Conshohocken or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yrHybridFull Time
Onbe: Modernizes business-to-individual disbursements and managed payment programs.
3+ YOE3+ years building/managing client relationships, bachelor’s degree preferred, strong communication, analytical and presentation skills, ability to drive client health and identify growth opportunities.
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
1+ YOE1+ year financial services client sales/service support; bachelor’s degree (or 2 years SEI experience); Series 65 or 66 (or obtain within 90 days); strong multi-channel communication, time management, and problem-solving skills.
AppWork: Cloud-based maintenance management software for multifamily property operations.
2+ YOE2+ years supporting SaaS customers, experience with property management/PMS platforms preferred, strong technical troubleshooting, ticketing, reporting, and communication skills.
Third Bridge: Connects investors to industry experts for market research.
Experienced SaaS support or customer success background, strong written communication, technical aptitude with APIs and platform configuration, stakeholder management, and problem-solving skills.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth.
Syllo: A that provides an enterprise-grade platform to autonomously manage the litigation lifecycle for legal teams.
5+ YOE2+ Mgmt5+ years customer support experience with 2+ years managing technical support at B2B SaaS; bachelor\u0002s degree; experience building SLA frameworks, escalation protocols, knowledge bases; proficiency with Zendesk, Intercom, or HubSpot Service Hub.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication and interpersonal skills; self-motivated, results-driven; basic computer skills for CRM and client management.
Pune or New York City or Salt Lake City or London or Edinburgh or Dubai or Geneva or Singapore or São Paulo
HybridFull Time
Addepar: Provides a data platform for wealth management and portfolio reporting.
2+ YOERequires 2+ years in financial investment or advisory, knowledge of capital markets, portfolio accounting and client relationship management, strong communication, organization, documentation and problem-solving skills.
Microsoft Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters
Water Client Service Manager / Project Manager - Philadelphia
Philadelphia, Pennsylvania, United States
$95k-$155k/yrHybridFull Time
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
5+ YOE5+ years in environmental engineering/consulting with business development experience; Bachelor's degree required; PA PE preferred; project management, client development, proposal support, and familiarity with WS+ and digital tools.
NomuraTokyo Stock Exchange: 8604: Global financial services group providing investment banking and brokerage.
10+ YOE10+ years client-facing asset management experience, Series 7 & 63 required, CFA or MBA preferred, strong communication and presentation skills, ability to support multiple equity strategies and collaborate across teams.
Orrick: Provides international legal services focused on technology, energy, and finance.
3+ YOE3+ Mgmt3+ years managing teams in complex, client-facing environments; strong people leadership, performance management, change management, operational execution, and data-driven decision-making; bachelor’s degree or equivalent experience.
Simon & Schuster: Publishes and distributes fiction and non-fiction books worldwide.
Provide operational and administrative support to client publishers; strong organization, communication, and stakeholder management; 1–3 years publishing or client services experience preferred.
Foodhub: Online food ordering and restaurant technology platform.
Proven leadership building and scaling client-facing teams, improving retention and customer value, establishing KPIs and dashboards, and collaborating cross-functionally with Product, Sales and Operations.
BAYADA Home Health Care: Provides professional home health care and nursing services.
Coordinate care and schedules, manage caseloads, respond to client and caregiver needs, use scheduling and documentation systems, and provide strong communication and organizational support.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years of industry-relevant experience; comparable education, certifications, and experience may substitute. Requires relationship management, customer support, decision-making, communication, and process management skills.
IntappNASDAQ: INTA: Cloud business management software for professional and financial services.
3+ YOE3+ years in SaaS customer success/account management, experience with real estate clients, strong technical proficiency, commercial instincts, CRM/support ticketing experience, excellent organization and communication.
Product Support Manager- Corporate Deposits - Vice President
New York, New York, United States
$110k-$190k/yrHybridFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOE5+ years in client onboarding, product support, middle office or cash management; experience with corporate banking products, Salesforce proficiency, bachelor’s degree in Finance/Economics/Business.