43 client support manager jobs at 21 companies in Whitehall, PA
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Wealth Management Client Relationship Manager
Charlotte or Philadelphia or Frisco or Pittsburgh
$63k-$88k/yrHybridFull Time
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years financial services experience; Series 7 and 66 (or 63/65) and resident state life & health insurance license required within 120 days; university degree preferred; client relationship and advisory support skills.
Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$59k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
High School diploma; administrative/customer service experience; strong time management; excellent communication; proficient in Microsoft Office; ability to learn new programs.
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
1+ YOEBachelor's in information systems, business administration or related field; 1–3 years implementation/technical support/analytics experience; basic SQL; understanding of ETL and data management; strong communication and organizational skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking offerings, and use Microsoft Office and Salesforce; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; client-centric, detail-oriented, able to learn new technology platforms; high school diploma required; SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and investment brokerage knowledge, customer service, critical thinking, time management, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Confluence: Software for investment management data and regulatory reporting.
Deliver client-facing projects, manage stakeholders and budgets, use waterfall and agile principles, track risks/issues, and support client implementations; Jira/Monday.com/Microsoft Project and PMP desirable.
Insight Service Group: Provides investigative and clinical services for insurance claim management.
Provide administrative support for record retrieval: prepare and issue subpoenas, generate Notices of Intent, track documents, communicate with counsel and clients, and manage subpoena status reports; proficient with computers and Microsoft Office.
Saxton & Stump: Provides comprehensive legal representation and strategic business consulting services.
Provide five-star client service, receptionist and administrative legal support; multi-line phone, scheduling, document management, proficiency with Microsoft Office, Teams, Zoom, and iManage; 1–3 years preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Zoom, iManage, Iron Mountain
Neighborhood Legal Services Association: Provides free civil legal aid to low-income individuals.
Perform client intakes, enter and close cases in a case management system, respond to messages, prepare referrals and documents, and maintain intake areas; strong computer and telephone skills required.
Microsoft Office, Microsoft Outlook, Microsoft SharePoint
ECS: Provides geotechnical, environmental and construction materials engineering services.
0+ YOEHigh school diploma/GED, 0-2 years related experience, experience with project coordination, document and data management, client communication, scheduling, and basic lab administrative tasks.
Prescriber Medical Administrative Assistant (PMAA)
Monroeville, Pennsylvania, United States
$20-$24/hrOnsiteFull Time
Transformations Care Network: National network of outpatient mental health care clinics.
High school diploma or equivalent; strong written and verbal communication, customer service, organization, time management, computer, and multi-line phone skills; familiarity with Google Drive and confidential client information handling.
KTA-Tator: Engineering firm providing materials testing and corrosion protection inspection.
5+ YOE5+ years administrative/office management experience; strong proofreading, editing, and document formatting; high proficiency with Microsoft Word, Excel, Outlook, Teams, SharePoint, PowerPoint; scheduling, recordkeeping, travel coordination, and client communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Microsoft SharePoint, Microsoft PowerPoint
RRD: Provides marketing, packaging, print, and supply chain solutions globally.
2+ YOEBachelor's or equivalent, 2+ years supervisory experience preferred, 3+ years legal document production preferred, strong MS Office skills, proofreading and client-service experience.