Client Associate
1 week ago
We are looking for a person to support the team's day-to-day tasks associated with participant requests for Plan distributions and loans, as well as assisting with contribution submissions each payroll for select clients. The position requires professional written and verbal communication, ability to prioritize multiple tasks within given timeframes, and ability to lookup and interpret plan document terms and various recordkeeper procedures. This job does require some in-office duties, but remote work is an option when needed. A person who is friendly, proactive, and detail-oriented would be best in this role.
Primary Duties:
- Answer phone and email inquiries
- Identify and process all written and electronic distribution and loan requests
- Identify and obtain additional documentation as needed for requests to be in good order
- Identify eligibility for transactions requested
- Calculate vesting for participant account balances
- Confirm that submitted requests are processed correctly
- Enter enrollment forms and update client and participant records as needed
- Communicate with all parties (clients, participants, internal team members, and vendors) in a professional manner
- Other duties as needed
Qualifications Requested:
- 2 or 4 year post-high school degree, or equivalent experience (retirement plan, financial services, or banking industries preferred)
- Basic proficiency in Microsoft Word applications (Outlook, Word, and Exce
-
Client Associate
2 weeks ago
chesterfield, United States Pension and Retirement Services, LLC Full timeJob descriptionWe are looking for a person to support the team's day-to-day tasks associated with participant requests for Plan distributions and loans, as well as assisting with contribution submissions each payroll for select clients. The position requires professional written and verbal communication, ability to prioritize multiple tasks within given...
-
Client Associate
2 weeks ago
Chesterfield, United States Pension and Retirement Services, LLC Full timeJob descriptionWe are looking for a person to support the team's day-to-day tasks associated with participant requests for Plan distributions and loans, as well as assisting with contribution submissions each payroll for select clients. The position requires professional written and verbal communication, ability to prioritize multiple tasks within given...
-
Client Associate
2 weeks ago
Chesterfield, Missouri, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
-
Client Service Associate
2 months ago
Chesterfield, Missouri, United States Rockefeller Financial Full timeAbout Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm that provides strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. With a presence in 30 markets throughout the United States and an office in London, the Firm oversees $133 billion in client...
-
Client Associate
2 months ago
Chesterfield, Missouri, United States Rockefeller Financial Full timeAbout Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm. Originally founded as a family office, the Firm has evolved to offer strategic advice to high-net-worth individuals and families, institutions, and corporations. The Firm oversees significant client assets and has a presence in multiple markets...
-
Client Relations Associate
2 months ago
Chesterfield, United States Smart Solutions Inc Full timeSmart Solutions Inc. is a prominent firm dedicated to providing exceptional assistance to our clients and customers. We prioritize fostering enduring relationships and surpassing expectations, aiming to create a positive influence each day. As a Customer Support Specialist, you will play a vital role in delivering outstanding assistance to our clients and...
-
Private Client Advisor
2 months ago
Chesterfield, Missouri, United States Rockefeller Financial Full timeAbout Rockefeller Financial: Rockefeller Financial is a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the...
-
Sales Associate
2 weeks ago
Chesterfield, Missouri, United States Knitwell Group Full timeAbout UsAt Knitwell Group, we're committed to empowering women to lead the lives they love. Our brand embodies the spirit, heritage, and confidence of American women, providing them with everything they need to feel inspired and motivated. Our effortlessly polished styles are thoughtfully designed to go anywhere, from the office to special occasions.Position...
-
Sales Associate
3 months ago
Chesterfield, United States Ascena Retail Group Full timeAbout usAnn Taylor embodies and celebrates the spirit, heritage, and confidence of American women leading the lives they love. Since its beginnings, Ann Taylor has been committed to providing women with everything they need to feel inspired and motivated as they navigate their multifaceted lives. Our effortlessly polished styles are thoughtfully designed to...
