- Raymond James Financial, Inc. (Memphis, TN)
- …complex matters to colleagues, as necessary. + Carry out standard customer service activities and handle customer inquiries. + Conduct data entry and transaction ... formal and informal training and coaching. **Knowledge of:** + IRA's and Retirement plans including various legal documents **Skills:** + Organizational and time… more
- Lincoln Financial (Trenton, NJ)
- …**Requisition #:** 75136 **The Role at a Glance** As a Sr. Actuarial Consultant in Retirement Plan Services, you will play a key role in supporting pricing, ... with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track...and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln… more
- Equitable (Bala Cynwyd, PA)
- Retirement Planning Associate - Retirement Benefits Group - PA, Philadelphia (3679) ( PIN\_43360 ) **Primary Location** : UNITED STATES-PA-Bala Cynwyd ... build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement...be tailored to meet their unique needs + **Client Service and Implementation** : Analyze and organize client data,… more
- Equitable (Deerfield, IL)
- Retirement Planning Associate - Retirement Benefits Group - IL, Deerfield (2348) ( PIN\_19137 ) **Primary Location** : UNITED STATES-IL-Deerfield ... build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement...be tailored to meet their unique needs + Client Service and Implementation: Analyze and organize client data, ensure… more
- Equitable (Portland, OR)
- Wealth Management Associate - Retirement Benefits Group - OR, Portland (5133) ( 240000JL ) **Primary Location** : UNITED STATES-OR-Portland **Organization** : ... build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement...be tailored to meet their unique needs + **Client Service and Implementation** : Analyze and organize client data,… more
- Equitable (Boston, MA)
- Wealth Management Associate - Retirement Benefits Group - MA, Boston (3884) ( 200000JA ) **Primary Location** : UNITED STATES-MA-Boston **Organization** : ... build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement...be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize client data, ensure… more
- Publix (Lakeland, FL)
- …beneficiary claims for PROFIT Plan distributions, + Providing premier customer service to lobby visitors who are contemplating retirement and/or needing ... **33789BR** **Position Title:** PROFIT Plan Claims Processing Specialist, Retirement -...years of claims processing experience, or 4 years customer service experience in retirement related field +… more
- HUB International (Rockville, MD)
- …advisor to close plans as necessary. + Work closely with RPW leaders and advisors on retirement plan client service and interaction: + Lead and manage the ... for you.** We currently have an opportunity for a ** Retirement Plan Advisor** to join the team...for advice and counsel + Coordinate with the Client Service Associate to prepare the review materials… more
- T. Rowe Price (Colorado Springs, CO)
- …equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach ... Are you looking to grow your career in the Retirement Plan Industry by working for a...uncovers ways to improve the daily operations of the plan + May support development of a service… more
- NBT Bank (NY)
- Pay Range: $19.45 - $25.93 Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts for ... teams in the above capacity. Education and Experience: + Associate degree and one (1) year related experience or...and 8955-SSA. Complete of Form 1099R and 5558. Assist Retirement Plan Compliance Consultant in preparation of… more