2w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree (or equivalent experience),1+ year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with office software.
2w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
3w
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Registered Wealth Management Client Associate
Dover, Delaware, United States
OnsiteFull Time
FINRA SIE, Series 7 and 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication and detail orientation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Financial Advisory Services - Senior Associate
Philadelphia or Wilmington or New York City
HybridFull Time
3+ YOEDegree in accounting or finance, 3+ years accounting/finance experience, excellent Microsoft Excel skills, client service and analytical ability, willingness to work in-office average four days/week; CPA and FP&A experience preferred.
Microsoft Excel
3w
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Client Solutions Specialist
Delaware or New Jersey or Pennsylvania
HybridFull Time
3+ YOE3–5 years experience in self-funded billing/accounts receivable/claims/enrollment/reconciliation or healthcare customer service; Associate's degree in business preferred; proficiency with Microsoft Excel, Access, Word, Outlook; strong critical thinking, problem solving, and communication skills.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator
1mo
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Client Solutions Specialist in
Delaware or New Jersey or Pennsylvania
HybridFull Time
3+ YOE3+ years experience in self-funded billing/accounts receivable/claims/enrollment/reconciliation or healthcare customer service; Associate's degree preferred; critical thinking, problem solving, strong written/verbal communication, and Microsoft Office proficiency required; must have compatible Android/iOS device.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator, Android, iOS
1mo
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Client Solutions Specialist
Delaware or New Jersey or Pennsylvania
HybridFull Time
3+ YOE3–5 years experience in self-funded billing/claims/enrollment/accounts receivable or healthcare customer service; Associate's degree preferred; proficient in Microsoft Excel, Access, Word, Outlook; strong critical thinking and communication; compatible mobile device for Microsoft Authenticator.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator
4d
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Client Solutions Specialist in
Delaware or New Jersey or Pennsylvania
HybridFull Time
3+ YOEAssociate's degree preferred or equivalent experience; 3+ years experience in self-funded billing/accounts/claims/enrollment/reconciliation or healthcare customer service; strong critical thinking, communication, and technical skills.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator
1mo
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Client Solutions Specialist in
Delaware or New Jersey or Pennsylvania
HybridFull Time
3+ YOEAssociate's degree preferred; minimum 3 years experience in self-funded billing/accounts receivable/claims/enrollment/reconciliation or healthcare customer service; proficient in Microsoft Excel, Access, Word, and Outlook; strong critical thinking and communication; must have Android or iOS device compatible with Microsoft Authenticator.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator, Android, iOS
4w
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Trust Associate
Wilmington, Delaware, United States
HybridFull Time
3+ YOESupport day-to-day administration of complex personal trust accounts, manage billing and transactions, assist onboarding, prepare committee materials, and maintain high client service and regulatory standards.
3w
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Client Solutions Specialist in
Delaware or New Jersey or Pennsylvania
HybridFull Time
3+ YOE3–5 years experience in self-funded billing/accounts receivable/claims/enrollment/reconciliation or healthcare customer service; Associate's degree preferred; proficient in Microsoft Excel, Access, Word, Outlook; strong critical thinking, communication, and problem-solving; must have Android or iOS device compatible with Microsoft Authenticator.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator
3mo
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Relationship Associate
Wilmington, Delaware, United States
$75k-$85k/yr HybridFull Time
4+ YOE4+ years’ trust experience; experience in trust administration; proficient with SEI / Global Plus; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SEI Global Plus