2w
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Client Partner
Wilmington, Delaware, United States
$149k-$201k/yr OnsiteFull Time
16+ YOEExtensive client services and consulting experience, ability to drive revenue, build client relationships, lead cross-functional teams, and manage large accounts and proposals.
2w
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Client Care Coordinator
Lewes, Delaware, United States
OnsiteFull Time
Manage client relationships, conduct intakes and assessments, coordinate caregiver schedules, support caregivers, maintain client records, and resolve client or scheduling concerns.
1w
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Client Service Coordinator
Brandywine, Delaware, United States
$17-$22/hr OnsiteFull Time
Providing customer-facing coordination of clients and pets, maximizing clinic throughput, strong communication, scheduling and record coordination, and promoting client retention.
1mo
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Senior Client Advisor
Newtown Square, Pennsylvania, United States
HybridFull Time
7+ YOEBachelor's in business/finance required, 7+ years wealth management experience, strong analytical and client relationship skills, Microsoft Office/Excel and Salesforce proficiency; CFP/CFA preferred.
Microsoft Office, Microsoft Excel, Salesforce
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
1mo
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GCM Client Administrator II
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEMinimum 1 year relevant client-facing experience; combined minimum of 4 years education and/or work experience. Strong customer service, verbal and written communication, and industry knowledge; CCTS preferred.
4d
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Client Arrangements Specialist
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yr OnsiteFull Time
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
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.
1mo
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Client Accountant
Limassol or Wilmington
HybridPart Time
University degree in finance/accounting/economics, fluency in English, basic accounting knowledge, attention to detail, Excel proficiency, willingness to learn VAT and statutory reporting.
Microsoft Office, Microsoft Excel
1w
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Client Manager - DE Small Group
Wilmington, Delaware, United States
HybridFull Time
2+ YOEManage a book of business as strategic consultant, renew and grow accounts; requires 2 years account/client management experience and state Producer License for Life, Accident & Health within 45 days.
3w
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Specialist, Client Service Management
Philadelphia or Greenville
$52k-$85k/yr OnsiteFull Time
0+ YOEBachelor's or equivalent preferred; 0-2 years operational or client services experience preferred; strong communication, interpersonal, organizational, and problem-solving skills.
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
5d
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Senior Client Relations Manager
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yr HybridFull Time
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
Google Sheets, Google Docs
1mo
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Client Delivery Specialist - Treasury Management
Lancaster or Bridgewater or Wyomissing or Virginia Beach or Greenville or Columbia or District of Columbia or Delaware or Maryland or New Jersey or Pennsylvania or Virginia
$22-$37/hr HybridFull Time
3+ YOE3+ years cash management or commercial banking experience with client implementations, high school diploma required (bachelor's preferred), MS Office proficiency, strong communication, project management familiarity, and client-facing implementation experience.
MS Office Suite, project management tools, CRM systems, banking software
2w
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Client Solutions Architect-Healthcare Payments-Associate
Philadelphia or Wilmington
OnsiteFull Time
3+ YOE3+ years experience with product/technical solution design for clients, strong client-facing and communication skills, ability to document solutions and work in matrixed organization, willingness to travel for client meetings.
APIs
1mo
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Private Client Relationship Manager
Lewes or Dover
OnsiteFull Time
3+ YOERequires SIE, Series 6/7 and Series 63/66 licenses at hire, 3+ years banking or wealth experience, experience with affluent/HNW clients, Salesforce CRM proficiency, strong communication and regulatory knowledge.
Salesforce CRM
1mo
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Work From Home - Client Services Representative
Newark, Delaware, United States
RemoteFull Time
Conduct virtual consultations, assess client needs, build client relationships, perform administrative tasks; strong communication, motivated, dependable, trainable; mentorship and full training provided.
Zoom
2mo
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Client Services Manager - National Accounts
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yr HybridFull Time
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
2w
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Client Servicing Specialist-Funds xfr
Newark, Delaware, United States
$22-$33/hr OnsitePart Time
2+ YOE2+ years client service and financial transaction processing experience; knowledge of wire/fund transfer operations, strong communication, problem-solving, and Windows desktop skills.
IBS Insight, SQN, Money Transfer System, Esker, Windows