1w
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Client Associate/Registered Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months.
1mo
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Client Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred, bachelor's degree preferred (finance), proficient in Microsoft Office, excellent communication, detail oriented.
Microsoft Office, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1mo
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Client Strategist
Philadelphia or New York City
$150k-$250k/yr OnsiteFull Time
2+ YOE2+ years client-facing experience delivering projects, managing stakeholders, and finding expansion opportunities; technical fluency to configure product and strong communication skills.
2mo
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
2+ YOEMinimum 2 years in client-facing or business development roles; insurance industry experience preferred; property & casualty license preferred or obtainable upon hire.
CRM, AI
1mo
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Client Partner
Titusville or Horsham
$75k-$140k/yr HybridFull Time
2+ YOE2+ years client-facing account or project management experience in agency/marketing; omnichannel production and budget management experience; strong communication and cross-functional collaboration skills.
Adobe, Microsoft Office, Salesforce Marketing Cloud
2d
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 & 66 required, BA/BS degree, 2+ years client service experience preferred, strong Microsoft Office skills (Excel, PowerPoint), Concur and eMoney experience a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
3w
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Client Specialist
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; proficiency with Microsoft Office and CRM; maintain client confidentiality; obtain SIE, Series 7 and Series 66 (or Series 63 and 65) within 18 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
4w
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Client Specialist
Philadelphia, Pennsylvania, United States
$13/hr OnsitePart Time
Provide front-desk hospitality, FuelBar service, studio upkeep, and client support; available mornings, afternoons, evenings, weekends and holidays; part-time minimum 24 hours/week; must be 18+.
1w
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Client Onboarding Lead
Pennsylvania or New Jersey or Delaware
RemoteFull Time
5+ YOELead full onboarding lifecycle for institutional clients, coordinate communications, analyze client structures, gather documentation, track milestones; Bachelor's degree and 5+ years experience required.
Microsoft 365, Adobe, DocuSign, web browsers
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
1mo
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Client Service representative
Exton, Pennsylvania, United States
$17-$22/hr OnsiteFull Time
1+ YOEClient-focused coordinator responsible for managing client flow, educating clients, and handling administrative tasks in a veterinary hospital.
3mo
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Client Service Associate
Bridgeville, Pennsylvania, United States
OnsiteFull Time
0+ YOEEntry level, full-time client service role providing operational and administrative support to the Client Services department.
1d
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Client Success Executive
North Carolina or Illinois or Pennsylvania
RemoteFull Time
Advocating for clients, building C-suite relationships, strategic planning, identifying revenue opportunities, managing escalations and client satisfaction.
3w
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Associate, Client Partnership
Dallas or Montreal or Pittsburgh or Sydney or North America
RemoteFull Time
1+ YOE1-3 years client-facing experience, strong organization and communication, CRM proficiency (Salesforce), Microsoft Office/Google Workspace, contract/renewal coordination skills.
Salesforce, Microsoft Office, Google Workspace
1mo
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Client Partner - Healthcare
Philadelphia, Pennsylvania, United States
$164k-$246k/yr OnsiteFull Time
10+ YOE10+ years in consulting or professional services with enterprise account growth and delivery leadership; experience with pharma healthcare clients; strong negotiation, problem-solving, and executive relationship skills.
1mo
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Vice President, Client Service
Lake Mary or Pittsburgh
$69k-$100k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent, 7+ years related experience preferred, experience with large complex client accounts and operational/client services, excellent communication and problem-resolution skills.
2mo
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Private Client Advisor
Philadelphia or Washington or Richmond
$55k-$102k/yr HybridFull Time
2+ YOE2+ years personal lines insurance with High Net Worth clients; Property & Casualty license; strong client service; ability to travel.
Property & Casualty License
1mo
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Client Care Coordinator
Monroeville or Pittsburgh or Pennsylvania
$18-$20/hr OnsitePart Time
Provide front-desk client service: greet clients, check in/out, schedule, take payments, maintain records, handle referrals; 1 year client-service or veterinary/human health experience preferred; strong communication and computer skills.
1mo
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Virtual Client Representative
Scranton, Pennsylvania, United States
RemoteFull Time
0+ YOENo experience required; remote, full-time role with training provided. Must be self-motivated, coachable, reliable, comfortable with basic technology, and able to develop client relationships and sales skills.
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
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