onboarding of new clients and plans is done accurately, efficiently, and client service standards are met. + Motivate, develop, and coach staff to ... **What You'll Do** As a Manager of our Non-Qualified ( NQ ) Onboarding...Level** We're willing to hire in at the Sr Manager - Client Services level with the right skills… more
- Ascensus (Boston, MA)
- …for plan sponsors, advisors and internal Newport teams to successfully on-board client plans onto Newport platform. + Identifies, creates, and executes efficient ... project timeline and client facing deliverables. + Works with plan sponsors, internal/external...+ Works with plan sponsors, internal/external consultants, and prior service providers to successfully convert plan data, assets and… more
- Ascensus (Dresher, PA)
- …plan, by the scheduled date. + Provides input to Implementation Project Manager and Management on potential client issues or implementation delays. ... **Position Overview:** Supporting client onboarding processes to ensure key deliverables are...Manages assigned tasks effectively to meet or exceed departmental service goals and partner specific service levels… more
- Ascensus (Raleigh, NC)
- …maintains system functionality for new and existing clients across various systems as directed by NQ Project Managers and service teams. + Works with NQ ... and responsive. **Job Summary** : Performs functions to assist NQ Project Managers for new non-qualified plans, including managing.../ design changes for existing plans as directed by service team. + Assists Enrollment Team in enrollment site… more