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As an Implementation Specialist, you'll onboard clients, manage relationships, coordinate data collection, and ensure an excellent client experience during the implementation phase of retirement plans.

The Sales Consultant is responsible for identifying investment professionals, promoting services, maintaining client relationships, and participating in presentations and sales training.

This role involves promoting services to financial advisors, conducting presentations, maintaining relationships, and analyzing market trends. Travel for training is required.

Manage client relationships for 401(k) plans, ensuring client retention and satisfaction while collaborating with internal teams. Requires extensive experience in 401(k) plan administration.

Manage client relationships for tax-exempt 401(k) plans, ensuring compliance and service excellence, while collaborating with various teams.

The Sales Consultant will identify investment professionals, maintain contacts, present solutions to plan sponsors, and build relationships while analyzing market trends.

Manage client relationships for MEPs, ensuring client retention, and coordinating with various departments for optimal service. Requires extensive 401(k) administration experience.

The Sales Consultant identifies investment professionals, maintains relationships with producers, and promotes consultancy services in the retirement plan market.

The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.

The Accounting Manager oversees financial reporting for three companies, manages a small team, and ensures compliance with accounting procedures and GAAP principles.