- Charles Schwab (Austin, TX)
- …candidate, to work on site in one of the specified locations.** The **Senior Client Service Manager ,** plays the critical role of primary relationship ... available solution sets to achieve successful outcomes. The **Senior Client Service Manager ,** will work...respect for others + Ability to develop and implement client strategies, retirement plan design, compliance, IRS… more
- Charles Schwab (Richfield, OH)
- …helping us "challenge the status quo" and transform the finance industry together. The ** Client Service Manager ** role is responsible for leading day-to-day ... the lead interface between plan sponsor and Schwab, the Client Service Manager will be...non-qualified plan design. + Ability to develop and implement client strategies, retirement plan design, compliance, IRS… more
- Charles Schwab (Richfield, OH)
- …we provide. You work together with a team to provide a coordinated approach to client service delivery in support of plan administration requirements and unique ... to clients with the objective of providing an integrated retirement plan experience. You play the critical role of...Ability to work independently with minimal oversight by your manager . + Highly responsive approach to client … more
- ADP (Louisville, KY)
- …and is the direct client contact for retirement plan services. The Client Service Manager is responsible for communicating with clients regarding ... **ADP is hiring a Client Service Manager II.**...service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the… more
- Aegon Asset Management (Cedar Rapids, IA)
- …compliance + In-depth understanding of retirement plan regulations + Client focused to provide exceptional customer service + Outstanding written/oral ... Job Family Transactions / Client Processing About Us At Transamerica, hard work,...of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make the most… more
- Paychex (West Henrietta, NY)
- …Services industry. Responsibilities + Identifies and coordinates specific ongoing customized client service needs including plan design exceptions, documentation ... exceptions as requested by both client and Financial Advisor to ensure. + Develops and...regulations pertaining to the 401(k)/S125 products to provide optimal service and technical guidance regarding plan maintenance and to… more
- BluePearl (Sandy Springs, GA)
- …in your career and join the** **BluePearl Pet Hospital** **f** **amily as a** ** Client Service Manager ** **for our emergenc** **y and specialty hospital** ... an immediate need for a confident, caring, and results-driven Client Service Manager to join...leave benefits + Flexible work schedules + 401k and retirement planning + Time to reset, rewind, and reflect… more
- Adecco US, Inc. (Webster Groves, MO)
- …are retired individuals and those within 5 years of retirement .** As an **Investment Client Service Manager ,** you will play a central role in delivering ... **Investment Client Service Manager -**...families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with… more
- JPMorgan Chase (Chicago, IL)
- Embrace a leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll drive innovation and transformation while ... commercial banking and make a lasting impact. As a Client Service Senior Manager within...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- Principal Financial Group (Des Moines, IA)
- …We're looking for a client service professional to fill our **Sr Client Service Manager ** position within our Large Market space. With this role, ... retirement savings, and profitability for all partners. Partner with retirement plan service representatives and marketers to enhance relationships between… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** As an **ESOP Client Service Manager 2** on our Employee Stock Ownership Plan (ESOP) Administration team, you'll establish and maintain ... , to meet customer expectations. You will partner with retirement plan service representatives and client...level** We'll consider hiring a candidate at the **Sr Client Service Manager ** level with… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** As a ** Client Service Manager ** , you will manage a group of Non-Qualified (NQ) clients by independently delivering accurate and timely ... retirement plan administrative and client services. Independently...to ensure client retention, growth of the client service block and profitability for all… more
- JPMorgan Chase (Newark, DE)
- …premier client service solutions, JP Morgan is the place for you! As a Client Service Manager in the US Private Bank, you will be responsible for ... leading a Client Service team. You will work directly...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- JPMorgan Chase (Newark, DE)
- …business. Join a team that values innovation, collaboration, and continuous improvement. As a Client Service Manager II within JPMorganChase, you will lead a ... Step into a pivotal role at JPMorganChase, where your expertise in client service management will shape the future of our operations. You'll have the opportunity… more
- JPMorgan Chase (Chicago, IL)
- Join our dynamic team as a Client Service Lead, where you will play a pivotal role in managing and developing a team of Client Service Account Managers. ... client satisfaction. **Job responsibilities:** + Manage and develop a team of Client Service Account Managers (CSAM) through hiring, training, and coaching. +… more
- Bank of America (Pepper Pike, OH)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... Merrill Market Client Relationship Manager Pepper Pike, Ohio...partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Bank of America (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... Merrill Market Client Relationship Manager San Diego, California...partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions… more
- ADP (Schaumburg, IL)
- ADP is hiring a ** Client Service Team Manager .** + _Are you ready to grow your career and lead a team at an established, respected, global company?_ + _Are ... SUCCEED IN THIS ROLE** **:** _Required Qualifications_ + At least **five years** of client service experience + At least **three years** of people leadership… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Private Wealth Client Relationship Manager San Francisco, California...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- NBT Bank (Rochester, NY)
- Pay Range: $74,726.00 - $114,583.00 Manage delivery of exemplary client service by overseeing all personnel and processes related to personnel servicing the ... clients assigned to the Client Service Specialist (CSS) team. Provide appropriate...Benefits: Including hospital, accident, and critical illness coverage. + Retirement Plans: Benefit from a 401(k) plan with employer… more