3w
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Terrain Client Experience Coordinator
Glen Mills, Pennsylvania, United States
$19-$20/hr OnsitePart Time
Experience in horticulture or floral design, proficiency with Microsoft Office, ability to work flexible hours, and customer-facing communication skills.
Microsoft Office
3w
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Terrain Client Experience Coordinator
Glen Mills, Pennsylvania, United States
$19-$20/hr OnsitePart Time
Experience in horticulture and floral design, Microsoft Office proficiency, ability to work flexible hours for retail and off-site design projects.
Microsoft Office
3w
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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.
1mo
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Executive Director, Chase Auto Customer and Client Experience Strategy
Plano or Wilmington
OnsiteFull Time
10+ YOE10+ Mgmt10+ years leadership in consumer or commercial businesses, demonstrated CX strategy and implementation, team leadership, strong analytical and communication skills, experience leveraging AI and building business cases, BS/BA required.
AI
3w
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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
2w
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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
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.
1w
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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
1d
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Client Relationship Manager
Sewell or Naples
$60k/yr OnsiteFull Time
3+ YOEHigh school diploma/GED, 3+ years client relationship/account/operations experience, CRM and reporting tool proficiency, strong communication and financial/ KPI understanding.
CRM, Microsoft Office, Microsoft Power BI
2w
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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.
1mo
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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.
4d
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Associate, Client Service - Delaware
Wilmington, Delaware, United States
$85k-$118k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience; 5+ years in financial services or client servicing preferred; strong analytical, communication and organizational skills; proficiency in Microsoft Office.
Microsoft Office
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
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
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
2w
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Client Account Services Administrator
Philadelphia or Baltimore or Washington or New York or Minneapolis or Wilmington or Cherry Hill or Atlanta
$62k-$65k/yr RemoteFull Time
Experience in accounts receivable, billing, collections, or client accounting support; strong attention to detail, written and verbal communication, and ability to manage multiple priorities; proficiency with Microsoft Office and preferably Elite 3E or ServiceNow.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Elite 3E, ServiceNow
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