- AON (Bannockburn, 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
- Alight (IL)
- ** Defined Benefit Client Success Manager**...will be the main point of contact for the client on daily service delivery and supports their ... Alight. Learn more at careers.alight.com (https://careers.alight.com/us/en) . **About the Role** The Defined Benefit Client Success Manager has overall… more
- Berkshire Bank (North Adams, MA)
- …procedures. Makes customer referrals in defined areas. Key Accountabilities : + Client Service 50% + Handles complex client issues while executing ... MA - 37 Main St 23 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
- PNC (Cleveland, OH)
- …the company's success. As an Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset Management Group Investment Office ... at the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the Investment Director for… more
- T. Rowe Price (San Francisco, CA)
- … client segment, the firm has built a global team of Institutional Client Service Executives (ICSE) who serve as the primary relationship managers for ... clients. Role Summary The ICSE will develop and execute client service strategies for complex, multi-mandate, high-visibility...western region of the US, include public and corporate defined benefit , defined contribution investment… more
- Access Dubuque (Dubuque, IA)
- …& Butler/ SISCO Benefits Sales Manager Cottingham & Butler/ SISCO Client Service Representative Cottingham & Butler/ SISCO Entry Level Sales Executive ... Employee Benefits Client Consultant **Cottingham & Butler/...we empower you to make an impact: + **Develop Benefit Plan Recommendations** : Dive deep into client… more
- Advatix, Inc. (Strongsville, OH)
- …Major Areas of Performance: + Execute defined tasks related to specific client requirements, ensure client service obligations and program specifications ... and support defined tasks for onboarding as defined in client requirements + Identify new...independently up to 5% or as may be required Benefits Offered: + Health, dental, and vision benefits… more
- Charles Schwab (Westlake, TX)
- …closely with the 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 (Raleigh, NC)
- …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 (Bal Harbour, 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 FA is unavailable. ESSENTIAL DUTIES...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: 4030548008 Posted On 02/11/2025 Refreshed On 04/23/2025 **Job Overview** **What our ... Client Service Representatives do and why it's...traits are essential for success in the role. **Full-Time Benefits -** _Most benefits start day 1_… more
- Citigroup (Miami, FL)
- The Client Tax Service Officer is a seasoned professional role, that will play a key leading role in setting up a new Client Tax Services (CTS) Team. The CTS ... function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...+ Support the Team Leads to build a new Client Tax Service Team, playing a strategic… more
- Citigroup (Miami, FL)
- 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
- Truist (Orlando, FL)
- …meetings, completing follow up as needed and clearly communicating within the team. ** Service Support** Provide superior client service to Commercial ... the team. Service Support 4. Provide superior client service to Commercial Community Bank clients...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
- US Bank (Bridgeton, MO)
- … Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires ... and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via multiple… more
- State of Colorado (Fremont County, CO)
- …location and rewarding and meaningful work, we offer: + Strong, secure, yet flexible retirement benefits including a PERA Defined Benefit Plan or PERA ... Please see the Supplemental Information section below for details! (https://dhr.colorado.gov/state-employees/state-of-colorado-employee- benefits ) Client Care Aide II - Bruce… more
- Truist (Arlington, TX)
- …empowerment to approve transactions up to $10,000. 2. Deliver care through exceptional client service and distinctive client experiences while providing ... client needs. 5. Educate and inform clients about self- service options available through various technologies to enhance their...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
- TD Bank (Marlton, NJ)
- …basis + Trains new staff members and other related departments in client service , policies, practices, and procedures including account opening, maintenance, ... and general service + Resolves client service -related...position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending… more
- WTW (Chicago, IL)
- …all service activity at the program level. As a vital member of the client service team, the Client Advocate plays a crucial role in facilitating ... providing program-level oversight, delivery and review of current program, expiring exposures, client service agreements, menu of services offered and client… more
- Truist (Atlanta, GA)
- …and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client ... and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site...division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units,… more
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