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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
High school diploma/GED, strong verbal communication, time management, computer proficiency, familiarity with EMR/medical billing or DME a plus; ability to manage multiple tasks in a fast-paced office.
EMR
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
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.
1mo
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Client Service Associate
Media, Pennsylvania, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, relationship-building skills, adaptability, and ability to manage shifting priorities; associate's degree or professional certification preferred.
Microsoft Office
5d
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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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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 required. 2+ years industry experience preferred. Strong MS Office and client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
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Senior Associate, Client Advisory
Newtown Square, Pennsylvania, United States
HybridFull Time
1+ YOEBachelor's degree required,1+ years financial management experience,CFP desired,strong analytical and client service skills,Microsoft Office/Excel proficiency,and willingness to travel occasionally.
Microsoft Office, Microsoft Excel
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
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
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
2mo
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Psych Rehab Client Support Specialist
Chestertown, Maryland, United States
$17-$22/hr OnsiteFull Time
High school diploma or equivalent; associate or bachelor preferred in behavioral health or related field; experience in human services; strong communication; basic computer skills.
1w
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Financial Advisory Services - Senior Associate
Philadelphia or New York or Wilmington
OnsiteFull Time
3+ YOEDegree in Accounting or Finance, 3+ years accounting/finance experience, strong Excel and analytical skills, client service experience, ability to work onsite four days weekly and lead/mentor teams.
Microsoft Excel
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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ASST DIRECTOR, DINING SERVICES - K12 FOOD SERVICE - CHESTER, PA
Chester, Pennsylvania, United States
$50k-$55k/yr OnsiteFull Time
1+ YOE1–3 years food service management experience; leadership, client relationship and financial acumen; proficiency with MS Office (Word, Excel, PowerPoint, Outlook); Associate's degree preferred.
MS Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
5d
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Client Success & Sales Operation Specialist
Easton, Maryland, United States
$50k-$60k/yr OnsiteFull Time
2+ YOEAssociate's or Bachelor's (or equivalent experience),2+ years customer service/inside sales or account support in regulated labs,proficiency with CRM,LIMS/ERP,Microsoft Office,strong written/verbal communication and attention to detail,authorization to work in US.
CRM, LIMS, ERP, Microsoft Office, Microsoft SharePoint
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
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