- Bank of America (Pennington, NJ)
- … Relationship Manager (CRM) is responsible for the overall relationship across the Institutional Retirement client base within Workplace Benefits . The CRM is ... Sr Retirement Client Relationship Manager Pennington, New...existing clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels,… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …employee benefits solutions. You can learn more by visiting eb.worldinsurnace.com SR. CLIENT SERVICE REPRESENTATIVE, EMPLOYEE BENEFITS As a Client ... personal and commercial insurance lines, surety and bonding, employee benefits , financial and retirement services, and human... Client Managers and Producers to deliver exceptional client service and actively engage clients and… more
- Bank of America (Pennington, NJ)
- Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- Ascensus (Dresher, PA)
- **Position Purpose:** This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services ... with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service...offerings *Consistently provide a high level of consultative proactive client service in a professional manner. *Develop… more
- BluePearl (Malvern, PA)
- **BluePearl Pet Hospital** **is currently** **seeking a new Veterinary** ** Client Service ** **Supervisor in Malvern, PA!** **Candidates should be available ... premier customer service and patient care? The Client Service Supervisor (CSS) guides the daily...benefits + Flexible work schedules + 401k and retirement planning + Time to reset, rewind, and reflect… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …specialize in personal and commercial insurance lines, surety and bonding, employee benefits , financial and retirement services, and human capital management ... products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is...solutions. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps… more
- Bank of America (Pennington, NJ)
- …is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits . The Sr. CRM is the strategic ... BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels,...obtain within Compliance deadline) + Thorough understanding of the Retirement Services / Benefits industry + Excellent… more
- Guardian Life (Philadelphia, PA)
- …seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client ... client experience. You will: + Assume overall responsibility for leading Planholder/ client accounts (2-999 lives) with the objective of ensuring that client … more
- Bank of America (Pennington, NJ)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America… more
- Bank of America (Pennington, NJ)
- …their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls ... Wealth Management Fraud & Claims - Client Servicing Representative Pennington, New Jersey **Job Description:**...in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.… more
- Guardian Life (Bethlehem, PA)
- …is actively seeking a hard-working, driven and self-motivated individual to join our Client Outreach team. As a Senior Client Outreach Specialist, you will ... clients. You will also work to test our new client retention and lead generation efforts! **You are** +...Representatives, and staff members to help drive sales and service clients + Service Park Avenue Securities… more
- Guardian Life (Bethlehem, PA)
- As a Client Outreach Specialist, you will partner with Guardian General Agencies to help drive referrals and enhance the customer experience through proactive ... existing clients. You will also work to test new client retention and lead generation efforts. **You are** +...of support to clients and prospects + Handle inbound service calls + Collaborate with General Agents, Financial Representatives,… more
- JPMorgan Chase (Ambler, PA)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- JPMorgan Chase (Blue Bell, PA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more
- Randstad US (Phoenixville, PA)
- …services, and the financial services industry What it takes: + Exceptional client service , communication, problem-solving, and learning agility + Intellectual ... retirement specialist. + phoenixville , pennsylvania + posted...of the world's largest Financial Institutions, known for its client -first focus, collaborative, and team-oriented culture. You will answer… more
- HUB International (Blue Bell, PA)
- As a Plan Service Representative, you will be responsible for managing a block of existing business while applying exceptional service standards resulting in ... strong retention. This position will be responsible for retirement plan design, investment counseling, enrollment, educational seminars, compliance, and risk… more
- Compass Group, North America (Abington, PA)
- Chartwells K12 Position Title: DIRECTOR OF DINING SERVICES I - K12 FOOD SERVICE - ABINGTON, PA Chartwells K12's goal is to make sure students leave the cafeteria ... be responsible for overseeing the day to day Food Service operations for a K-12 school district. You will...of employees and you will be responsible for managing client relationships, profitability of the account, and talent development.… more
- Sherwin-Williams (Doylestown, PA)
- …save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being ... essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers...to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product… more
- CLEAR Employer Services (Langhorne, PA)
- …Open Enrollment process for clients, working with the HR team, carrier, and employee service center to plan each client 's open enrollment process + System ... clients a comprehensive range of cutting-edge payroll, HR, and benefits products and services that are competitively priced, professionally...in the renewal process of any health, life, and retirement plans that benefit the company. + Prepare and… more
- TD Bank (Jamison, PA)
- …financial planning and annuities/insurance. The job is directly responsible for providing proactive client service to achieve greater share of wallet. The job ... planning & will need to leverage this experience to service the unique and complex needs of clients in...several other key plans such as health and well-being benefits , savings and retirement programs, paid time… more