Are you a business? Hire client relationship candidates in Massapequa, NY
This is a **Remote Retirement Plan Administrator** role RESPONSIBILITIES: • Complete annual compliance testing • Prepare and file 5500 and other forms. • Maintain existing client relationships. • Assist clients with plan document updates and amendments. • Process retirement plan distributions and loans across various investment platforms. • Data analysis, scrubbing and verification. • Reconcile plan assets and preparation of annual valuation. • Recordkeeper website reporting and navigation • Communicate IRS rules and regulations. QUALIFICATIONS: • Bachelor’s degree or an equivalent combination of education, training, experience, and certifications • Must have strong Word, Excel, Outlook and Adobe Acrobat skills. • ASC, Pension Pro and FT William software knowledge a plus • Excellent verbal and written communication skills • Ability to build and maintain strong client relationships • Strong attention to detail and superior organizational skills • Sound judgment and proper criteria for establishing priorities correctly. • Experience with defined benefit plans is helpful, but not required. •ASPPA or NIPA certifications are preferred, however not a requirement TPA Firm offers a competitive salary and benefits package. Please apply to obtain more details and introduction to this TPA owner.
ESSENTIAL DUTIES AND RESPONSIBILITIES • Foster the customer relationship in a team based selling model. • Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (e.g., delivery mis picks, short on loads...
Travel GetMed Staffing is searching for a strong Oncology RN to assist our traveler-friendly client ... We truly understand how important a healthcare travelers' relationship is with their recruiter, as ...
Builds and maintains strong client relationships. * May act as mentor and coach to less senior attorneys, paralegal/staff; explains issues, ideas and concepts that are incorporated into work ...
Client Relationship Management: · Build and maintain strong relationships with existing clients as their lead advisor. · Proactively address inquiries and concerns in a timely and professional ...
You will be responsible for maintaining and developing client relationships and contributing to the firm's long-term growth. Key Responsibilities: Tax Advisory: * Lead tax planning strategies for ...
Provide training to the on-site representatives (unique to client) * Manage attendance files ... Maintain interdepartmental relationships * Participate in daily operations including, but not ...
Develop and maintain client relationships * Answer accounting and financial questions by researching and interpreting data Requirements * Bachelor's degree with a focus in Accounting - CPA required
The Tax Manager serves to manage client relationships and act as a liaison between overseeing/mentoring internal staff and working closely with internal leaders, to ensure high-quality work is ...
Perform tax research to remain up to date on new tax regulations and provide accurate advice to clients. * Assist in managing client relationships, including resolving issues with tax authorities and ...
The Audit Manager serves to manage client engagements, maintain client relationships, and act as a liaison between overseeing/mentoring internal staff and working closely with internal leaders, to ...
Olivia Sloane Client Relationship Manager & Senior Healthcare Recruiter, K.A. Recruiting, Inc. 617-746-2743 olivia@ka-recruiting.com www.ka-recruiting.com
Our client is a dynamic, boutique wealth management firm with a mission to educate the community on ... Build and nurture long-term relationships with existing clients, understanding their unique ...
You are focused on building a client base and nurturing strong client relationships in order to meet sales goals. You embrace innovation by leveraging new selling ideas and are comfortable ...
... client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from ...
... CRM, prospect, client development, client relationships, track, trace, negotiate rates, cold calling, load coverage, book loads, freight lanes, delivery, carrier procurement, freight operations ...
Focus on exceeding client expectations * Oversight of Leaders/Supervisors, Intern Director and ... Cultivate relationships within the veterinary community * Support the recruitment of medical ...
Working environments and conditions may vary by client site. Minimum Requirements: * Be at least 18 ... or relationship/association with a protected veteran, or any other basis or characteristic ...
Able to build working relationships with peers, management, and client personnel * Experience with Restaurant 365 and/or QSR software a plus * Experience with CCH Axcess Tax and Document a plus The ...
... the client's long-term business strategy Who is Valhalla Logistics Valhalla Logistics is a ... Through their relationship with UPS® and a highly selective carrier portfolio, they provide their ...
Daily, you will cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP solutions, and spend your time in ...