Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Advisor & Operations Lead - Finance

SUMMIT FINANCIAL GROUP INC

Summit Financial Group Inc. in Pennsylvania seeks a Client Associate to provide dedicated operational and sales support in a professional financial advisory environment. This role will be the most frequent client contact and will support office initiatives for the business. Experience in financial services is a plus. Candidates should have an undergraduate degree and be willing to obtain Series 65 and Life/Health licenses, with strong client service, communication, and technical skills across MS #J-18808-Ljbffr SUMMIT FINANCIAL GROUP INC

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Advisor & Operations Lead - Finance in Fort Washington, PA vacancy
  •  ...Branch Operations Lead At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build...  ...banking, credit cards, mortgages, auto financing, investment advice, small business loans... 
    Suggested
    Night shift
    Afternoon shift

    JPMorgan Chase

    Abington, PA
    4 days ago
  •  ...Job Description Job Description Our client is seeking an experienced Firm Operations Manager to oversee workflow, production, administrative coordination...  ...and improve system usage. Serve as an internal lead for practice‑management software, tax software, client... 
    Suggested
    Casual work
    Seasonal work
    Relocation
    Visa sponsorship

    Confidential Recruiting Partners

    Ambler, PA
    12 days ago
  •  ...Experience Level: Mid-Level (Associate / Operations Specialist) Job Function: Operations /...  ...with firm leadership to streamline client onboarding, manage engagement capacity, implement...  ...: Serve as the internal operational lead for practice management software, tax platforms... 
    Suggested
    Full time
    Work at office
    Relocation

    Calqulate

    Ambler, PA
    11 days ago
  • $300 per month

     ...Description Firm Administrator / Firm Operations Manager Position Overview We are seeking...  ...to oversee administrative operations, client workflow, staff coordination, production...  ...Bachelor's degree in Business, Accounting, Finance, Operations, or a related field.... 
    Suggested
    Casual work
    Seasonal work
    Immediate start

    Jobsonboard

    Blue Bell, PA
    9 days ago
  • $200k - $220k

     ...individuals, firms, and clients alike. That’s why we’...  ...with more than 40 leading accounting firms across...  ...the Role The Regional Operations Director is the primary...  ...— partnering with the Finance & Accounting enterprise...  ...a trusted operational advisor to the RVP — surfacing... 
    Suggested
    Temporary work

    Current

    Philadelphia, PA
    12 days ago
  • National Comprehensive Cancer Network, Inc. in Plymouth Meeting, PA, is seeking a Network Operations Manager to oversee network infrastructures, cloud services, and server management. This role includes mentoring a team, administering Microsoft Azure and AWS, and ensuring... 
    Remote job

    National Comprehensive Cancer Network, Inc.

    Plymouth Meeting, PA
    1 day ago
  • National Comprehensive Cancer Network® (NCCN®) seeks a Network Operations Manager in Plymouth Meeting, PA to lead network infrastructure administration, including Microsoft Azure and AWS. This role involves supervising Network Administrators, monitoring network connectivity... 
    Remote job
    2 days per week

    National Comprehensive Cancer Network® (NCCN®)

    Plymouth Meeting, PA
    2 days ago
  • A leading commercial real estate firm seeks an experienced professional for overseeing Treasury Operations in Lower Gwynedd, PA. Responsibilities include managing Treasury Operations Associates, ensuring compliance in payment processes, troubleshooting issues, and reporting... 

    Newmark

    Gwynedd Valley, PA
    21 hours ago
  • Brogan Landscaping, Inc. in Horsham, PA is seeking a Landscape Operations Manager to oversee daily field productivity, safety, and quality. You will supervise crews, coordinate schedules, and ensure customer satisfaction. The role requires strong leadership, hands-on problem... 
    Seasonal work
    Local area

    Brogan Landscaping, Inc

    Horsham, PA
    21 hours ago
  • TALENT Software Services is seeking a contractor to support the Patient Health Innovation (PHI) team within Commercial Excellence & Innovation (CEI). The role is hybrid with a flexible schedule (once/twice per week) and will help translate strategic priorities into actionable...
    For contractors
    Flexible hours

    TALENT Software Services

    North Wales, PA
    1 day ago
  • PGA TOUR Superstore is seeking a Back End Department Head in Plymouth Meeting, PA to oversee logistics and e-commerce operations. You will drive product availability, pricing accuracy, and signage compliance on the sales floor while guiding Associates and coordinating... 

    PGA TOUR Superstore, Inc

    Plymouth Meeting, PA
    1 day ago
  • Harvest USA in Dresher, PA is seeking an Administrative Manager to oversee administrative operations, facilities management, IT systems, CRM database, and online store functions. This role supports staff as they serve individuals and churches with biblical truth and compassionate... 
    For contractors

    Reformed Theological Seminary

    Dresher, PA
    1 day ago
  • Brogan Landscaping in Horsham, PA is seeking a Landscape Operations Manager to oversee daily productivity of field crews, maintain safety and quality, and uphold company standards. You will coordinate training, scheduling, and production planning to ensure customer satisfaction... 

    BROGAN LANDSCAPING

    Horsham, PA
    21 hours ago
  •  ...manufacturing staffing agency is seeking a supervisor to join a growing team in Willow Grove, Pennsylvania. In this role, you'll lead daily fabrication operations, coordinate shop floor activities, and drive production goals. Candidates should have fabrication or machining... 

