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ACCOUNT REPRESENTATIVE I

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

CompanyGuidant Financial
AddressMartinsville, VA
CategoryRetail
Salary$43,680 a year
Date Posted 2 months ago See detail

Account Representative I

Guidant Financial

Martinsville, VA

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Retirement Plan Specialist

Guidant Financial

Manhattan, KS

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

2 months ago seen See more...

Retirement Plan Specialist

Guidant Financial

Chandler, AZ

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

2 months ago seen See more...

Account Representative I

Guidant Financial

Layton, UT

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

West Monroe, LA

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Provo, UT

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

2 months ago seen See more...

Account Representative I

Guidant Financial

New Orleans, LA

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Metairie, LA

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

2 months ago seen See more...

Retirement Plan Specialist

Guidant Financial

Post Falls, ID

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

2 months ago seen See more...

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