1d
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Client Support Manager
Conshohocken or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yr HybridFull Time
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.
1mo
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Client Tech Support
Philadelphia, Pennsylvania, United States
HybridFull Time
Some network or technical experience; comfortable with IP/DNS/DHCP/VLANs, command line, networking hardware and telephony; strong customer communication; fluent in English and Mandarin.
IP addressing, DNS, DHCP, VLANs, LAN/WAN, command line, Tarro Pay, POS, VoIP
1mo
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Client Support & Benefits Representative
Philadelphia, Pennsylvania, United States
RemoteFull Time, Part Time
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.
CRM
2w
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Rehire Client Support Associate
Philadelphia, Pennsylvania, United States
OnsiteMultiple Commitments Available
Customer-service oriented with strong communication, basic computer proficiency, ability to troubleshoot, retail or customer service experience preferred; PTIN certification available/required for tax preparer applicants.
1mo
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Treasury Client Service Support Specialist II
Saint Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEProvide treasury product support and client service; troubleshoot systems, review account setup for compliance, and research/resolve client treasury issues. Requires 2+ years financial institution experience and high school diploma or equivalent.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Client Services Associate
Wayne, Pennsylvania, United States
OnsiteFull Time
0+ YOEEntry level role providing operational and administrative support to client services.
Custodian system, Document management system, Data aggregation platform
1mo
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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.
1mo
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Immigration Client Support Specialist
Austin or Raleigh or Cleveland or Baltimore or Colorado or New York or California or Washington or Maryland or Illinois or Massachusetts or Minnesota or New Jersey or District of Columbia
$79k-$144k/yr RemoteFull Time
8+ YOEBachelor's degree or equivalent experience; 8+ years as a paralegal or in-house immigration specialist in high-volume business immigration; strong knowledge of nonimmigrant/immigrant/PERM processes, training/mentoring, project management, and MS Office. PowerBI and INSZoom are a plus.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, PowerBI, INSZoom
2d
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Client Operations Support Analyst I
Newark or Philadelphia
$42k-$69k/yr OnsiteFull Time
1+ YOEExecute and monitor daily cash distribution workflows, process high-volume transactions, manage cash orders, maintain records, and communicate with customers and vendors.
Microsoft Outlook, Microsoft Excel
3w
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Client Specialist
Philadelphia, Pennsylvania, United States
$13/hr OnsitePart Time
Provide front-desk hospitality, FuelBar service, studio upkeep, and client support; available mornings, afternoons, evenings, weekends and holidays; part-time minimum 24 hours/week; must be 18+.
1mo
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Client Coordinator (32371)
Bala Cynwyd, Pennsylvania, United States
$20-$25/hr OnsiteFull Time
1+ YOEHigh school diploma, minimum 1 year clerical experience; proficiency with Microsoft Word, Outlook, Excel, internet and office equipment; 40 WPM typing; HIPAA compliance, strong communication, accuracy, confidentiality, and independent work skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Internet, fax, copier, scanner, telephone
2w
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Registered Private Client Associate, Branch Support Specialist
Philadelphia, Pennsylvania, United States
HybridFull Time
3+ YOESeries 7, 63 and 65 or 66 required; 3 years private client associate experience; hybrid schedule with 3 days/week in Philadelphia office; ad-hoc travel; high school diploma (associate/bachelor preferred); proficiency in Microsoft Office; strong customer service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Services Associate
Newtown Square, Pennsylvania, United States
$50k-$55k/yr OnsiteFull Time
Customer service experience required; bachelor’s degree preferred. Strong interpersonal, organizational, phone, and data-entry skills. Proficiency with Microsoft Office and comfort with relationship-building outreach.
Microsoft Office
1w
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Client Relationship Associate
Philadelphia or Boca Raton
$60k-$75k/yr HybridFull Time
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
AgilLink
3d
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Client Portfolio Manager
Philadelphia or Overland Park
$200k-$260k/yr OnsiteFull Time
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.
1w
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Client Svc II Representative- Device Maintenance
West Chester, Pennsylvania, United States
$17-$23/hr OnsiteFull Time
1+ YOEHS diploma/GED plus 1–2 years related experience, customer service experience, good computer skills, ability to lift 50lbs, valid driver's license, ability to obtain security clearances, ability to stand and travel between client sites.
2w
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Small Group Client Manager, Employee Benefits
Baltimore, Maryland, United States
OnsiteFull Time
Supports small-group clients (≤49 lives) through renewals, maintains client relationships, uses benefits systems, must pass Maryland Life & Health exam within 90 days and meet annual CE requirements.
Epic, Dynamis, HRIS, Microsoft Office Suite
1w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3w
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Client Services & Operations Coordinator
Baltimore, Maryland, United States
$60k-$71k/yr OnsiteFull Time
1+ YOE1–3 years customer/client service experience; trauma-informed client support, Spanish fluency, Microsoft Outlook/Excel/PowerPoint/Word proficiency, strong interpersonal and administrative skills.
TIO, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
4w
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Wealth Management Client Associate
Towson, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely/accurate client materials, promote banking offerings, and use Microsoft and CRM tools; high school diploma required; FINRA exams preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce