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Senior Client Service Manager, Relationship Management - Retirement Plan Services
✦ New
Salary not disclosed
Round Rock, TX 1 day ago
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
 
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
 
The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.
 
The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B .
 
Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. 
Support Sales efforts, as needed,
Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
Execute client and regulatory changes.
Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.
10 + years of experience working with large, complex employer sponsored Retirement Plans.
~ Bachelor's degree or equivalent experience.
~ High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
~ Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
~ Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
~ High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
~ Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
~ Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
~ Effectively service plans with varying level of complexity.
~ Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
~ The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
~ Flexibility to travel for client visits and sales presentations as needed.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
401(k) with company match and Employee stock purchase plan
~ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance
permanent
Client services part-time internship
🏢 Charles Schwab
Salary not disclosed
Scottsdale, Arizona 4 days ago

Position Type: RegularAt Schwab, your potential isn't just recognized — it's developed. Here, bold ideas and genuine curiosity fuel meaningful careers, empowering you to challenge the status quo and help shape the future of financial services.Our Aspiring Talent Academy (ATA) is a part‐time, immersive internship program designed exclusively for college students who want real‐world experience while building the foundation for a long‐term career in our Client Service & Support (CS&S) organization. Through our C. A. R. E. E. R. S. curriculum — Collaboration, Academic learning, Real‐world Education & Experience, Roundtables, and Shadowing — you'll gain hands‐on exposure to the business and learn what it truly means to serve clients "Through Clients' Eyes." As an ATA Financial Services Apprentice , you'll take inbound client calls, help solve meaningful financial questions, and learn how to navigate a wide range of service needs — all while receiving the support, coaching, and training you need to succeed. You'll grow your confidence, sharpen your communication skills, and become part of a collaborative team committed to helping clients — and each other — own their financial futures. This experience isn't just a role — it's your first step toward a future career at Schwab.

Real client experience. Build confidence by assisting clients through inbound service calls and applying Schwab's client‐first approach. Structured training, support, and coaching. Develop through hands‐on training, ongoing mentorship, and dedicated manager coaching designed to strengthen your skills and readiness. Exposure to the financial services industry. Gain practical understanding of markets, products, and the client service environment while exploring career pathways within CS&S. High‐impact professional development. Participate in resume and interview coaching, skill‐building workshops, and other growth-focused activities to prepare for future roles. Collaborative team culture. Engage in team‐building events, daily huddles, and cross‐team interactions that strengthen connection and support. Interactive, hands‐on learning experiences. Compete in simulated trading using Schwab's thinkorswim platform and apply what you learn in real-time scenarios. Capstone project to senior leaders. Demonstrate your learning and impact by presenting a final project to Schwab business leaders at the conclusion of the program. Compensation: $21.68/hour Required qualifications:

Monday – 8am to 4:30pmWednesday – 8am to 4:30pmFriday – 8am to 12pm Preferred qualifications:

Demonstrates a strong desire to learn and build a long‐term career in financial services , with curiosity, initiative, and a growth mindset.Delivers exceptional, client‐centric service , showing genuine passion for helping investors and improving the client experience.Communicates with clarity and confidence , with excellent written, verbal, and interpersonal skills.Thrives in fast‐paced, dynamic environments , adapting quickly to market shifts, new information, and evolving business needs.Brings a resourceful, innovative, and solutions‐oriented mindset , consistently looking for better ways to work and the courage to ask "why."Collaborates effectively across teams , contributing to a positive, supportive, and partnership‐driven culture.Shows leadership behaviors at every level , including optimism, professionalism, strong awareness, and a purpose‐driven approach to daily work. #campusAt Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

temporary
Client Analyst
✦ New
Salary not disclosed
Morristown, NJ 1 day ago
Job Title: Client Analyst

Work Location: Morristown, NJ 07960

Duration: 12 months


Job Description

The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:

Key Responsibilities

Client Onboarding, Data Management, and Contracting:

The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.

Meeting Coordination:

Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.

Investment Account Processing:

Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.

Tax Season Activities:

Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.

Internal Group Collaboration:

Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.

Quality Control Metrics and Reporting:

Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.

