Top 1429 Client advisor Jobs in Willow Grove, Pa

Retirement Client Service Manager
Navia Benefit Solutions Inc —Lansdale, PA
- $80,000 - $100,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Client Services Director
Nucleus Global —Yardley, PA
- $145,000 - $185,000 a year
- Remote
- Mentoring
- Senior level
- Leadership
- Health insurance
- Paid time off
Client Success Representative (Remote)
Demand.com —Philadelphia, PA
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Customer Success Advisor
Aon Corporation —Fort Washington, PA
- $40,000 - $50,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Fair chance
- Experience equivalent to degree accepted
- Commuter assistance
- Health savings account
GUCCI | Client Advisor - King of Prussia
Gucci —King of Prussia, PA
- Weekends as needed
- Mid-level
- POS
- Communication skills
Tax Manager
SD Associates PC —Elkins Park, PA
- $120,000 - $160,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Southeastern PA
Thrivent —Philadelphia, PA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Certified General Appraiser
Commonwealth Commercial Appraisal Group —Philadelphia, PA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Writing skills
- 401(k)
- Paid time off
Quick Apply
Applied Behavior Analysis (ABA) Specialist/Behavior Analyst
Delaware County Intermediate Unit —Morton, PA
- $86,673 - $104,007 a year
- Full-time
- Classroom
- Management
- Experience working with individuals with disabilities
- Health insurance
- Dental insurance
Financial Advisor/Wealth Manager - Philadelphia
Florida Financial Advisors —Philadelphia, PA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Agentic AI Delivery Leader
Ascensus —Philadelphia, PA
- Online Application
- Analysis skills
- Bachelor's degree
- Continuous improvement
Client Advisor
CH Carolina Herrera —King of Prussia, PA
- From $21 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
11d
Program Manager Data & Analytics Healthcare
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- Computer science
- Computer Science
- 5 years
Quick Apply
Sales Representative / Client Advisor
AMPM Insurance —Media, PA
- $65,000 - $85,000 a year
- Full-time
- Sales
- Customer service
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Full-Time Member Experience Advisor (Limerick)
American Heritage Credit Union —Royersford, PA
- $19 - $21 an hour
- Urgently hiring
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Paid time off
Quick Apply
Customer Relationship Manager/Associate Agency Representative (Wayne, PA)
Apogee Insurance Group —Wayne, PA
- Office
- Bachelor's degree
- 1 year
- Food provided
Quick Apply
Client Advisor (Lead Generation, Customer Service, Customer Support)
Anthony & Sylvan Pools —Warminster, PA
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Financial Advisor with Training and Licensing Support
Northwestern Mutual —Jamison, PA
- $80,000 - $150,000 a year
- Online Application
- Hybrid work
- Driver's License
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Audit Manager II (US) Internal Audit Learning and Development
TD Bank —Mount Laurel, NJ
- $94,980 - $153,790 a year
- Full-time
- 7 years
- CPA
- Writing skills
- Health insurance
- Paid time off
Senior IT Project Manager Real Estate / Construction
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- 5 years
- Presentation skills
- Bachelor's degree
Quick Apply

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Retirement Client Service Manager

Navia Benefit Solutions Inc -
Lansdale, PA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Paid time off
Work from home
Life insurance
Retirement plan

Qualifications

Microsoft Word
Stakeholder engagement
Microsoft Excel
Customer relationship building
Email customer support
Microsoft Outlook
Phone communication
Salesforce Cloud
Industry knowledge of financial regulations
Sales management systems proficiency
Data analytics
Data-driven problem-solving
CRM system proficiency
Root cause analysis
Stakeholder relationship building
Client interaction via phone calls

Full Job Description

Description:

About Navia Benefit Solutions:

We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.

About the Role:

The Client Service Manager is critical in providing consultative support, strategic guidance, and relationship management for retirement plan clients. This position ensures best practices in plan design, compliance, and stakeholder engagement, while supporting sales initiatives and driving client satisfaction. Responsibilities include being the client’s trusted partner and go-to resource for all items related to the retirement plans; building and maintaining deep relationships with clients and their advisors by bringing insights, proactive management, communication, education, and problem-solving skills to the client’s retirement plan experience. This includes consulting with the client to design and maintain a plan that best meets the client’s business objectives while avoiding regulatory pitfalls; ensuring plans stay compliant with current regulations, and that clients understand the implications of current and future regulatory requirements; avoiding plan and participant compliance issues and resolving them as they arise. The Client Service Manager works with the client, the client’s payroll provider, and Navia’s internal operations and data management teams to ensure that the plan runs as smoothly and efficiently as possible. The Client Service Manager also champions the participant experience, providing education and bringing ideas to the participant service and Marketing and Communications team, operations, and upper management to improve the experience.

