- AON (Lincolnshire, IL)
- Do you have invaluable experience with defined benefits ? Do you have Project Management and Leadership skills in Pension Administration? We would love to have ... you join our outstanding team! The Client Service Leader role is hybrid with...#LI-YT1 #LI-HYBRID 2541208 Do you have invaluable experience with defined benefits ? Do you have Project Management… more
- State of Massachusetts (Boston, MA)
- …and marketing initiatives * Review Plan communications pieces for accuracy *CUSTOMER SERVICE :* * Engage with client organizations to request data. *OTHER ... * Prior project management experience * Experience in 401(k) and defined contribution plan administration, employee retirement benefits *PHYSICAL REQUIREMENTS:*… more
- Charles Schwab (Austin, 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 (Louisville, KY)
- …week out of the assigned location: 401 West Main Street, Louisville, KY Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty ... clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of intake for a majority of… 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
- World Insurance Associates, LLC. (Virginia Beach, VA)
- …to manage the day-to-day service on an assigned book of clients to deliver exceptional client service in the following areas: + Manage client service ... strong client relationships through efficient and proactive day to day client service , assisting with claims, billing, eligibility, enrollment, and coverage… 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/...Job TH Ad TH Comments **Similar Jobs** 2025 Summer Client Service Intern Cottingham & Butler/ SISCO… more
- AON (Chicago, IL)
- …the marketplace. + Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other presentations tailored to the ... defined deadlines. + May facilitate and/or participate in client /broker strategy meetings. + May send requests for quotations...Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Nashville, TN)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more