Qualifications


  • Bachelor's degree required
  • A minimum of 2-5 years of work experience in a professional corporate environment
  • Strong written and verbal communication skills
  • Proficiency in Word, Excel, PowerPoint, and Outlook required
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Excellent communication skills; team focused
  • Extremely organized and detail-oriented
  • Experience in financial services is preferred but not required
Not Specified
Specialist, Client Programs & Events
✦ New
Salary not disclosed
New York 1 day ago
FTE Specialist, Client Programs & Events Hybrid schedule (3 days in office), with flexibility needed depending on events.

Location NYC The Opportunity We are seeking a Specialist, Client Programs and Events to join the firm.

Within this position, you will be responsible for the comprehensive planning, coordination, and execution of client-facing events that support the Firm???s business development and marketing objectives.

These events include CLE seminars and webinars, receptions, dinners, and other high-profile functions.

Reporting to the Assistant Director of Client Programs and Events, the Specialist works as part of the global events team and collaborates closely with business development team, practice groups, partners and other administrative departments to ensure the seamless delivery of events of all sizes.

This position will be based in our New York office and has a hybrid in-office/remote working schedule.

Please note that the firm will not sponsor applicants for work visas for this position.

Handles the planning, coordination and execution of client-facing events, including CLE programs, seminars, webinars, and special events such as dinners, receptions and other interactive client engagement events.

Ensures all event details are executed to the highest standard, reflecting the Firm's brand and client service values.

Collaborates closely with the Business Development teams, practice groups, and partners to align event strategies with practice-specific and Firmwide goals.

Works as a collaborative member of the global client events team, supporting events in other offices as needed.

Partners with Business Development teams to identify target audiences and support BD initiatives to maximize ROI.

Ensures compliance with MCLE accreditation standards across relevant jurisdictions for CLE and educational programming.

Builds and helps maintain accurate invitation and attendee lists in the firm's CRM, ensuring data integrity.

Tracks event-related activities in Firm databases, aggregate and analyze data for reporting, and provide post-event analysis and recommendations for improvement.

Researches and maintains up-to-date intelligence on venues, restaurants and vendors.

Coordinates logistics such as catering, audio-visual requirements, and on-site or virtual event support.

Handles contract review and negotiations.

Develops detailed cost estimates for a variety of event types, leveraging market knowledge to ensure accuracy and value; monitors and maintains event budgets throughout the planning and execution process.

Presents event concepts and recommendations to stakeholders, tailoring proposals to event objectives and suggesting enhancements to create exceptional client experiences.

Manages Firm resources responsibly and in accordance with policies and procedures.

Stays informed of industry trends, competitor activities, and emerging event technologies to support innovative and effective event delivery.

Contributes ideas for process improvements and best practices within the events team.

Demonstrates exceptional interpersonal, written, and verbal communication skills to facilitate effective work relationships.

Supports the professional development of colleagues by sharing knowledge and best practices.

Maintains composure and problem-solving skills when unexpected challenges arise during events.

Performs other related duties as assigned to support the Firm???s business development and marketing initiatives.

Qualifications Proficient in relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Strong interpersonal and communication skills, with the ability to synthesize and convey information effectively in writing and verbally Demonstrates exceptional close attention to detail Solution-oriented, excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Knowledge of Firm practice areas Familiarity with CRM systems and database management Excellent proofreading skills Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's degree Minimum of five years related experience in a professional services environment The starting base salary for this position is expected to be within the range listed under Salary Details.

Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.

Salary Details $100,000
- $110,000
Not Specified
Client Advisor, Beverly Hills
🏢 RIMOWA
Salary not disclosed
Beverly Hills, CA 2 days ago
Position
The RIMOWA Client Advisor is responsible for generating sales through exceptional client relations and product knowledge while acting as an ambassador for the RIMOWA brand.
Job Responsibilities
Sale
  • Achieve personal sales goals
  • Educate clients with company history and the most current product knowledge
  • Keep an active client book to cultivate new/existing client relationships
  • Support team members to achieve store sales goals
Customer Service
  • Always present yourself in a friendly and professional manner
  • Ensure prompt follow up with client purchases, repairs and inquires
  • Provide the best experience for customers by continuously building knowledge of company history, new product and competitors
Operations
  • Understanding of store POS system
  • Opens and closes the register
  • Process payment/return of merchandise
  • Conduct inventory counts and adheres to company loss prevention policy
  • Maintain/execute store merchandising standards
  • Maintain store readiness and housekeeping duties
Profile
  • High school Diploma or equivalent
  • Luxury sales experience ideal
  • Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books
  • Professional presentation, excellent communication skills both verbal and written
  • Excellent problem-solving skills, positive attitude, team player
  • Ideal candidate has knowledge of fashion, design trends and love of travel
  • Ability to work varied hours/days, including nights, weekends and holidays
  • Must be able to lift large boxes up to 20lbs repeatedly
Not Specified
Client Development Manager
Salary not disclosed
Washington, DC 2 days ago