    Liberty Personnel Services, Inc.

    Willow Grove, PA
    21 hours ago
  • Brave-New-World in Horsham, Pennsylvania, is seeking a Project Manager to join the Industrial team. This role involves overseeing contract compliance, risk management, and collaborating with project teams to achieve objectives. The ideal candidate will possess a bachelor...
    Contract work

    Brave-New-World

    Horsham, PA
    2 days ago
  • Job Posting BMW of Fort Washington is looking to add a full time Receptionist/Cashier to our service team! Experience Everything MileOne has to Offer: Competitive compensation Flexible working hours Training and mentoring Great opportunities for advancement...
    Full time
    Flexible hours

    MileOne

    Fort Washington, PA
    21 hours ago
  • Jobtailor in Horsham, PA is seeking a client-focused Teller to educate customers and assist with self-service banking options, including mobile, online banking, and ATM use. You will accurately process cash transactions, engage clients to understand their financial goals... 

    Jobtailor

    Horsham, PA
    3 days ago
  •  ...is recruiting for a Global Commercial Intelligence & Strategy Operations Leader, Immunology to be based in Horsham, Pennsylvania.About ImmunologyOur...  ...by developing the medicines of tomorrow.Our Immunology team leads in the development of transformational medicines for... 
    Full time
    Local area

    Johnson & Johnson

    Horsham, PA
    4 days ago
  • Caliber Collision in Glenside, PA is seeking an Office Administrator to keep the front desk running smoothly, assist with tools, training and information, and provide a welcoming experience for customers. The role includes payroll and HR recordkeeping, accounts payable/...
    Work at office

    Caliber Collision

    Glenside, PA
    21 hours ago
  • Wouch Maloney CPAs & Business Advisors in Horsham, PA is seeking an Administrative Coordinator to support our accounting and advisory team. You will manage administrative tasks, billing, and client communications, helping partners focus on delivery. The ideal candidate... 

    Wouch Maloney CPAs & Business Advisors

    Horsham, PA
    4 days ago
  •  ...training coordination, and ensuring high standards of customer engagement. Responsibilities include managing training, scheduling, reports, and supplies, while addressing operational issues and customer inquiries to uphold service excellence. #J-18808-Ljbffr The GIANT Company

    The GIANT Company

    Spring House, PA
    1 day ago
  • Join Dollar Tree Stores as a Merchandise Assistant Manager in Horsham, PA, where you will assist in leading a team focused on merchandising and processing freight. This role demands strong communication skills and the ability to lift heavy items regularly. You will engage... 

    Dollar Tree Stores

    Horsham, PA
    4 days ago
  • Johnson & Johnson is seeking a Manager, Patient Support Operations, CAR-T in Horsham, PA to design, implement, and optimize scalable patient access solutions while leading a high-performing team. This hybrid role combines strategic program management with hands-on operational... 

    6077-Johnson & Johnson HCS Inc. Legal Entity

    Horsham, PA
    3 days ago
  • Johnson & Johnson Innovative Medicine is recruiting for a Manager of Patient Support Operations, CAR‑T, located in Horsham, Pennsylvania. This role leads the patient support and call center program, designing scalable solutions to address financial and access-related barriers... 

    Johnson & Johnson

    Horsham, PA
    4 days ago
  • Director of Operations Support - Financial Securities and Annuities Under the supervision of the COO, direct and design training and support for Company’s Retirement Services, Asset Management, TPA services, Quality Control, and Provider Management areas. Plan the strategic... 
    Full time

    CCI Consulting

    Glenside, PA
    3 days ago
  • CCI Consulting is seeking a Director of Operations Support for Financial Securities and Annuities in Glenside, Pennsylvania. The role involves directing and designing training and support for various financial services under the COO's supervision. The successful candidate... 
    Full time

    CCI Consulting

    Glenside, PA
    3 days ago
  • Jobsonboard is seeking a proactive Firm Administrator / Firm Operations Manager to lead administrative operations, client workflow, staff coordination, production tracking, technology usage, and process improvements. This hands-on role drives efficiency from onboarding... 

    Jobsonboard

    Montgomeryville, PA
    3 days ago
  • $128k - $252k

     ...help shape the future of finance. As part of our...  ...leaders, and executive clients to solve their most complex...  ...of financial and operational excellence. Recruiting...  ...Design & Reengineering Lead within our Finance Transformation...  ....Serve as a trusted advisor to Finance Operate... 
    Local area
    Visa sponsorship

    Deloitte

    Philadelphia, PA
    1 day ago
  •  ...with one of the highest customer service scores in retail! We Make Dreams Happen! Essential Job Functions Customer Focus Leads and models a customer first culture across all roles. Accountable for active floor management by assigning shifts, reviewing results... 
    Full time
    All shifts
    Shift work

    David's Bridal

    Lafayette Hill, PA
    3 days ago
  •  ...Job Description Job Description Firm Operations Manager  Skills:  Preferred Experience · Experience managing workflow in a CPA firm...  ...supervising administrative or professional staff. · Experience with client onboarding and engagement letter processes. · Experience with... 
    Seasonal work
    Work at office
    Relocation package

    MetaOption, LLC

    Ambler, PA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Advisor & Operations Lead - Finance. Be the first to apply!