The Software Support Specialist with PensionPro is responsible for understanding how PensionPro Software functions and leveraging that knowledge to service clients by responding to both technical and non-technical problems and inquiries encountered while using...
Job Summary: NewEdge Advisors (NEA) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more...
Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control. Location: The ideal candidate will be located in our Cordova, TN or Lexington, KY office and...
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to the team. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs,...
Job Summary The Sr Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...
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