3 associate client advisor jobs found in Philadelphia, PA

In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you’re looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!  In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital. Position available in several locations.  The Role Enhance your knowledge of all aspects of retirement plan administration Enjoy a well-defined career path with opportunities for growth and advancement Leverage the most cutting-edge tools and resources and some of the world’s experts in retirement...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary Produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products. Meet renewal objectives as established by the home office. Provide acceptable levels of service to producers and clients. Assist the Regional Vice President in the development and implementation of the RGO marketing plan. Operate within the RGO budget. Conduct sales and product seminars as necessary. Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...