Client Service Manager Retirement Plans - Novato

Only for registered members Novato, United States

2 days ago

Default job background

Job summary

The Client Service Manager will specialize in employer-sponsored retirement plans leading and working independently managing a book of retirement plan clients.

This role serves as the primary day-to-day contact for plan sponsors works closely with advisors recordkeepers and third-party administrators to deliver a high-quality proactive client experience.


Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Novato, CA

    The Client Service Manager will specialize in employer-sponsored retirement plans. · This role leads and works independently managing a book of retirement plan clients. · This role serves as the primary day-to-day contact for plan sponsors · and works closely with advisors record ...

  • Only for registered members San Francisco $65,600 - $92,675 (USD)

    We have a flexible work environment and fluid career paths. Chart your own path and grow your career while helping more customers achieve financial freedom.The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to ne ...

  • Only for registered members San Francisco, CA

    We have a flexible work environment and fluid career paths. · We not only encourage but celebrate internal mobility. We also recognize the importance of purpose well-being and work-life balance. Within Empower and our communities we work hard to create a welcoming and inclusive e ...

  • Only for registered members San Francisco, CA

    The Retirement Plan Counselor delivers on-site and virtual education and enrollment presentations to plan participants across all sizes. · ...

  • Only for registered members San Francisco

    We are looking for a Sr. Retirement Plan Consultant to join our team. As a Sr. Retirement Consultant, you'll turn our current clients into raving fans. · Bachelor's degree401(k)-specific experienceSeries 65 license requiredClear and concise verbal communication ability ...

  • Only for registered members Novato

    This is a part-time position for a Business Assistant located in the United States. The role includes managing administrative tasks and supporting client service processes. · Manage administrative tasks · SUPPORT CLIENT SERVICE PROCESSES · ...

  • Only for registered members Novato

    This is a full-time on-site position for a Client Success Team Associate at Valley Oak Wealth Management. The Associate will provide exceptional client service and support, manage client communications, assist with financial planning and account management, · Providing exceptiona ...

  • Cross Country Allied Novato Freelance

    Cross Country Allied is seeking a travel Physical Therapist for a job in Novato, California. · ...

  • Sutter West Bay Medical Group Novato

    Join a premier group of outpatient clinics located within the Bay Area. · Practice full-spectrum family medicine with flexibility for work life balance · Benefits: · • Salary Range: $280,000–$315,000 · • Forgivable loan of $200,000 · • Signing bonus · • Generous benefits package ...

  • Only for registered members Novato

    We are seeking a dedicated Internal Medicine Physician in Novato California to provide comprehensive patient care in a collaborative healthcare setting. · Conducting patient consultations · Diagnosing and managing acute and chronic conditions · Developing treatment plans · ...

  • Only for registered members Novato

    Seeking a compassionate Family Medicine Physician to provide comprehensive primary care in Novato California. · ...

  • Only for registered members Novato

    Seeking a compassionate Family Medicine Physician in Novato, California. · Perform routine check-ups. · Develop personalized care plans. · ...

  • Only for registered members Novato

    We are seeking a compassionate Family Medicine Physician to provide comprehensive primary care to patients of all ages. · Deliver preventive, acute, and chronic care services in a patient-centered environment. · Perform thorough examinations, diagnose illnesses, and develop perso ...

  • Only for registered members Novato $70,000 - $95,000 (USD)

    Job summary · The Paraplanner will play a vital role in supporting the financial planning process at New Aspect Financial Services.This position works directly with a Financial Advisor to deliver high quality client service and technical planning support. · ...

  • Only for registered members Novato

    We are seeking a dedicated Travel Occupational Therapist (OT) for a rewarding opportunity in Novato. · ...

  • Only for registered members Novato

    We are seeking a dedicated Internal Medicine Physician in Novato California to provide comprehensive primary care services. · Patient evaluations · Diagnosis and management of acute and chronic conditions · ...

  • Only for registered members Novato

    The Administrative Assistant is essential for ensuring high client satisfaction through exceptional service and efficient handling of operational and administrative tasks. · ResponsibilitiesSupport high client satisfaction rates through excellent customer service, prompt follow-u ...

  • Alpha Medical Partners. Novato

    Join a thriving radiology practice on a 1-year partnership track. Amiable and stable group seeks a strong Diagnostic Radiologist or fellowship trained Body / MSK Radiologist to join them due to growth and retirement planning. Work comprises all diagnostic modalities, including MR ...

  • Mail Carrier

    4 days ago

    Postal Jobs Assist Novato

    USPS is accepting applications for Assistant Rural Carriers nationwide. · Deliver and collect packages along designated suburban and rural routes. · Sort, label, and distribute incoming and outgoing mail accurately and efficiently. · Clerical Work: Perform administrative support ...

  • Cross Country Allied Novato

    Travel Physical Therapist provides PT services to help patients regain their health and mobility. · ...