6d
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Senior Specialist, Client Operations
Berwyn, Pennsylvania, United States
$59k-$107k/yr OnsiteFull Time
5+ YOEBachelor's or equivalent, 5+ years experience preferred in operations or client services, deep product knowledge, strong problem-solving; no direct reports.
4w
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Client Operations Lead
Philadelphia, Pennsylvania, United States
$16/hr OnsitePart Time
Provide studio leadership in absence of senior managers, deliver high-level hospitality, support sales and operations, maintain cleanliness, handle client database and payments, and be available for varied shifts including weekends and holidays.
1w
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Client Operations Support Analyst I
Newark or Philadelphia
$42k-$69k/yr OnsiteFull Time
1+ YOEExecute and monitor daily cash distribution workflows, process high-volume transactions, manage cash orders, maintain records, and communicate with customers and vendors.
Microsoft Outlook, Microsoft Excel
1w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
2mo
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Client Executive
Philadelphia, Pennsylvania, United States
$60k-$70k/yr RemoteFull Time
3+ YOE2-4 years in account management or client-facing roles; bachelor's degree; Lean Six Sigma Green Belt; healthcare or tech experience preferred; CRM experience; MS Office proficiency; remote work; travel up to 10%; US residency required.
CRM, Microsoft Excel, Microsoft Word
5d
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Fraud Client Services Manager
Charlotte or Scottsdale or Malvern
HybridFull Time
5+ YOEMinimum five years related experience, leadership to coach teams, strong analytical and decision-making skills, operations experience preferred, effective communication and stakeholder management, balance risk mitigation with client experience.
5d
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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
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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Client Specialist
Blue Bell, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years of industry or administrative experience; active securities licenses (SIE, Series 7, Series 66 or Series 63/65) or willingness to obtain within 18 months; proficient in Microsoft Office; strong communication and organization; bachelor’s degree preferred.
Microsoft Office, CRM, Private Wealth management platforms
3mo
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Client Services Analyst
Philadelphia, Pennsylvania, United States
$60k-$70k/yr HybridFull Time
3+ YOEHigh school diploma required; college degree preferred; 3-5 years in client services, collections, AR or related; prior law firm experience preferred; strong communication and MS Office skills.
Microsoft Word, Microsoft Outlook
5d
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Client Service Specialist II
Fort Washington, Pennsylvania, United States
$55k-$65k/yr OnsiteFull Time
3+ YOE3+ years property & casualty insurance, risk management or brokerage experience; bachelor’s degree preferred; strong client servicing, billing, and documentation skills.
1d
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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
2w
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Client Pod Senior Lead, Managing Director
Boston or Berwyn or Quincy
$170k-$253k/yr OnsiteFull Time
15+ YOE15+ years in investment management operations, strong client-facing leadership, AOIA product and operating model knowledge, bachelor's degree or equivalent, experience leading global teams, risk and technology acumen.
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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Seasonal Operations Associate
King Of Prussia, Pennsylvania, United States
OnsiteMultiple Commitments Available
Retail operations experience with inventory, stock management, client service, and systems; highly organized, detail-oriented, proactive, and problem-solving; luxury retail experience preferred.
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
2mo
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Senior Client Success Manager
Wilmington, Delaware, United States
OnsiteFull Time
5+ YOE5-7 years in client success or account management; 3 years healthcare payer experience; Bachelor's in Business or Healthcare Administration; strong communication and negotiation skills.
Microsoft Office, CRM
2mo
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Lead Client Service Manager
Philadelphia, Pennsylvania, United States
OnsiteFull Time
4+ YOE4+ years of commercial insurance, account management or client service; Property & Casualty broker's license or eligible within 60 days; strong relationship management and communication skills.
1mo
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Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Bachelor's degree required. Strong analytical, client service, and communication skills. Microsoft Office (Excel) proficiency. Prior client operations/administration experience is a plus but recent graduates may apply.
Microsoft Office, Microsoft Excel
4w
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Associate Client Advocate - Real Estate
Las Vegas or Philadelphia or San Francisco or Los Angeles County or Washington
OnsiteFull Time
10+ YOE10+ years insurance client-facing experience, strong P&C knowledge, P&C insurance license required, experience with multi-line programs, RMIS and vendor portal experience, and Excel proficiency.
RMIS, Origami, OneTrust, Microsoft Excel