- AON (Lincolnshire, IL)
- …IL Project Management experience in Pension Administration required! Aon is looking for a Defined Benefit Client Service Leader. The Pension ... your aligned office. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but...in Pension Administration required! Aon is looking for a Defined Benefit Client Service… more
- Berkshire Bank (Webster, MA)
- …procedures. Makes customer referrals in defined areas. **Key Accountabilities** **:** + ** Client Service - 50%** + Handles complex client issues while ... MA - 25 Worcester Rd 20 hours per week Benefits eligible **Purpose/Objective** **:** Cultivate relationships with customers and...excellent customer service principles. + Excel at client service skills at all times to… more
- Conduent (Atlanta, GA)
- …the Jira issue tracking system for tracking of all support issues, within the defined client -specific Service Level Agreement (SLA). + After-hours phone ... provide technical software assistance for our first level Maven Service Analyst (MSA) Team, participate in regular issue tracking...time spent on projects and tasks. + Traveling to client or company sites as required. Provide Production Support… more
- Ascensus (Philadelphia, PA)
- …plan design and can assist on plan operation and document updates. A Defined Benefit Pension Consultant is able to handle client meetings both in person and ... plan sponsors and financial advisors for matters related to defined benefit and defined contribution...in harm to Ascensus or our clients. + Our I- Client service philosophy and our Core Values… more
- Morgan Stanley (Purchase, NY)
- …* * Serve as lead investment strategist for large and mega market Defined Contribution clients * * Engage with internal advisors, consultants and clients on ... white label funds, asset allocation, manager selection, portfolio construction and defined contribution industry trends * * Coordinate with key stakeholders,… more
- T. Rowe Price (Baltimore, MD)
- …us and grow your career with us. ROLE SUMMARY The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC ... thought leadership with integrity and professionalism. RESPONSIBILITIES + Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform… more
- Charles Schwab (Richfield, OH)
- …retirement plan services. For mid-to large sized companies, Schwab offers full- service retirement plans featuring complete retirement services from a single source. ... plan advice) and high-end technology helps employers offer competitive employee benefits . Within SRPS, the Plan Administration team is responsible ensuring timely… more
- Access Dubuque (Dubuque, IA)
- …Sales Leader - Benefits Wholesale Services Cottingham & Butler/ SISCO Client Service Representative Cottingham & Butler/ SISCO **Share this Job** Cottingham ... Employee Benefits Client Consultant **Cottingham & Butler/...Featured Job TH Ad TH Comments **Similar Jobs** Dir Client Services Sedgwick Client Service … more
- Truist (Louisville, KY)
- …on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation ... assigned location: 401 West Main Street, Louisville, KY Provides client and advisor support to a team of Wealth,...and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site… more
- Charles Schwab (Westlake, TX)
- …closely with Relationship Management and other teams to assist with higher level client issues and to assist with external auditor requests. + Serving as direct ... person on a regular basis. We offer a competitive benefits package that takes care of the whole you...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Truist (Winter Park, FL)
- …on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site… more
- Truist (Houston, TX)
- …on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation ... assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES...and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site… more
- Truist (Columbia, MD)
- …on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB...and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site… more
- Access Dubuque (Dubuque, IA)
- Client Service Representative **Cottingham & Butler/ SISCO** 1 Positions ID: 4017043008 Posted On 08/16/2024 **Job Overview** **What our Client Service ... Cottingham and Butler is growing and we are adding Client Service Representatives to our team! As...traits are essential for success in the role. **Full-Time Benefits -** _Most benefits start day 1_… more
- Citigroup (New York, NY)
- The Client Service Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... while maintaining high client satisfaction. + Proactively arrange and participate in client visits and perform service quality check-in calls to clients. +… more
- International Rescue Committee (Louisville, KY)
- Requisition ID: req55028 Job Title: Client Benefits Specialist, CHE Sector: Community Development Employment Category: Regular Employment Type: Full-Time ... Location: Louisville, KY USA Work Arrangement:In-person Job Description JOB OVERVIEW: The Client Benefits Specialist will provide services to clients including… more
- AON (Chicago, IL)
- …including invoice generation, in country policy issuance, and premium collection within defined deadlines. + Manages client open items lists and responds ... requests and questions within ability/knowledge. + Assist with the management of client relationships to provide superior customer service . + Facilitates the… more
- International Rescue Committee (Louisville, KY)
- Requisition ID: req55027 Job Title: Client Benefits Specialist Sector: Community Development Employment Category: Regular Employment Type: Full-Time ... Louisville, KY USA Work Arrangement:In-person Job Description Job Overview/Summary The Client Benefits Specialist will provide comprehensive services and conduct… more
- JPMorgan Chase (Tampa, FL)
- If you're passionate about reporting and metrics, you have found the right team. As a Client Service Analyst in Trade Client Access, you will manage user ... and internal partners. You will be expected to achieve defined call center performance goals, including efficiency, client...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more
- TD Bank (Melville, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers… more