JOB SUMMARY. Provide Above and Beyond client service to plan sponsors and participants. Educate plan sponsors on the benefit of their plan and all company benefits while providing timely and quality service. Responsible for service and retention of a book of key accounts by collaborating with a team of service oriented individuals. ESSENTIAL KEY FUNCTIONS. include the following.. Other duties may be assigned. Focuses on understanding and responding to client needs. Assumes a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.... view job details
POSITION SUMMARY. Working in conjunction with Client Relationship Managers, the Operations Specialist 4 supports our clients by being responsible for a wide variety of internal operations. Operations Specialist 4 will be measured on their ability to complete processing and reconciliation work accurately and timely. Operations Specialist 4 will also be utilized to work on internal projects as needed. DUTIES AND RESPONSIBILITIES:. Complete processing, QC, and confirm distributions and loans. Complete processing, QC, and confirm payrolls. Process qualified domestic relations orders. Calculation... view job details
Section 1: Position Summary. Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions and understands plan design and can assist on plan operation and document updates. Section 2: Job Functions, Essential Duties an... view job details
Total Benefit Communications. (TBC), an Ascensus® company, specializes in employee benefit communication and education services throughout the United States. Our highly qualified professionals help companies meet their enrollment goals efficiently and effectively, while helping employees understand their plan, appreciate their options, and prepare for a comfortable retirement. Do you have experience in 401(k) or 403(b) plans?. If so, our positions are. 1099 contract positions. with short-term temporary assignments which provide. supplemental income only. The assignments are on an. as needed. b... view job details
Position Purpose: Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. Use experience and knowledge to serve as a resource to internal associates. Essential Duties and Responsibilities:. Heads project teams and or provides training for Consultants or Assistants. Serves as technical resource for Consultants and Assistants. Provide superior customer service, including problem solving with minimal inconvenience to clients. Provides effective and timely verbal and written communications in a clear,... view job details
Position Purpose:. Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. Use experience and knowledge to serve as a resource to internal associates. Essential Duties and Responsibilities:. Heads project teams and or provides training for Consultants or Assistants. Serves as technical resource for Consultants and Assistants. Provide superior customer service, including problem solving with minimal inconvenience to clients. Provides effective and timely verbal and written communications in a clear, concise and... view job details
Section 1: Position Summary. Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions and understands plan design and can assist on plan operation and document updates. Section 2: Job Functions, Essential Duties an... view job details
OBJECTIVE:. Complete 5500-EZ, 5500-SF and trust projects timely and accurately.. JOB RESPONSIBILITIES. • Understand basic 5500 and trust rules to complete packages accurately and deliver timely. • Answer 5500 and trust questions from Kravitz staff in a helpful, friendly, knowledgeable and. proactive manner. • Perform technical research to complete high quality 5500 and trust packages.. • Ensure accuracy and completeness of the workflow for assigned tasks.. • Keep excellent documentation on 5500 and trust processes. • Follow 5500 and trust procedures, instructions and service standards.. • Prov... view job details
Position Purpose:. This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will develop and maintain a thorough understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Account Executive delivers exceptional service by taking ownership of client issues, providing subject matter expertise on day-to-day activities, and providing value added consulting resulting in high levels of client satisfaction and plan retention. Essent... view job details
We believe our employees are our greatest asset. We are looking for people that want a career, not just a job. You will find unlimited opportunities for growth and advancement here . We strive to provide our employees with all the tools to succeed in our organization. With our Company’s consistent growth, we offer a stable and professional employment environment over the long term. Our Receivables department is seeking motivated individuals for medical billing. Will train. Candidates should also possess strong computer skills and be able to navigate a variety of systems simultaneously. Job req... view job details