We are engaged on an exciting and quite rare role with a leading global law firm to recruit someone to manage one of the firms largest key accounts, this role will sit within the established key client account team and play a crucial role alongside the partners in managing this high profile client.


Given the diverse nature of the role, the position will have oversight on the client relationship work, alongside advising on billing and pricing, and other strategic initiatives such as overseeing the implementation of AI and other tools that could benefit the client relationship.


The will operate more on a project management basis to take ownership and implement all the various aspects of this role, a strong background of prior project management experience will be key, an understanding of the legal market would be advantageous but not essential.


Core duties include:

  • Work with internal stakeholders and the client leadership team to design and implement a strategic client plan for the account. Ensuring the plan continues to nurture the existing relationship but also monitors the ability for new business opportunities for the firm.
  • Alongside the centralized finance team, put together advice on billing, putting into place a timeline to monitor certain milestones and budgets.
  • Be involved in the pricing strategy for the firm, working with pricing colleagues on matters such as; negotiation, compliance and fee arrangements.
  • Oversee the development and implementation of AI and how this can be utilized to assist the client.
  • Plan and develop external event opportunities to help strengthen the client relationship, ensuring this is targeted to tailored audiences and markets across the US.


If you would be interested in discussing further, please click apply or contact Ben Curle directly.

Not Specified
Client Success Representative
Salary not disclosed

Woundtech is seeking a highly motivated, experienced and results driven sales professional to join the Woundtech team as a Client Success Representative for our Palm Beach, St. Lucie, Martin markets. In this role, you will play a crucial role in providing exceptional customer service and support to Woundtech’s clients who refer patients to us for in-home, provider driven wound care services. Our referral partners include MSOs/IPAs, PCPs, Hospital Discharge Planners and Case Managers, Skilled Nursing Facilities, Home Health Companies, and Assisted Living Facilities.


As part of our close-knit team, we value strong team-focused players who excel in collaboration, transparency, resiliency, adaptability, tenacity, strong internal motivation, and a positive approach to problem solving.

  • Responsible for educating IPA, MSO and other referral sources about Woundtech’s services and value, as well as assisting them on how to make referrals
  • Efficiently utilize Salesforce CRM and Geopointe routing before and after each call to maximize your effectiveness and help you more effectively understand which activities lead to results. Document and update client information accurately and in a timely manner in CRM (Salesforce) ensuring data integrity and confidentiality.
  • Develop and maintain a deep understanding of Woundtech’s wound care offerings, becoming a subject matter expert
  • Utilize effective communication and exceptional sales skills to build strong relationships with clients and ensure their needs are met in a timely and professional manner.
  • Collaborate with internal Patient Care Coordination teams to coordinate referrals and ensure the smooth delivery of wound care to clients.
  • Develop and maintain relationships with providers connected with MSOs (Managed Service Organizations), IPAs (Independent Practice Associations), and healthcare delivery organizations in the Market such as hospital systems
  • Demonstrate a commitment to increasing access to care for wound care patients, advocating for their needs and actively promoting our services.
  • Proactively identify opportunities to improve client satisfaction and contribute ideas to enhance the overall customer experience.
  • Stay updated on industry trends, regulations, and best practices related to wound care and in-home care delivery
  • Be confident, polished, and professional in all interactions, driven to succeed, and able to navigate the complex healthcare landscape in the market.