To be this trusted partner, the Client Service Manager must stay current on industry regulations and maintain professional certifications. This role is responsible for ensuring our clients understand all the services Navia provides and the benefit of consolidation to the client and their employees.

What You’ll Do:

Client Management & Consulting

Advise clients on plan design best practices and compliance strategies.
Lead the process of designing the client plan to optimize the balance of client objectives, participant needs, and regulatory risks.
Provide scenario modeling and plan analysis to clients on potential plan design changes, funding options, and other analytical requests.
Provide consulting on plan failures, ensuring corrective actions align with regulatory requirements.
Maintain strong relationships with clients, advisors, and third-party vendors to ensure seamless plan administration.
Serve as the primary contact for escalated or plan-level issues, ensuring timely resolution.
Conduct regular client/advisor meetings to review plan performance and recommend improvements.
Lead discussions on regulatory updates, ensuring clients remain compliant and informed.
Own client contracting, billing, benchmarking, and fee adjustments as needed.
Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth transitions.
To enhance expertise, obtain and maintain ASPPA certifications (minimally RPS; QKA preferred) or NIPA certifications.

Sales & Business Development Support

Support sales initiatives, including RFPs, demos, and finalist presentations.
Identify opportunities to cross-sell additional services to enhance client offerings.
Manage scope and charges for out-of-scope work, ensuring transparency and profitability.
Participant & Education Support
Conduct education sessions to drive enrollment and re-enrollment.
Assist the call center when participant education is requested.
Lead resolution efforts for complex participant issues (e.g., fraud, divorce, death, general education needs).
Operational Excellence & Compliance
Act as a liaison between clients and data management teams to ensure clean, accurate data.
Develop Standard Operating Procedures (SOPs) for repeatable tasks to improve efficiency.
Stay current on regulatory changes, positioning yourself as an industry expert.
Review, analyze, and troubleshoot data issues, working with operations and data management.

Work Environment:

Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.

Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WA

Why Join Navia?

Impact: Play a pivotal role in supporting employers and employees nationwide.
Growth: Advance your skills with a team committed to excellence and innovation.
Culture: Join a company that values collaboration, innovation, and customer-first solutions.

Perks and Benefits:

Competitive Salary Range: $80,000-$100,000 Annually
Generous health benefits
Company sponsored wellness benefits
Complimentary Life Insurance and Long-Term Disability Insurance
Paid time off
6 Paid Holidays & 2 Paid Floating Holidays
Work from home and hybrid schedules available!

Ready to Join Us?

Take the first step toward your new career in creating better lives —apply now!

For any questions or to check on your application, reach out to [email protected].

Requirements:

5+ years of experience in retirement plan administration, client management, and/or consulting.
Strong knowledge of ERISA, IRS, and DOL regulations related to retirement plans.
Experience managing stakeholder relationships (clients, advisors, vendors).
Strong data analysis skills: Ability to analyze plan data, benchmark fees, and recommend improvements.
Ability to work with Data Management to analyze data file issues and articulate them to the client’s IT team to address root causes.
Excellent communication and presentation skills.
NIPA APA, ASPPA RPS (minimum) and/or QKA/QKC certification (preferred) (or willingness to obtain them within two years of obtaining the CSM position).
Strong written and verbal communication skills.
High attention to detail with large volumes of data.
Ability to manage and prioritize a high volume of tasks with strict follow-up and completion deadlines.
Must be able to create relationships through proactive phone/email correspondence.
Intermediate/Advanced knowledge of Microsoft Word, Outlook, Excel, Salesforce CRM
Some travel is required.

Quick Apply

Refine Your Search

client advisor jobs in willow grove, pa

Retirement Client Service Manager

Client Services Director

Client Success Representative (Remote)

Customer Success Advisor

GUCCI | Client Advisor - King of Prussia

Tax Manager

Financial Advisor - Southeastern PA

Certified General Appraiser

Applied Behavior Analysis (ABA) Specialist/Behavior Analyst

Financial Advisor/Wealth Manager - Philadelphia

Agentic AI Delivery Leader

Client Advisor

Program Manager Data & Analytics Healthcare

Sales Representative / Client Advisor

Full-Time Member Experience Advisor (Limerick)

Customer Relationship Manager/Associate Agency Representative (Wayne, PA)

Client Advisor (Lead Generation, Customer Service, Customer Support)

Financial Advisor with Training and Licensing Support

Audit Manager II (US) Internal Audit Learning and Development

Senior IT Project Manager Real Estate / Construction

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