1w
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOESIE required; Series 6/63 required or obtainable in 6 months. High school required (BA preferred). 5+ years financial/customer service experience. Proficient with Microsoft Office; strong client service and multitasking skills.
FINRA, Microsoft Office
3mo
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Client Services Associate
Wayne, Pennsylvania, United States
OnsiteFull Time
0+ YOEEntry level role providing operational and administrative support to client services.
Custodian system, Document management system, Data aggregation platform
1w
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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.
1w
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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.
1mo
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Client Service Associate
Media, Pennsylvania, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, relationship-building skills, adaptability, and ability to manage shifting priorities; associate's degree or professional certification preferred.
Microsoft Office
2w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
1w
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Senior Associate, Client Advisory
Newtown Square, Pennsylvania, United States
HybridFull Time
1+ YOEBachelor's degree required,1+ years financial management experience,CFP desired,strong analytical and client service skills,Microsoft Office/Excel proficiency,and willingness to travel occasionally.
Microsoft Office, Microsoft Excel
4d
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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
High school diploma/GED, strong verbal communication, time management, computer proficiency, familiarity with EMR/medical billing or DME a plus; ability to manage multiple tasks in a fast-paced office.
EMR
4w
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Registered Client Service Associate
Wilmington, Delaware, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities registration (S63/S66) or ability to obtain within 150 days; client service, analytical, and strong computer skills.
2w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma required; active Series 7 and Series 66 or Series 63 and 65 required; 2+ years industry experience preferred; advanced Microsoft Office, client service and financial product knowledge.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
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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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U.S. Private Bank - Client Service Associate
Newark, Delaware, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 63 required (or to be obtained within 90 days); proficiency with Microsoft Office; ability to work under pressure in a matrix organization; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3mo
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Private Client Associate - Middletown, DE
Middletown, Delaware, United States
OnsiteFull Time
0+ YOEHigh school diploma; prior office experience preferred; Series 7/63/65/66 preferred but not required; strong customer service and communication skills; proficient in Word, Excel, PowerPoint, Outlook; able to work in a fast-paced environment; strong attention to detail; team player; high ethical standards.
Word, Excel, PowerPoint, Outlook
3d
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Work From Home - Client Services Associate
Milford, Delaware, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work readiness.
Zoom
4w
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Associate Client Service Representative
Wilmington, Delaware, United States
HybridFull Time
3+ YOE3+ years customer service or administrative experience, strong MS Office (Word, Excel) skills, research and problem-solving abilities, attention to detail, and excellent verbal/written communication. Eligible to work without sponsorship.
Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce
1mo
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Psych Rehab Client Support Specialist
Chestertown, Maryland, United States
$17-$22/hr OnsiteFull Time
High school diploma or equivalent; associate or bachelor preferred in behavioral health or related field; experience in human services; strong communication; basic computer skills.
4h
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Client Success & Sales Operation Specialist
Easton, Maryland, United States
$50k-$60k/yr OnsiteFull Time
2+ YOEAssociate's or Bachelor's (or equivalent experience),2+ years customer service/inside sales or account support in regulated labs,proficiency with CRM,LIMS/ERP,Microsoft Office,strong written/verbal communication and attention to detail,authorization to work in US.
CRM, LIMS, ERP, Microsoft Office, Microsoft SharePoint
2mo
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Client Special Arrangements Analyst - Legal Billing/Collections
Indianapolis or Wilmington or Cleveland or Chicago or Philadelphia or Columbus
$70k-$100k/yr OnsiteFull Time
2+ YOEAssociate or Bachelor in Accounting; law firm experience preferred; strong billing knowledge; proficient in Excel and billing systems; data-driven with attention to detail.
Microsoft Excel, Billing software, eBilling systems, Office productivity tools
2mo
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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
1w
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Securities Services Operations Associate (Hybrid)
Kansas City or St. Louis or Milwaukee or Wilmington
$39k-$57k/yr HybridFull Time
2+ YOE2 years financial services experience or an Associates/Bachelors degree; strong problem solving, communication, attention to detail for processing custody and trust client requests.