37 client services associate jobs at 20 companies in Delaware
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Work From Home - Client Services Associate
Milford, Delaware, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work readiness.
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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
2+ YOE2 years financial services experience or an Associates/Bachelors degree; strong problem solving, communication, attention to detail for processing custody and trust client requests.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
0+ YOEHigh school diploma; prior office experience preferred; Series 7/63/65/66 preferred but not required; strong customer service and communication skills; proficient in Word, Excel, PowerPoint, Outlook; able to work in a fast-paced environment; strong attention to detail; team player; high ethical standards.
CSC: Provides global business administration and compliance solutions.
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
Independence Blue Cross: Provides health insurance plans and managed care services.
3+ YOE3+ years experience in self‑funded billing/accounts receivable/claims/enrollment/reconciliation or healthcare customer service; associate’s degree preferred; proficiency in Microsoft Excel, Access, Word, Outlook; strong critical thinking and communication.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator
Independence Health Group: Provides health insurance and healthcare administration services.
3+ YOE3+ years experience in self-funded billing/accounts receivable/claims/enrollment/reconciliation or healthcare customer service; Associate's degree preferred; critical thinking, problem solving, strong written/verbal communication, and Microsoft Office proficiency required; must have compatible Android/iOS device.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Microsoft Authenticator, Android, iOS
Siegfried Advisory: Leadership, financial, and tax advisory for entrepreneurs and families.
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.
Fort Washington or Pennsylvania or New Jersey or New Hampshire or Delaware or Colorado or South Dakota or Texas or Wyoming or Alaska or Florida or United States
$55k-$65k/yrRemoteFull Time
SofterWare: Develops software solutions for nonprofit fundraising and donor management.
1+ YOEExecute end-to-end data transfer projects using SQL Server and ETL processes; manage multiple client implementations; 1+ years SQL/data transformation experience; associate's or bachelor’s in IT/CS/data management or equivalent experience.
SQL Server, SQL, Microsoft Office, Google Workspace, Salesforce CRM, Slack, DonorPerfect
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
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
JTC GroupLondon Stock Exchange: JTC: Global professional services for funds, corporates, and private clients.
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.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
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.
Macy'sNYSE: M: Operates department stores selling apparel, home goods, and luxury items.
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
Associate, Global Alternatives Transaction - Delaware
Wilmington, Delaware, United States
$85k-$118k/yrHybridFull Time
BlackRockNYSE: BLK: Provides investment management and financial technology services globally.
3+ YOEPrefer 3+ years in fund operations, portfolio management, consulting, or related roles with private funds experience; bachelor’s preferred; strong communication, client service, and data/technology-driven process improvement skills.
Children's Advocacy Center of Delaware: Coordinating multidisciplinary services for victims of child abuse.
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.