2mo
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Wealth Client Service Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor’s degree and at least 1 year of financial services client service experience; or 5 years combined education/work experience with equivalent client service exposure. Strong customer service and communication skills.
Microsoft Office
1w
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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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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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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
1mo
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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
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.
1w
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Registered Wealth Management Client Associate
Dover, Delaware, United States
OnsiteFull Time
2+ YOEHolds SIE, Series 7 and Series 66 (63/65 accepted), 2 years experience, strong client service, investment product knowledge, and Microsoft/Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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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
1mo
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Private Client Associate - Lewes, DE
Lewes, Delaware, United States
OnsiteFull Time
High school diploma required; prior office experience preferred. Preferred Series 7, 63, 65 or 66 (or ability to obtain within 12 months). Strong customer service, communication, Microsoft Office skills, attention to detail, and initiative.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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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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Client Solutions Specialist
Delaware or New Jersey or Pennsylvania
HybridFull Time
3+ YOE3–5 years experience in self-funded billing/accounts receivable/claims/enrollment/reconciliation or healthcare customer service; Associate's degree in business preferred; proficiency with Microsoft Excel, Access, Word, Outlook; strong critical thinking, problem solving, and communication skills.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator
6d
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Client Solutions Specialist in
Delaware or New Jersey or Pennsylvania
HybridFull Time
3+ YOE3–5 years in self-funded billing/AR/claims/enrollment/reconciliation or healthcare customer service; associate's in business preferred; proficient in Microsoft Excel/Access/Word/Outlook; strong critical thinking and communication skills; healthcare knowledge preferred.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator
3mo
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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
4w
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Trust Associate
Wilmington, Delaware, United States
HybridFull Time
3+ YOESupport day-to-day administration of complex personal trust accounts, manage billing and transactions, assist onboarding, prepare committee materials, and maintain high client service and regulatory standards.
2w
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Kennel Associate
Newark, Delaware, United States
$16/hr OnsitePart Time
High school diploma or equivalent, dependable attendance, able to lift 40 pounds, control animal allergies with medication, able to maintain written and digital records, able to communicate with clients and staff.
1w
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Financial Advisory Services - Senior Associate
Philadelphia or Wilmington or New York City
HybridFull Time
3+ YOEDegree in accounting or finance, 3+ years accounting/finance experience, excellent Microsoft Excel skills, client service and analytical ability, willingness to work in-office average four days/week; CPA and FP&A experience preferred.
Microsoft Excel
1mo
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Retail Cosmetics Sales Associate, Concord Mall - Flex
Wilmington, Delaware, United States
$15-$22/hr OnsitePart Time
1+ YOEFlexible availability, 1+ year customer service or sales experience, strong communication, ability to lift 25 lbs, operate POS/handheld devices, and build client relationships.
point-of-sale technology, handheld equipment, cash register, clienteling tools, digital tools
1mo
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Senior Human Resources Associate - Blackwell HR
Wilmington or United States
HybridFull Time
5+ YOEBachelor's degree or equivalent, 5+ years professional experience (3+ years HR preferred). Experience with payroll processing, HR documentation, benefits administration, recruitment, Microsoft Office, HRIS; strong communication and client service skills.
Microsoft Office, HRIS
1mo
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Sr. Associate, Process Manager - Treasury Management Implementation
McLean or Richmond or New York or Wilmington
$81k-$111k/yr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ year Treasury Management operations experience (2+ preferred); 3+ years client service preferred; ability to manage end-to-end implementations, train clients, and coordinate internal partners.
1mo
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Associate AI Financial Planning Analyst
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
$70k-$132k/yr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience, familiarity with federal financial regulations, Series 65 (or ability to obtain within 90 days); strong analytical and communication skills; comfort with LLMs and chatbots is a plus.
AI Coach, LLMs, JIRA
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