Requirements-

  • Bachelor’s or AA degree preferred
  • Strong preference for candidates with sales or provider relations experience within a MSO, IPA, Health Plan or other managed care focused entity
  • Will also consider candidates a referral driven healthcare services organization, calling on MSO and IPA clients.
  • Demonstrated high drive, energy, and passion for follow up, an uncompromising focus on providing exceptional care and customer service.
  • Excellent sales, communication, presentation, and interpersonal skills, with the ability to effectively communicate value-based information to health professionals including physicians and health care business professionals.
  • Strong organizational and time management abilities, able to handle multiple tasks and prioritize effectively.
  • Recognized as a leader on a team, ability to motivate peers to success with your positive energy and proven approaches—a true team player.
  • Demonstrated proficiency in using CRM, computer systems and software applications relevant to the role, including Salesforce.
  • Familiarity with providers, MSOs, IPAs, and other healthcare organizations in the Market.
  • Commitment to increasing access to care for wound care patients and improving healthcare outcomes.
  • Confidence, polish, and professionalism in all interactions.
  • Flexibility to adapt to changing priorities and a fast-paced work environment.

Benefits:

  • You will participate in a comprehensive incentive program that recognizes the impact of net referrals and starts of care on overall organizational success.
  • Unlock tiered performance bonuses for consistently meeting or exceeding targets.
  • Benefit from a supportive environment that recognizes and rewards a commitment to continuous improvement in sales and client success.
  • Competitive salary and benefits package.
  • Opportunities for professional development and advancement.
  • Collaborative and supportive work environment.

If you are a driven, results-oriented sales professional with a strong desire to make a difference in the lives of wound care patients and the payers and providers that support them, we encourage you to apply. Your expertise will be highly valued as we strive to provide exceptional care and support to our clients. Join the Woundtech team and be part of our mission to increase access to care for complex wound care patients!

Woundtech provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Not Specified
Client Service Specialist
✦ New
🏢 Hays
Salary not disclosed
Nashville, TN 1 day ago

Your role:

Are you truly service oriented? Do you know how to take care of people?


We’re looking for a Customer Service Representative to:

• Answer inbound calls/chats in a multi-channel environment from our internal clients at the branches

• Educate clients on account services and capabilities

• have basic computer troubleshooting skills for tier 1 support and document and ticket calls

• Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks

• Have strong organizational skills, attention to detail, and excellent follow-up skills

• Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries


Your team:

You’ll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you’ll play an important role in providing excellent service to our internal clients, the branches and external clients.

Your expertise:

• Proficient typing/grammar skills

• Detail oriented (nothing gets past you)

• Proficient in Microsoft Office Suite

• 4-year degree in related field

• Citrix, Good for enterprise, or Active Directory is a plus

• Windows 7 navigation skills

• Basic understanding of computer networking

• Monitor, speaker, mice and keyboard troubleshooting, ETC.

• Know how to use remote access tools to assist clients

• Outlook and Microsoft office troubleshooting skills

Not Specified
Client Manager, Business Insurance Select
✦ New
Salary not disclosed
Greensboro, NC 1 day ago
Client Manager, Business Insurance Select

Marsh McLennan Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan. A day in the life. As our Client Manager on the Business Insurance Select team, you will manage relationships with clients to provide best in class service and drive growth. You'll serve as the client contact to answer questions, resolve billing issues, make policy changes while delivering prompt, courteous, knowledgeable assistance with your day-to-day communications, including renewals, certificates, endorsements, etc.

Our future colleague. We'd love to meet you if your professional track record includes these skills: A high school diploma is required. Minimum of three (3) years Business Insurance experience. Insurance designations (i.e. INS, AAI, CISR) and/or demonstrated knowledge of Business Insurance coverages. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future. These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred. Property & Casualty license (or ability to obtain within 90 days). Experience working with EPIC, Sagitta, and ImageRight. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. Flexible hybrid work. Charitable contribution match programs. Stock purchase opportunities.

Not Specified
Client Service Manager, Relationship Management - Retirement Plan Services
🏢 Charles Schwab
Salary not disclosed
Leander, TX 3 days ago
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
 
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.
We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.
 
The Client Service Manager, Relationship Management in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS’s largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.
 
Support 1-3 Mega Market client relationships in a team-based fashion.
Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
Support sales efforts.
Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.
Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
Execute client and regulatory changes.
Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.
3+ years of experience working with large, complex employer sponsored Retirement Plans.
~ Bachelor's degree or equivalent experience.
~ High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.
~ Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
~ Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
~ Effectively service plans with a high-level of complexity.
~ Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.
~ Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
~ Flexibility to travel for client visits and sales presentations as needed.

5+ years of client and/or participant service experience.
~ Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
401(k) with company match and Employee stock purchase plan
~ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance
permanent
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