Brokerage Client Services Specialist
Stifel Financial
A leading financial services firm in Conshohocken seeks a Client Services Associate to assist Financial Advisors in managing client accounts and performing administrative tasks. The role requires strong knowledge of office procedures and the investment brokerage industry. Candidates should possess excellent communication and interpersonal skills, along with a minimum of a High School Diploma and 2 years of related clerical experience. The company offers a comprehensive benefits package including health insurance and paid time off. #J-18808-Ljbffr
$22 per hour
...Client Services Specialist Do you have project management and customer service experience? If so, we have a great opportunity in Norristown, Pa! Our client is seeking candidates with Customer Service and/or Account/Project Management experience for a great career opportunity...SuggestedLocal areaWork from homeMonday to Friday2 days per week$45.8k - $73.1k
...making a difference in the moments that matter for our colleagues, clients, and communities. Job Summary: Build and maintain... ...vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams...SuggestedWork at officeFlexible hours- ...PowerToFly is hiring Registered Client Service Associates in West Conshohocken, PA. In this critical role, associates will modernize the client experience with exceptional care and support the growth of business operations. Applicants should have at least two years of...Suggested
- ...About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing...SuggestedWork experience placementWork at office
- ...join our team and make a difference. Job Purpose The Client Delivery Specialist is assigned to a centralized, time zone specific team... ...Responsibilities: Reporting to the Sr. Manager, Client Services - Americas. Client Delivery Specialist's key responsibilities...SuggestedWork experience placementWork at officeWorldwide3 days per week
- Job Posting A growing private family office is seeking a hands-on Senior Accountant to manage daily accounting and reporting for multiple entities. This position will oversee general ledger management, reconciliations, cash flow tracking, and monthly close, while assisting...Work at office
- Trove is an administrative financial services company that understands the complex needs... ...activity for banking, credit cards, custody / brokerage accounts, alternative payment methods,... ...accounting or related experiences, client service-oriented experience preferred Proficient...Work at office
$50k - $60k
...Client Services Specialist Cozen O'Connor is seeking a Client Services Specialist to join our Philadelphia team. The position reports directly to the Client Services Supervisor and will work closely with the Senior Manager of Client Services and Billing in collection...Full timeWork at office- 181 SEI Global Services, Inc. is seeking a qualified candidate to serve as the primary liaison between SEI and its partner firms. The role involves resolving client inquiries and educating firms on best practices, requiring strong communication and project management skills...
- ...hospitality through exceptional customer experiences and build enduring relationships both internally and externally. Support all service enhancers to build strong relationships including active use of Concierge. Achieve sales and service metrics in key measurable...Full timePart timeFlexible hoursAfternoon shift
$20.43 - $32.31 per hour
...Client Services Specialist Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in...Hourly payFull timeWork experience placementBank staffWork at officeLocal areaWork from homeWork visaMonday to FridayFlexible hours$18.75 - $19 per hour
...Ascensus in Montgomery County, Dresher, is seeking a Customer Service Representative to assist in providing top-notch service to clients. You will collaborate with Client Service Managers, coordinate transactions, and resolve client inquiries efficiently. The ideal candidate...Hourly pay- ...possesses strong communication skills, and thrives in a team-oriented environment. Duties include engaging with customers, supporting service enhancers, and meeting sales metrics. Flexibility in scheduling, including evenings and weekends, is essential. Competitive...Part timeAfternoon shift
- ...together to create the next great insurance brokerage. We offer an unrivaled combination of... ...and opportunities for our employees, clients and stakeholders. We celebrate both individual... ...rates. Collaborates with Client Service to analyze renewal business and place...Flexible hours
- ...LVMH Group in King of Prussia is looking for dedicated Client Advisors to foster relationships with clients while providing personalized service. This role is for individuals passionate about luxury retail, with opportunities for both part-time and full-time positions....Full timePart time
- ...fintech leader in Wayne, Pennsylvania, is seeking a qualified Client Advisor to drive new business and deepen client relationships.... ...technology and human connection with a strong focus on client service. Ideal candidates will have at least two years of relevant experience...
- Granite Telecommunications is hiring a Relationship Development Sales Associate in Plymouth Meeting, PA, responsible for managing a dedicated portfolio of customer accounts with a focus on upselling. This role emphasizes proactive account management, strategic engagement...
$18 per hour
Metropolitan Veterinary Associates is seeking a Client Service Representative to be the welcoming face of our emergency and specialty hospital in Plymouth Meeting, PA. You will play a vital role in ensuring a seamless experience for clients during visits, guiding them...Full timeShift workNight shiftAfternoon shift$18 per hour
Client Service Representative - Overnight Deliver Exceptional Care, Support Our Clients, and Grow Your Career — Join Hickory Veterinary & Specialty Hospital as a Client Service Representative! Are you a people-person who thrives on making connections, solving problems,...Full timeShift workNight shift- BNY in Berwyn, Pennsylvania is seeking a Specialist in Client Processing within Wealth Services. This role involves processing client transactions, ensuring compliance, and identifying workflow improvements. Candidates should have a Bachelor’s degree and relevant experience...Flexible hours
$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hours- ...SEI's Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting advisors and firms within the Independent... ...foundation in sales, client experience, and the financial services industry. As a Client Support Specialist, you will...Flexible hours
$56.25k - $68.25k
...Client Support Specialist Conshohocken, Pennsylvania, United States Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing... ...religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment...2 days per week- ...discipline firm specializing in environmental, facilities, geotechnical, and materials services. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities in the...Work at officeLocal area
- BNY in Berwyn, Pennsylvania seeks a professional to coordinate configuration of Third‑Party Money Managers on the Managed Accounts Solutions platform. Key responsibilities include monitoring system queues and maintaining data integrity. The position requires a Bachelor'...Flexible hours
- Join to apply for the Associate Client Advisor role at Legacy Advisors . Position Summary The Associate Client Advisor (ACA) is a role... ...path toward becoming a valuable member of the client service team. Position Responsibilities Prepare comprehensive meeting...Temporary workFlexible hours
- Job Description Job Description Pharmaceutical Sales Representative (Entry level or experienced) We are currently looking to add excellent sales individuals to our professional Pharmaceutical Sales Rep team. We are a privately held company and offers a great corporate...Full time
$20 - $25 per hour
...Customer Service Representative The CSR is the voice and heart of the company, responsible for creating positive first impressions and ensuring smooth customer experiences. This role is critical to converting leads into scheduled appointments, supporting technicians in...Hourly paySeasonal work- ...Representative to join our team. Responsibilities: ~ Meet with clients to discuss their life insurance needs after they have requested... ...have never been themselves. We are a full fledged insurance brokerage with a culture and team ethic unmatched in the industry....Daily paidLocal areaFlexible hours
- ...A Division of Patriot Growth Insurance Services: Founded in 1996, Exude is a full-service... ...Exude, we work collaboratively with our clients to understand their goals and challenges... ...Overview: The Senior Client Care Specialist delivers exceptional service to Exude's...Full timeTemporary workWork at officeLocal areaFlexible hoursAfternoon shift
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