Review, research, and process retirement transactions while ensuring accuracy, timeliness, and compliance with regulatory standards.
Process enrollments, contributions, distributions, and corrections accurately and within departmental production standards.
Monitor and manage incoming work queues to ensure timely completion.
They are seeking experienced professionals for a Retirement Services Processor role focused on complex corrections within employer-sponsored retirement plans. This is a full-time, 40-hour-per-week remote assignment supporting high-volume retirement plan administration functions.
Provide helpful and caring customer service over high volume inbound and outbound client phone calls.
Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking.
Develop and maintain positive client relations and work collaboratively with other departments.
Beyond Finance helps everyday Americans escape debt and step into a brighter financial future through individualized care and supportive technology. They've helped over 1 million clients and have a forward-thinking, rapidly growing organization focused on helping people.
Receives and responds to incoming calls from investment professionals, plan sponsors and members.
Understands the different product suites and interprets changes to new and old products.
Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Nationwide is a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future. They have a caring culture and are named one of the Fortune 100 Best Companies To Work For.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Take ownership and accountability for the success and retention of an assigned book of business.
Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.
Develop and execute the annual customer account plan specific for all assigned customers.
Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace. They have built the ultimate benefits platform that connects disparate systems across the benefits supply chain.
Build and maintain strong relationships with clients by understanding their needs.
Act as the main point of contact for client inquiries, concerns, and escalations.
Facilitate the onboarding process for new clients, ensuring a smooth transition.
Asset Living is a third-party management firm fostering thriving communities nationwide. Founded in 1986, they have grown organically into a trusted real estate ally with a diverse team that drives innovation.
Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.
Deliver fast, accurate, and empathetic support to workplace customers across voice and email.
Troubleshoot issues, follow or adapt workflows, and escalate when necessary.
Develop expertise in products and processes to identify recurring issues and improve customer experiences.
Clipboard exists to help people move up the socioeconomic ladder by connecting professionals with workplaces for on-demand shifts. It is a fast-growing Series C marketplace with a global, remote team of 1,000+ people and has been profitable since 2022.
Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.
Drive key KPIs around member engagement with the product, through phone and email interaction.
Deliver on a number of customer success responsibilities, including but not limited to proactive member outreach to drive improved platform usage.
Axial is an online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. They have built a digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors.
Consult and enroll clients into debt relief programs or recommend options.
Document client discussions using Salesforce.
Meet performance criteria set forth by the management team.
National Debt Relief, founded in 2009, aims to help consumers deal with debt and is a trusted consumer debt relief provider. They've assisted over 450,000 people settle over $10 billion of debt, promoting a healthier financial lifestyle.
Serve as a critical liaison between customers and the Bank by ensuring timely, compliant, and customer-focused resolution of complaints and service concerns across multiple channels.
Conduct thorough investigations by gathering information from internal systems, management, frontline teams, and customers.
Track, categorize, and analyze complaint data to identify patterns and emerging risks, and coordinate with Digital Banking and enterprise teams to implement corrective actions when needed.
Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for its clients and communities. The company is dynamic, high energy, and fast-paced, with a culture of collaboration, inclusion, flexibility, and recognition.
Develop and maintain a deep understanding of our product offerings to effectively respond to incoming customer inquiries across our single-channel support system.
Be each customer’s champion by providing ongoing support via our help desk platform helping them find solutions to their inquiries.
Support development and update of the internal and external knowledge base to help scale our help desk support
Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses. As the fastest growing company in the therapy EMR space and the new standard in healthcare technology, they’re doing something special.
Support the success and satisfaction of your portfolio of employer clients, helping ensure strong client retention and engagement
Monitor client health and engagement on an ongoing basis, flagging potential risks early and collaborating with your manager and team to develop mitigation plans.
Maintain strong client relationships, fostering satisfaction, loyalty, and advocacy, and supporting case studies or success stories where appropriate.
Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs.
Act as the primary contact for B2B agencies, addressing their needs and ensuring a seamless experience.
Foster strong, long-term relationships that contribute to agency retention and satisfaction.
Conduct research to identify industry trends and potential partners, contributing to targeted outreach strategies.
They focus on fostering strong relationships with B2B agencies, ensuring their satisfaction and long-term engagement with their services. I don't have enough information to provide details on company size and culture.
Manage client and broker/consultant relationships throughout the client lifecycle.
Communicate clearly and concisely in both verbal and written formats.
Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.
Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.
Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.
Responsible for the profitable management of a portfolio of clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness.
Meet annual financial, growth and profitability objectives for your assigned block of business.
Develop and grow existing client and consultant/advisor relationships by delivering superior service, effectively communicate Manulife’s value proposition and products/services and represent Manulife professionally in client-facing meetings.
Manulife is a leading international financial services provider, helping people make decisions easier and lives better. As part of their global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.
Provides professional quality sales and service for customer and prospect inquiries, issues and requests.
Achieves sales targets with a focus on relevant investment products.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
BMO Financial Group is driven by a shared purpose: Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, it provides personal and commercial banking, wealth management and investment services to more than 12 million customers.
Build and grow strong client relationships by delivering excellent service.\n- Serve as the primary point of contact for clients and Area Directors.\n- Drive client retention and growth by renewing partnerships.
The N2 Company is America’s leading publisher of community magazines. They provide supportive and fulfilling remote work opportunities for their people and foster an emotionally healthy, collaborative environment where people genuinely enjoy working together.