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.
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.
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.
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
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.
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.
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.
TikTok: Global short-form video hosting and social media platform.
4+ YOE4+ years in account management or media services in digital marketing/ad tech, strong communication, project management, data analysis and revenue support experience, able to work cross-functionally and solve technical issues.
Atlanta or Boston or Chicago or Denver or Los Angeles or New York or Salt Lake City or San Diego
$80k-$115k/yrRemoteFull Time
DEPT: Global digital agency providing integrated technology and marketing services.
3+ YOE3+ years agency client service experience supporting large media accounts; experience with paid search/paid social/programmatic, campaign execution, budget management, and strong communication and problem-solving skills.
Neuberger Berman: Provides investment management services for institutional and individual investors globally.
2+ YOERequires SIE, Series 7, and Series 66; financial services client support experience preferred; proficiency in Microsoft Office and ability to manage confidential information, multiple tasks, and client relationships.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
Provide administrative and client-facing support: calendar and inbox management, travel coordination, expense processing, marketing updates, event coordination, and licensing administration.