Client Service Associate - 2/13 Strategic Partners
Radnor, Pennsylvania, United States
OnsiteFull Time
Hightower: Provides independent wealth management and financial planning services.
Client service experience, strong interpersonal and problem-solving skills, attention to detail, proficiency in Microsoft Office and CRM, custodian platform experience; FINRA licenses a plus; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, Salesforce, Schwab
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEBachelor's in Finance/Business (required), 2 years direct-to-consumer lending/origination/retail credit experience, strong quantitative/strategic skills, executive presentation ability, authorized to work in the US (no visa sponsorship).
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
4+ YOEBachelor's in Finance/Business required, 4 years in consumer lending/origination/retail credit, strong quantitative and qualitative credit risk skills, experience with complex datasets, strategic execution, and stakeholder management. US work authorization required; no visa sponsorship.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years managing cash movements and DDA funding, financial reconciliation, process improvement, strategic projects, change management, automation, and business intelligence tools.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's in a quantitative field, 3+ years in consumer lending/origination or retail credit at large financial services firms, strong quantitative/analytical skills, experience with SAS/SQL/Python/Tableau, strategic thinking and cross-team collaboration.
Main Line Health: Integrated non-profit health system serving the Philadelphia suburbs.
10+ YOE5+ MgmtBachelor's degree and 10–15 years of progressive managed care contracting experience, including 5–10 years managing teams. Requires negotiation, analytical, problem-solving, and strategic business skills.