- 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
- Bank of America (Pennington, NJ)
- Financial Service Representative- Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida **Job Description:** At Bank of ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- Bank of America (Pennington, NJ)
- Wealth Management Field Support Client Service Representative Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose ... tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement , and brokerage account information +… 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)
- …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)
- …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
- PSI Services (Trenton, NJ)
- …educational level expected. Bachelor's degree level preferred. * Experience in customer service or client management environments is essential. * Experience in ... **Description** **Title:** Client Services Director **Location:** US Remote **_About PSI_**...existing clients are being serviced to their contractual and service level agreements. * Participate in operational planning meetings… more
- Educational Testing Service (Princeton, NJ)
- …education and ed tech space as it continues to grow and evolve. The Client Management- Lead acts as an 'Account Manager' for the National Assessment of Educational ... and is a key point of contact for the client or Alliance partners. This role serves as the...Additional 8 hours of PTO for volunteer work + Retirement plan (401(a)) and traditional Roth (403b) with company… more
- Lincoln Financial Group (Trenton, NJ)
- …Relationship Managers, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors. **What you'll be doing** + ... Role at a Glance** We are excited to bring on an **Account Manager** to our Retirement Plan Services business line to work from home or partially in our Fort Wayne… more
- JPMorgan Chase (Morrisville, 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
- ADP (Monroe Township, NJ)
- … service or client relationship management experience in a fast-paced service environment. + You have experience in benefits . + You excel at ... employees to drive year-round benefit education. In this position, you will ensure service excellence and improve client relationships, including client … more
- Trellix (Trenton, NJ)
- …that a PS consultant will be expected to deliver, are: + Manage and perform client work, related to our product service 's offerings. + Create end of engagement ... **_Job Title:_** Professional Service Solution Consultant **_Role Overview:_** The Professional Services...variety of social programs, flexible work hours and family-friendly benefits to all of our employees. + Retirement… 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
- DHL Express, Inc. (East Windsor, NJ)
- …competitive compensation packages, our employees enjoy a range of programs, services and benefits that bring the best to their personal lives. **Start YOUR career ... DHL today ** We have an immediate career opportunity for a qualified **Field Service Supervisor** . The **Field Service Supervisor** arranges the movement of… 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
- BlackRock (Princeton, NJ)
- …to each client , ensuring that funds are launched in a timely manner, service requirements are met, and client satisfaction remains high. + Guiding team ... **Team Overview:** The successful candidate will join the Alternatives Client Services team in providing timely and accurate information...engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition… 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
- Truist (Ewing, NJ)
- …**Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through ... service lines. 2. Contributes to meeting or exceeding client service as well as individual and...with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6.… more
- Bank of America (Yardley, PA)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... 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