Search jobs > Santa Clara, CA > Client relationship
A company is looking for a Client Relationship Manager to support client relationships and 401(k) plan administration.Key Responsibilities : Maintain client and advisor relationships with a high retention rateManage a caseload of 90 - 110 full-service partner level clientsConsult with clients regarding plan operation and design, and resolve issues related to plan administrationRequired Qualifications and Education : Five or more years of 401(k) plan administration experienceSuperior knowledge of non-discrimination testing (ADP / ACP, 415, 410(b), Top Heavy, 401(a)(4))NIPA credential, ASPPA credential, or a 4-year college degreeAbility to proactively manage a book of businessCommitment to lifelong learning and being coachable
Client Relationship Manager
A company is looking for a Client Relationship Manager to support client relationships and 401(k) plan administration. ...
Internal Client Relationship Manager-Retirement
The Internal Client Relationship Manager (CRM) is an individual contributor responsible for Voya’s relationships with Corporate Retirement Plan Sponsors, Financial Advisors and Third Party Administrators (TPAs). The CRM manages a book of business comprised of small and mid-sized companies and is res...
Internal Client Relationship Manager-Retirement
Key Responsibilities:Form, maintain, and strengthen relationships with key clients, distribution partners, and TPAsDevelop and manage business plans to strengthen client and advisor relationshipsDesign participant education campaigns to drive increased participation and contribution ratesRequired Qu...
Senior Client Executive (Relationship Manager) (Northern California)
Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty. Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Consult with clients and brokers on qualified plan design issues. Interpret and e...
Sales Commission, Manager
Synopsys is seeking a Sales Commission Manager to join our Sales Compensation team. At least 8 years' experience in Sales Compensation, Sales Operations, Finance, or other highly detail-oriented quantitative position. We work in a fast paced, dynamic environment supporting Sales teams worldwide. Thi...
Account Executive SB - New York
A company is looking for an Account Executive in New York. ...
Channel Account Executive (Spanish Speaker) - San Francisco
Jobs Channel Account Executive (Spanish Speaker) - San Francisco8000 Marina Blvd #300, Brisbane, CA 94005, United StatesSales / Partnership RecruitmentOdoo ERP system is enterprise resource planning software used company-wide for the management of business processes. DBA OpenERP seeks a Channel Acco...
Senior Business Account Executive, SMB Direct Sales (Outside Sales) - Comcast Corporation
Comcast brings together the best in media and technology.We drive innovation to create the world's best entertainment and online experiences.As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations ...
Clinical Project Manager
Proven experience as a clinical project manager or similar role in the pharmaceutical, biotechnology, or medical device industry. Develop comprehensive project plans that outline project scope, objectives, timelines, resources, and budget requirements. Prepare and maintain project documentation, suc...
Relationship Manager - Campbell, CA
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Collabora...