J. O. B. S. UMMARY. . Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement. E. SSE. NTIAL. F. UNCTIONS. Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides cli...
Description. JOB SUMMARY. This job partners with assigned Client Managers to maintain and grow existing Small Group business and ensure that positive account relationships are maintained. The incumbent assists in the preparation of proposals, meeting materials and / or sales collateral during the account renewal process. Evaluates, recommends and implements processes to ensure that account objectives are met. Serves as the sales liaison between g...
Join our dynamic team of innovators, strategists, and problem-solvers who are passionate about connecting human insights to business questions. Our culture thrives on collaboration, creativity, and personal growth, and we're seeking individuals ready to make a real impact alongside us. At Sago, we celebrate our victories as passionate and inspired thinkers. We are vibrant leaders who empower our colleagues and drive innovation in the Market Resea...
We’re seeking a highly skilled, energetic, full-time Client Service Manager (CSM) who is honest, hardworking, and organized to join our fast-paced financial planning firm. In this role, the CSM would work directly with our Financial Advisor to create a great client experience. The specific responsibilities may include, but are not limited to the following. GENERAL SUPPORT & MARKETING. Responsible for helping to maintain a full calendar with 20 to...
Position Title. Client Service Manager. Department. Retail. Position Reports to. Branch Manager. Position Supervises. Customer Service Representative. . Position Summary. Support the company’s mission statement and goals by maintaining a high-level of customer service through supervision of CSRs and control of daily activities of branch operations. This role provides ongoing support and guidance for branch operations, staff development and custo...
We are hiring immediately for a. Client Service Manager position. This role will require travel to account locations. Candidate should should reside in MD., DC., CT., NY., or Boston areas. Note: online applications accepted. only. . Schedule. . Monday - Friday based on business needs. $65000 - $75000 / year. Company Car and gas card. Field incentive bonus eligible. The Client Services Manager has direct customer service contact with our clients i...
Canteen. We are hiring immediately for a. Client Service Manager position. This role will require travel to account locations. Candidate should should reside in MD., DC., CT., NY., or Boston areas. Note: online applications accepted. only. . Schedule. . Monday - Friday based on business needs. $65000 - $75000 / year. Company Car and gas card. Field incentive bonus eligible. The Client Services Manager has direct customer service contact with our ...
Community State Bank is coming to Fort Wayne. We are looking for an experienced. Full-Time Client Service Manager. (CSM) to help lead our small team of front-line branch staff at our brand new Fort Wayne, Indiana branch. The target opening date for the new branch (located on the north side of Fort Wayne) is October 1, 2024, so the CSM will train and work at another CSB location until the branch opens. Qualified candidates will have a minimum of t...
Job Description. Job Description. Dragonfly Pond Works is a leading environmental service company specializing in stormwater management. Since 2006, Dragonfly has provided routine maintenance and repairs on stormwater devices, lakes, ponds, wetlands, and underground facilities. We are proud to have a very respectful work environment and expect all our employees to adhere to the same standard throughout the organization. The core purpose of this p...
About Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100...
Canteen. We are hiring immediately for a. Client Service Manager position. This role will require travel to account locations. Candidate should reside in CT., NY., or Boston areas. Note: online applications accepted. only. . Schedule. . Monday - Friday based on business needs. $65000 - $75000 / year. Company Car and gas card. Field incentive bonus eligible. The Client Services Manager has direct customer service contact with our clients in suppor...
We are hiring immediately for a. Client Service Manager position. This role will require travel to account locations. Candidate should reside in CT., NY., or Boston areas. Note: online applications accepted. only. . Schedule. . Monday - Friday based on business needs. $65000 - $75000 / year. Company Car and gas card. Field incentive bonus eligible. The Client Services Manager has direct customer service contact with our clients in support of our ...
