When you join us as a Client Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that throug...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiri...
When you join us as a Client Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that throug...
When you join us as a Client Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that throug...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiri...
Cost minimization: Review opportunities for an assigned client to transition to more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service). An Account Manager will be a key c...
Reporting to the Client Service Leader, the Client Service Manager (CSM) will consistently and effectively develop, enhance, and solidify relationships with the service team by providing exceptional service in accordance with Hylant standards. The Client Service Manager is responsible to provide a c...
As a Senior Analyst, you’ll partner with the Regional Vice President (RVP) and Relationship Manager (RM) and serve as the post-sale service counterpart to the Regional Internal Consultant. You will be assigned a book of retirement plans aligned to specific RVP territories and be introduced as the si...
As an Assurance Services Manager, you will manage the fieldwork of the assurance services staff and lead management and supervisory roles in various assurance and audit-related client engagements and projects in multiple sizes and scopes. The assurance services offered focus exclusively on serving p...
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative...
Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues. Provides sales, service and execution support for new and ongoing client relationships. May administer complex implementation plans and ...
The Vice President - Client Services will be responsible for overall client relations, operational effectiveness, revenue generation & client retention. Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfac...
You will manage relationship with clients by working with producers, clients, accountants and attorneys in design and ongoing administration of plans, providing assistance to clients with governmental audits, preparing and conducting plan sponsor/participant meetings, providing expertise to sales pe...
If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you wil...
If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs....
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to bring your expertise to a firm that will champion your development in a collaborative, growth-focused environment. As you build your knowledge and skills with ongoing classroom and hands-on ...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high ...
The Client Account Services Representative works with an assigned list of billing attorneys and their clients to accurately maintain client account balances within the specified terms of engagement. Generates reports and aids the Director of Client Account Services and Client Account Services Manage...
Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention, expansion of services, utilization of supplier network. Senior Vice President Client Services. Identifies and implements process improvem...
The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client trans...
Developing, preparing, generating, and analyzing ongoing and ad-hoc special reports pertaining to Service. Demonstrating a willingness to help others and be a team member; often working together with Customer’s Service Engineers. Providing assistance and training to Customer’s Service Engineers on t...
The client services coordinator serves as an internal liaison between sales, client and production departments. Strong communication skills – ability to communicate with clients, vendors and internal production team. Collaborative work environment with clients in the healthcare, retail and hig...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. ...