Partner with senior client service managers to support client accounts throughout implementation and ongoing service delivery.
Assist with project coordination, tracking timelines, deliverables, and client requirements.
Serve as a key point of contact between internal teams and client stakeholders to facilitate effective communication.
The company specializes in client service and support solutions for the healthcare sector. It offers a remote-first culture with a focus on collaboration, innovation, and professional growth.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Deliver high-quality customer service in a healthcare environment, handling inbound and outbound calls to resolve claims, benefits, and coverage inquiries.
Research and document member and provider issues, escalate complex cases, and ensure timely follow-up across systems.
Maintain strict confidentiality of sensitive information while adapting communication for diverse audiences including members, clinics, and vendors.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies efficiently. It operates as a partner recruiting organization, facilitating applications and next steps for roles like this one.
Responds to incoming inquiries via phone, email, and web portal, providing accurate and timely customer service.
Works as part of a team to support service delivery and maintain strong customer relationships.
Adheres to regulations and procedures to ensure privacy and safety of employee and patient information.
Sutter Health is a healthcare organization providing medical services and support to patients and communities. They are a large employer with a focus on collaborative culture and employee empowerment.
Perform general administrative and clerical duties for retirement plan operations, including data entry and document preparation.
Assist with processing benefit distributions and participant loans while ensuring accuracy and completeness.
Support team members with special projects and communicate professionally with internal and external contacts.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, they emphasize accuracy, compliance, and regulatory risk reduction.
Deliver a world-class customer experience to clients and annuitants, ensuring efficient and accurate transition onboarding.
Support Transition team by participating in meetings, developing communication, and ensuring accurate data across departments.
Collaborate with clients and internal partners to obtain annuitant data, perform validation testing, and resolve installation issues.
Banner Life Insurance Company is a leader in Pension Risk Transfer (PRT), securing the retirement of over 200,000 annuitants annually. With over $14 billion in total PRT premium as of 2025, the company fosters a culture of heart, ambition, and innovation, offering career development and comprehensive benefits.
Works directly with clients to align plan design with product capabilities and increase launch rates.
Researches and reviews plan documents to identify compliance issues and mitigate risks.
Audits system setup and benefits analysis for accuracy prior to plan launch.
Human Interest is a fintech company on a mission to make retirement benefits accessible for all workers. They are a high-growth startup backed by top investors, with a culture focused on customer obsession and long-term orientation.
Respond to customer inquiries via phone and email, processing insurance transactions and escalations.
Build and maintain strong client relationships, support senior specialists, and mentor new team members.
Ensure compliance with service level agreements, identify process improvements, and collaborate with colleagues to achieve team goals.
Jobgether uses AI-powered matching to connect candidates with hiring companies. The partner company manages all applications and next steps, offering a collaborative work environment with opportunities for professional growth.
Provide high-level customer service by responding to telephone or email inquiries and resolving problems including fraud support and internet operations.
Act as a liaison between customers and various departments to resolve complex issues while navigating multiple computer systems.
Obtain thorough knowledge of products, services, rates, terms, fees, and applicable regulations.
U.S. Bank helps customers and businesses make better financial decisions and enables communities to grow. It is a large financial institution offering a wide range of career opportunities and a collaborative culture.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Oversee contracted operations to ensure client needs are met while managing a team.
Lead employee lifecycle including hiring, training, and performance management.
Manage financials including P&L, invoicing, and budget.
RRD provides marketing, packaging, print, and business services to the world’s most respected brands. It is a global organization that delivers sustainable solutions with a focus on reducing complexity and driving audience connections.
Conducts administrative and clinical intake of calls for clinical review.
Provides quality customer service and telephonic support to providers and office staff.
Maintains high confidentiality and documentation standards while performing data entry.
WNS, part of Capgemini, is an Agentic AI-powered leader in intelligent operations and transformation, serving over 700 clients across 10 industries. With 66,000+ employees across 13 countries, they combine deep domain expertise with AI platforms to drive business resilience and sustainable outcomes.
Act as a key liaison for clients, ensuring total satisfaction and providing ongoing support.
Develop customized financial plans for clients, covering budgeting, debt reduction, investing, and retirement.
Collaborate with a team of like-minded individuals to share financial knowledge and strategies.
We tackle financial illiteracy worldwide, helping clients progress financially. We are a diverse team committed to excellence, offering training and online tools to support career growth.
Provide timely and world-class customer support to users via multiple channels.
Manage incoming support cases by prioritizing based on severity and re-routing as required.
Build strong client relationships by following up with customers in a timely manner.
PointClickCare is a health tech company that helps providers deliver exceptional care through its platform serving over 30,000 provider organizations. Recognized as a top private cloud company and one of Canada's Most Admired Corporate Cultures, they offer flexibility and growth opportunities.
Coordinate daily sales pipeline activity and support proposal preparation for retirement plan services.
Assist Regional Sales Directors and financial advisors with documentation, CRM updates, and client deliverables.
Maintain data accuracy, manage workflow systems, and build relationships with wholesalers and internal partners.
This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.
Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.