10 client relationship manager retirement jobs found

Position Summary The Account Manager reports to and works directly with the Account Executive to execute Fund administration activities for assigned client(s) in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provide comprehensive support to the Account Executive (AE) on assigned client accounts, including coordination of account deliverables, regulatory and compliance activities, document and communication management, meeting preparation, vendor coordination, issue resolution, and administrative operations. Serves as a primary point of contact for clients and vendors in the AE’s absence. Collaborate with internal departments to revise or create notices, forms and other documents; implement required programming changes; ensure timely mailings and...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of defined contribution retirement savings plans and financial counseling....

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...

Description Position Summary Huntington National Bank is seeking a detail-oriented and service-driven Merchant Services Account Manager to join our Commercial and Large Account team. This role is responsible for the day-to-day operational management of merchant services relationships and works in close partnership with the Merchant Services Relationship Manager to ensure seamless client support and execution. The ideal candidate is highly organized, responsive, and thrives in a fast-paced environment where accuracy and follow-through directly drive client satisfaction and retention. Key Responsibilities: Day-to-Day Operational Support: Manage the daily operational tasks associated with commercial and large account merchant relationships, ensuring accurate processing, timely resolution, and smooth execution of client requests. Partnership with Strategic Account Manager: Serve as the operational...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a Consulting Director to join our team. Parallel Risk Advisors is a boutique commercial real estate focused insurance brokerage and risk management practice within The Hilb Group. Our Lender Consulting practice provides transactional insurance advisory and compliance services to national and global investment firms across both debt and equity deals. The practice is trusted by agency seller/servicers, balance sheet lenders, and debt funds who value review that goes beyond box checking. Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate. Position Summary We are seeking a senior insurance consultant to serve as a lead reviewer and day-to-day client contact within the Lender Consulting...

Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. In addition, will be responsible for servicing preexisting accounts with a heavy focus on revenue retention and will serve as a subject matter expert for value-added reseller (VAR)/Gateway support. Duties and Responsibilities: Handles complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. Identifies processing and interchange qualification issues and advises merchants on chargebacks, billing, and funding investigations. Additionally, responsible for servicing preexisting accounts. Use sound...

Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. In addition, will be responsible for servicing preexisting accounts with a heavy focus on revenue retention and will serve as a subject matter expert for value-added reseller (VAR)/Gateway support. Duties and Responsibilities: Handles complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded relationships. Identifies processing and interchange qualification issues and advises merchants on chargebacks, billing, and funding investigations. Additionally, responsible for servicing preexisting accounts. Use sound...

Description Summary: Serves as a key escalation point for resolving complex client servicing issues, providing expert-level support throughout onboarding and ongoing account management by analyzing statements, repricing accounts, resolving billing and funding inquiries, and guiding clients through PCI (payment card industry) compliance. Additionally, responsible for providing technical support for POS (point of service) terminals, gateways, and VAR (value added resellers) integrations to ensure a seamless client experience, as well as playing a critical role in client activation, retention, and revenue protection initiatives. Duties and Responsibilities: Resolve complex client issues by managing high-level client servicing escalations across multiple workflow channels, ensuring a consistent and exceptional client experience. Provide expert support during the onboarding of new relationships and ongoing...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You’ll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a...

The Sr Client Executive, Employee Benefits is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives. POSITION SUMMARY:    The Sr Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.     PRIMARY RESPONSIBILITIES:    The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives....