NewLitigation Associate (2-5 Yrs Exp) JobotLitigation Associate (2-5 Yrs Exp)Concord, NH$130,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Internally, we operate with a collegial mindset, open communication, and respect for different perspectives, believing that strong relationships and sound judgment lead to better outcomes for both clients and colleagues.
NewLitigation Associate (3-7 Yrs Exp) JobotLitigation Associate (3-7 Yrs Exp)Manchester, NH$155,000–$235,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our lawyers value clarity, responsiveness, and sound judgment, and we aim to build lasting client relationships through consistent, high‑quality work.
NewAssociate Attorney JobotAssociate AttorneyWestford, MA$125,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Professional Growth: Opportunities to expand into related practice areas such as conveyancing, community association law, title matters, or real estate litigation depending on interest and skill set.
Personal Lines Client Success Manager Vaco LLCPersonal Lines Client Success ManagerNorth Andover, MA$60,000–$70,000li>Canadian residents may access our policies in English here and in French here. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewFinancial Associate - Training Provided Rise North CapitalFinancial Associate - Training ProvidedNashua, NHRemotep>We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.
NewPatient Access Associate Specialist - Part-time Ensemble Health PartnersPatient Access Associate Specialist - Part-timeNashua, NH$18–$19.15 / hourul>Patient Access Associate Specialist are responsible for assigning accurate MRNs, completing medical necessity / compliance checks, providing proper patient instructions, collecting insurance information, receiving, and processing physician orders, and utilizing an overlay tool while providing excellent customer service as measured by Press Ganey. Responsible for accurately screening medical necessity using the Advanced Beneficiary Notice (ABN) software to inform Medicare patients of possible non-payment of test by Medicare and distribution of the ABN as appropriate.
NewPatient Access Associate Specialist - PRN Ensemble Health PartnersPatient Access Associate Specialist - PRNNashua, NH$18–$19.15 / hourul>Patient Access Associate Specialist are responsible for assigning accurate MRNs, completing medical necessity / compliance checks, providing proper patient instructions, collecting insurance information, receiving, and processing physician orders, and utilizing an overlay tool while providing excellent customer service as measured by Press Ganey. Responsible for accurately screening medical necessity using the Advanced Beneficiary Notice (ABN) software to inform Medicare patients of possible non-payment of test by Medicare and distribution of the ABN as appropriate.
NewInsurance Sales Associate AllstateInsurance Sales AssociateManchester, NH$54,840–$82,260 / yearAs an Insurance Sales Associate with Allstate, you’ll be the face of our brand both in the Corporate Store location and in your community — welcoming customers, building relationships, and helping families protect what matters most. Offer a wide range of industry-leading products including but not limited to: Auto, Homeowners, Renters, Condo, Personal Umbrella, Landlords, Motorcycle, Boat, ATV, Life, and Roadside Assistance..
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateMA$15–$40.87 / hourOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
NewClient Service Associate Morgan StanleyClient Service AssociateMiddleton, MA$15–$40.87 / hourOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORTAnswering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) .
Client Service Associate Fiserv IncClient Service AssociateNH$120,000–$198,000 / yearFor incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.
Client Service Associate UBS Group AGClient Service AssociateConcord, NHWe also provide diversified asset management solutions and focused investment banking capabilities. UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateManchester, New HampshireAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateSalem, New HampshireElite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.
NewClient Service Associate - Senior Baker Tilly Advisory Group, LPClient Service Associate - SeniorTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Tax Senior Associate | Private Client Services CBIZ IncTax Senior Associate | Private Client ServicesMerrimack, NHWith unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Sales Support Associate III TapestrySales Support Associate IIIMerrimack, New HampshireCourage: Doesn’t hold back anything that needs to be said; provides current, direct, complete, and “actionable” positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Building Effective Teams: Blends people into teams when needed; creates strong morale and spirit in their team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateBurlington, MA$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Client Service Representative VCA IncClient Service RepresentativeSterling, MA$17–$20 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The skills that you will be utilizing include, but are not limited to: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Experienced Client Service Representative VCA IncExperienced Client Service RepresentativeLancaster, MA$17–$23 / hourThe Client Service Representative is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
Client Service Supervisor VCA IncClient Service SupervisorConcord, NHUnder direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
Client Service Representative/Coordinator VCA IncClient Service Representative/CoordinatorConcord, NHAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateManchester, NHOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Client Service Excellence Representative (FINRA Licensed) Vanguard GroupClient Service Excellence Representative (FINRA Licensed)Concord, NHRemote$70,500–$81,500 / yearTotal potential compensation range for your first full year in this role is $70,500 - $81,500 ($62,000 - $72,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses). If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate!
Client Service Excellence Representative - RS Vanguard GroupClient Service Excellence Representative - RSConcord, NHRemoteTotal potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate!
Client Service Coordinator Banfield Pet HospitalClient Service CoordinatorMerrimack, NH$16.93–$21.63 / hour2 of 3 Last Revised: 08/20/2013 JP Communication Skills Client Service Skills Priority Setting Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
client service coordinator Banfield Pet Hospitalclient service coordinatorSalem, NH$16.93–$21.63 / hourSUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
Client Service Coordinator - 005232 Banfield Pet HospitalClient Service Coordinator - 005232Stoneham, MA$16.93–$21.63 / hourClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Administrative Assistant/Client Service Representative Flaherty & Company LLCAdministrative Assistant/Client Service RepresentativeNORTH ANDOVER, MAYour responsibilities will include organizing electronic workpapers and incoming information, answering emails and phone calls, scheduling appointments, and organizing and performing a variety of administrative functions. We are looking for a motivated, outgoing, and very organized Administrative Assistant to join our growing firm with the goal of providing excellent customer service to our clients.
Client Service Specialist NBT Bancorp IncClient Service SpecialistConcord, NH$21.01–$29.41 / hourp>At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.
Client Service Coordinator - 001869 Banfield Pet HospitalClient Service Coordinator - 001869Manchester, NH$16.93–$21.63 / hourHIRING QUALIFICATIONS / COMPETENCIESLeadership €¢ Customer Focus €¢ Peer Relationships €¢ Integrity & Trust €¢ Action Oriented €¢ Listening Functional €¢ Preventative care and OWPs €¢ Communication Skills €¢ Client Service Skills €¢ Priority Setting €¢ Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Client Service Coordinaor Banfield Pet HospitalClient Service CoordinaorManchester, NH$16.93–$21.63 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. • Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services • Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
Client Service Coordinator - 001961 Banfield Pet HospitalClient Service Coordinator - 001961Woburn, MA$16.93–$21.63 / hourHIRING QUALIFICATIONS / COMPETENCIESLeadership €¢ Customer Focus €¢ Peer Relationships €¢ Integrity & Trust €¢ Action Oriented €¢ Listening Functional €¢ Preventative care and OWPs €¢ Communication Skills €¢ Client Service Skills €¢ Priority Setting €¢ Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Registered Service Associate Morgan StanleyRegistered Service AssociateMiddleton, MassachusettsOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features.
Retail Sales Associate / Customer Service Elements MassageRetail Sales Associate / Customer ServiceMiddleton (Middleton), Massachusetts$16.50–$18 / hourul style="margin-top:0;margin-bottom:0">Prior retail sales experience preferred; selling memberships or services in‐person to potential clients. The right candidate must like talking, but more important, love listening to all new clients, established clients, and prospective clients.
Sales Associate / Customer Service Representative Drybar ShopsSales Associate / Customer Service RepresentativeBedford, New Hampshire$14–$24 / hourp style="margin:0px">This isn’t your typical desk job — it’s fast-paced, people-focused, and perfect for someone who loves connecting with others, multitasking, and being part of a fun, polished, and high-energy environment. At Drybar, our receptionists are called "Bartenders" — because they don’t just manage the front desk, they tend to the entire client experience within our bar-like atmosphere.
Associate Service Manager Morgan StanleyAssociate Service ManagerManchester, NH$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Ongoing training of the Service Associates (SA) by responding to daily inquiries regarding systems, procedures and policies, performing on the spot coaching sessions when issues arise and/or items come up for review that were incorrectly processed, and holding one on one sessions as needed.
Mail Service Associate $25/hr Veterans Sourcing GroupMail Service Associate $25/hrWestford, MAAnswer common inquiries or complaints from clients, co-workers, and/or supervisors and effectively present information to an internal group. As a *** Mail Services Associate, you will be responsible for all aspects of the mailroom operations for a building or campus.
Office & Soft Services - Mail Svcs Associate Veterans Sourcing GroupOffice & Soft Services - Mail Svcs AssociateWestford, MAAnswer common inquiries or complaints from clients, co-workers, and/or supervisors and effectively present information to an internal group. Summary: As a *** Mail Services Associate, you will be responsible for all aspects of the mailroom operations for a building or campus.
Mail Services Associate onsite in Cambridge, MA CBRE Group IncMail Services Associate onsite in Cambridge, MAMelrose, MA$22–$24 / hourArlington - Massachusetts - United States of America, Belmont - Massachusetts - United States of America, Cambridge - Massachusetts - United States of America, Everett - Massachusetts - United States of America, Lexington - Massachusetts - United States of America, Melrose - Massachusetts - United States of America, Somerville - Massachusetts - United States of America, Waltham - Massachusetts - United States of America. CBRE Global Workplace Solutions (GWS) works with clients to make real estate a significant contributor to organizational productivity and performance.
Lead Service Associate M-F 4:00pm-12:30am UPSLead Service Associate M-F 4:00pm-12:30amLONDONDERRY, NHResponsible for daily facility activities related to government compliance, inbound receipts, kitting, processing orders, procuring suppliers, managing inventory, staffing, facility inspections, employee engagement, development, safety, security, profitability, etc. Manages the delivery or deployment of contracted services to customers to ensure that SLAs (service level agreements) and KPI (key performance indicators) as defined in the relevant contracts are met or exceeded.
Associate Director for Clinical Services UMass LowellAssociate Director for Clinical ServicesLowell, MassachusettsBy spearheading the exciting Lowell Innovation and Network Corridor (LINC) with the City of Lowell and the UMass Building Authority, UMass Lowell is collaborating with industry, government, and non-profits to create a “thriving innovation ecosystem that will transform the city’s economic future.”. General Summary of Position: University of Massachusetts, Lowell is seeking an extraordinary clinician and experienced leader to serve in the new position of Associate Director for Clinical Services at Counseling Services, part of the UMass Lowell Wellness Center.
Sr Data Associate - Data Services- New Graduate State Street CorpSr Data Associate - Data Services- New GraduateBurlington, MA$41,600–$57,200 / yearp>For a full overview, visit https://hrportal.ehr.com/statestreet/Home. The Associate will provide high level customer services and support by creating and triaging cases for appropriate team members and filtering or escalating inquires as necessary.
Xfinity Retail Service Associate - Part Time Comcast CorpXfinity Retail Service Associate - Part TimeLowell, MAGreets customers during busiest moments, ensures they are connected to a sales consultant in a timely manner and is well prepared to demonstrate company technology to new customers to ensure they know the basics and encourage them to return. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life.
Spa Sales and Customer Service Associate Hand & StoneSpa Sales and Customer Service AssociateStoneham, MassachusettsHand & Stone Massage and Facial Spa Stoneham, MA is seeking a motivated, energetic Spa Sales Associate to help create an outstanding experience for every guest who walks through our doors. This role is perfect for someone who enjoys building relationships, helping people prioritize wellness, and earning additional income through membership sales and guest engagement.
Delivery Station Customer Service Associate, DSL Amazon.com IncDelivery Station Customer Service Associate, DSLHooksett, NHAs a Delivery Station Customer Service Associate, you will help improve the customer experience by providing in station real-time, hands-on support to ensure our customers receive their packages on time, as promised. To achieve this goal, we strive to exceed expectations by innovating and providing best-in-class customer support as we expand our logistics products and services including improving how we fulfill and deliver customer orders.
Client Manager GallagherClient ManagerConcord, New HampshireIf you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview: As the Client Manager you will ensure delivery of exceptional service to Gallagher’s clients by actively managing client accounts. How you'll make an impact: You will manage increasingly complex accounts with a strong focus on self-funded business while collaborating with senior teammates.
Client Manager Earned Wealth Advisors, LLC.Client ManagerWoburn, MAConduct client meetings based on the meeting schedule included in client's Practice Service Package (in client's office/company office, remotely and by phone) to organize and review their accounting and tax documents and to provide meaningful tax and business guidance and planning. Help build our healthcare practice business by assisting in marketing and promotional efforts; Represent Earned/Schwartz & Schwartz at various networking and marketing events as needed.
Personal Lines Senior Client Manager World Insurance Associates, LLC.Personal Lines Senior Client ManagerWindham, NHFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
Personal Lines Client Manager World Insurance Associates, LLC.Personal Lines Client ManagerWakefield, MAFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Essential Skills/Competencies Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.