Retirement Solutions Client Service Associate

About Alera GroupAlera Group is a leading independent national insurance and wealth services firm. Our employee benefits team provides comprehensive solutions to clients nationwide.This role will be a hybrid position based out of our New York office or possibly remote for the right candidate.Job DescriptionThe Retirement Solutions Client Service Associate...

Role SummaryThe Attorney Client Services Associate will be responsible for coordinating billing activities, ensuring seamless interactions with clients and colleagues. Based in New York, this role offers a chance to make a meaningful impact on our global food products company.Main Duties:Manage billing processes, maintaining transparency and accuracy...

About the RoleThis is a Hybrid role out of our New York office or possibly remote for the right candidate. As a Retirement Solutions Client Service Associate, you will be responsible for coordinating with the Retirement Solutions Group team to ensure client needs are met. You will also assist with scheduling and facilitating client education meetings and...

Client Solutions AssociateDepartment: Client Services Employment Type: Permanent - Full Time Location: New York Reporting To: Manager, Client Solutions Manager - Sales Compensation: $52,000 / year Description Client Services is part of our Global Sales team. It is one of the primary contact points for clients with queries about the Preqin platform or the...

About UsWe are Alera Group, a national insurance and wealth services firm providing comprehensive employee benefits, property and casualty insurance, retirement plan services, and wealth services solutions to clients nationwide.This role offers a competitive salary starting at $60,000, and we're looking for a talented individual to join our Employee Benefits...

Job DescriptionJob DescriptioniCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $198...

About the RoleWe are seeking a Retirement Plan Service Expert to join our Disability Solutions team. This individual will be responsible for delivering exceptional service to participants in an employer-sponsored retirement plan, providing information on various features and concepts, and guiding them towards financial wellness and retirement readiness.Key...

Job Summary: We are seeking a highly skilled TPA Client Service Associate to join our team at Daniel H. Cook Associates Inc. in Midtown Manhattan. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and partners through various channels, including phone, email, and chat.Responsibilities:...

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly...

Job Opportunity at TD Bank GroupWe are seeking a skilled Institutional Client Servicing Associate to join our team at TD Bank Group. As a member of our Global Institutional Relationship Management team, you will play a critical role in supporting all aspects of client servicing and delivering top-tier service to our institutional clients.The successful...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Citigroup Inc. is seeking a Client Service Development Associate to join its Private Client Coverage team. This exciting opportunity requires a motivated individual with a passion for delivering exceptional client experiences and driving business growth through innovative solutions.**Job Overview:*** Assist senior wealth management professionals in...

Job Title: Senior Retirement Services CoordinatorIn the role of Senior Retirement Services Coordinator at Alera Group, Inc., you will be responsible for providing exceptional administrative support to our retirement plan clients. This includes interacting with clients to provide information and resolve complaints, leading responses to complex inquiries, and...

About the JobOverviewInizio Partners is a top-rated executive search and placement firm serving clients globally. We are currently recruiting for a Director of Retirement Practice to implement programs across multiple global delivery geographies, maintain and generate new business opportunities within the Group Retirement sector.ResponsibilitiesMaintaining...

What This Position is All AboutThe Client Services Representative/Phone Seller represents Saks Fifth Avenue's ideals of service and quality to the customer. This position responds to all assigned customer escalations, ensuring a timely response and resolution to issues, ensuring the customer's overall Saks Fifth Avenue experience is a positive one....

Client Solutions Consultant at Precision Medicine Group (View all jobs) New York, NY, USA The Client Solutions Consultant reports to the Client Solutions Manager and is responsible for identifying and engaging potential customers for Precision AQ's products and services. In addition, this position is responsible for following up on warm leads generated via...

About the RoleThis is an exciting opportunity to join the Client Service team at Guidepoint, where you will work closely with clients and experts to deliver research solutions. As an Associate, you will be responsible for developing strategies for client project requests and identifying top-tier experts.Key ResponsibilitiesDevelop strategies for client...

Job SummaryWe are seeking a highly skilled Associate Director, Client CIO to join our team at Russell Investments. As a key member of our Institutional team, you will work closely with existing OCIO clients, developing strategic advice through asset allocation studies, managing, and enhancing key client relationships. You will also collaborate with other...