Pentegra Services, Inc. jobs
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CLIENT TRANSITION MANAGER
Facilitate onboarding process with Recordkeeper partners includes:Status Calls - recurring status calls with Recordkeeper, Advisor and ClientProvide Data / Forms to Recordkeeper includes executed plan documents / plan provisions...
| Company | Pentegra Services, Inc. |
|---|---|
| Address | White Plains, NY |
| Category | Information Technology |
| Salary | $70,000 - $82,000 a year |
| Date Posted | a month ago See detail |
Client Transition Manager
Pentegra Services, Inc.
White Plains, NY
$70,000 - $82,000 a year
Facilitate onboarding process with Recordkeeper partners includes:Status Calls - recurring status calls with Recordkeeper, Advisor and ClientProvide Data / Forms to Recordkeeper includes executed plan documents / plan provisions...
a month ago seen See more...
Relationship Manager
Pentegra Services, Inc.
White Plains, NY
$85,000 - $110,000 a year
Build and maintain strong relationships with senior management in the clients organization to ensure retention of the business Provide annual plan review meeting with clients to ensure plan is operating in good standing, preventi...
a month ago seen See more...
Manager, Plan Operations
Pentegra Services, Inc.
White Plains, NY
$80,000 - $95,000 a year
Initial point of contact for all Team related matters Responsible for management of and assistance with all/select areas belowAccount management- client facing activities and servicesCompliance testing and calculations- and other...
a month ago seen See more...
Account 
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