-
Sales Associate
4 months ago
Chesterfield, United States Ascena Retail Group Full timeAbout us Ann Taylor embodies and celebrates the spirit, heritage, and confidence of American women leading the lives they love. Since its beginnings, Ann Taylor has been committed to providing women with everything they need to feel inspired and motivated as they navigate their multifaceted lives. Our effortlessly polished styles are thoughtfully designed to...
-
Sales Associate
3 weeks ago
Chesterfield, Missouri, United States DIFILIPPO Full timeJoin DIFILIPPO as a Sales AssociateWe are seeking a highly motivated and results-driven Sales Associate to join our team. As a Sales Associate, you will be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities, and leading a small team to achieve sales goals.Key Responsibilities:Service...
-
Associate Controls Engineer
2 weeks ago
Chesterfield, Missouri, United States Wunderlich-Malec Full timeJob Title: Associate Controls EngineerWunderlich-Malec Engineering is a 100% employee-owned ESOP and one of the largest and most well-established engineering companies in the United States. As an Associate Controls Engineer, you will be part of a team that works with Fortune 500 clients, is an ENR Top 500 firm, and is rated in the top three System Integrator...
-
Sales Associate
2 months ago
Chesterfield, Missouri, United States Michael Kors Full timeJob SummaryWe are seeking a highly motivated and fashion-forward Sales Associate to join our team at Michael Kors. As a Sales Associate, you will be responsible for providing exceptional customer service, driving sales growth, and maintaining a high level of product knowledge.Key ResponsibilitiesSales GenerationMeet sales goals and targetsUtilize sales and...
-
Associate Controls Engineer
2 weeks ago
Chesterfield, Missouri, United States Wunderlich-Malec Engineering Full timeJob Title: Associate Controls EngineerWunderlich-Malec Engineering is a 100% employee-owned ESOP and one of the largest and most well-established engineering companies in the United States. We are seeking an Associate Controls Engineer to join our team in our St. Louis office.Key Responsibilities:Design, develop, and implement control systems to meet...
-
Associate Controls Engineer
2 weeks ago
Chesterfield, Missouri, United States Wunderlich-Malec Full timeAssociate Controls EngineerWunderlich-Malec Engineering is a 100% employee-owned ESOP and one of the largest and most well-established engineering companies in the United States. As an Associate Controls Engineer, you will be part of a team that works with Fortune 500 clients, is an ENR Top 500 firm, and is rated in the top three System Integrator Giants...
-
Sales Associate
4 weeks ago
Chesterfield, Missouri, United States Tapestry Full timeJob SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Kate Spade in Chesterfield, MO. As a Sales Associate, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and driving sales growth through product knowledge and sales competency.Key...
-
Research Associate
1 month ago
Chesterfield, Missouri, United States Revolution Technologies Full timeJob Title: Research AssociateJob Summary:We are seeking a highly motivated and detail-oriented Research Associate to join our team in the Infinium Extraction area of the High Density Genotyping Lab. As a Research Associate, you will be responsible for conducting extensive analysis and reporting to management on key findings of market research initiatives...
-
Food Service Associate
1 week ago
Chesterfield, United States GovernmentJobs Full time**Job Summary**We are seeking a skilled Food Service Associate to join our team at GovernmentJobs. As a Food Service Associate, you will be responsible for performing various tasks in the preparation and serving of food items, maintaining proper sanitation of the kitchen, and providing excellent customer service.Key Responsibilities:Prepare and serve food...
-
Associate Controls Engineer
2 weeks ago
Chesterfield, Missouri, United States Wunderlich-Malec Full timeJob Title: Associate Controls EngineerWe are seeking a highly motivated and detail-oriented Associate Controls Engineer to join our team at Wunderlich-Malec Engineering.Job Summary:The Associate Controls Engineer will be responsible for designing, developing, and implementing control systems for various industrial applications. This includes PLC/SCADA/HMI...
-
Store Associate
3 months ago
Chesterfield, United States The Sherwin-Williams Company Full timeThis is position is essential to the success of our retail stores. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expected to promptly resolve any customer concerns and ensure maximum client...