Client Service Specialist — Private Banking (Hybrid)
181 SEI Global Services, Inc.
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. Benefits include comprehensive healthcare, retirement plans, and a hybrid working environment. The ideal candidate must be organized, detail-oriented, and ready to travel. #J-18808-Ljbffr 181 SEI Global Services, Inc.
- J.P. Morgan Wealth Management - Private Client Advisor - Phoenixville and Harleysville, PA Join... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...teammates’ success and the goals of the bank, while fostering a culture of diversity...PrivateFull timePart timeWork at office
- ...in Oaks, Pennsylvania is looking for a Client Service Professional to enhance client... ...while collaborating closely with the Private Banking Team. The ideal candidate will possess... ...passion for learning. The position offers a hybrid working environment with comprehensive...Private
- Bank of America is seeking a dedicated professional for Merrill Wealth Management to enhance client service through education on banking offerings and investment products. You'll play a vital role in client relationship management, ensuring operational excellence while...Private
- SEI's Banking and Wealth Management group is hiring a Client Service Professional to assist our clients experience outstanding... ...relationships. As a member of the Private Banking Team, the focus of this... ...plan, tuition reimbursement, a hybrid working environment for most roles...PrivateFlexible hours
$20.43 - $32.31 per hour
...Client Services Specialist Our values define us and our culture inspires us to change lives for the... ...Overview This is a full-time, hybrid career opportunity based out of our International... ...Specialist works with the Fulton Private Bank sales team and business unit leaders...PrivateHourly payFull timeWork experience placementBank staffWork at officeLocal areaWork from homeWork visaMonday to FridayFlexible hours- ...an administrative financial services company that understands the... ...and reconcile all activity for banking, credit cards, custody / brokerage... ...or related experiences, client service-oriented experience preferred... ..., alternative investments (private equity, hedge funds, etc.)...PrivateWork at office
$22 per hour
...Client Services Specialist Do you have project management and customer service experience? If so, we have a great opportunity in Norristown,... ...and PTO after probationary period. Our client offers: Hybrid work schedule (work from home on Thursday and Friday) Great...Local areaWork from homeMonday to Friday2 days per week- ...The Investment Manager Services Division (IMS) at SEI is... ...support for our clients, which include a wide range... ..., such as hedge funds, private equity funds, and other... ...Enhanced Middle Office (Bank Debt) What we need from... ...reimbursement, a hybrid working environment for...PrivateSummer workInternshipWork at officeFlexible hours
- Private Banking Portfolio Management Services Team We are seeking an enthusiastic, self‑motivated individual to support... .... Responsibilities Support clients across the portfolio management product... ...plan. Tuition reimbursement. Hybrid working environment for most roles...PrivateWork at officeFlexible hours
$52k - $94.12k
A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment... ...to premier real estate fund clients. Join this growing team that is passionate... ...capital calls, distributions and bank reconciliations Preparing...PrivateFull timeTemporary workFlexible hours- KeyCorp seeks a Private Client Banker in Montgomery County, Pennsylvania. This role focuses on delivering tailored financial advice and services to clients with up to $2M in investable assets. The successful candidate will foster long-term client relationships, identifying...Hourly pay
- The Investment Manager Services Division (IMS) at SEI is growing... ...servicing for our clients’ assigned hedge and private equity funds. What You Will... ...is monitoring our clients’ bank accounts for investor wire... ...tuition reimbursement, a hybrid working environment for most...PrivateFlexible hours
- ...oversee accounting operations and address client needs. The successful candidate will manage... ...in relevant fields, have 5+ years of fund services experience, and demonstrate strong management and communication skills. This hybrid role is based in Oaks, PA and offers...Private
- 181 SEI Global Services, Inc. is seeking an Investment Manager to join... ...records for hedge and private equity holdings, preparing accurate... ...ensuring quality service to clients. The ideal candidate will... ...positive work-life balance in a hybrid work environment. #J-18808-Ljbffr...Private
- Overview The Investment Manager Services Division (IMS) at SEI is recruiting 20... ...comprehensive administrative support for our clients, which include hedge funds, private equity funds, and other alternative... ...Analyst Enhanced Middle Office (Bank Debt) Responsibilities Support...PrivateSummer workInternshipWork at officeFlexible hours
- ...Private Banker A great banking experience starts with a great team! Mid Penn Bank... ...responsible for achieving customer service and sales goals as... ...value of Private Banking with clients who may be eligible... ...her needs. Partners with specialists in other areas of the bank...PrivateBank staffWork at officeWork visaFlexible hours
- ...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...PrivateWork at office
- ...Sales Executive SEI's Professional Services team is focused on transforming... ...Sales Executive focused on driving new client engagement across banking, wealth management, and asset management... ...plan, tuition reimbursement, a hybrid working environment for most roles,...Flexible hours
- ...SEI's Professional Services team is focused on transforming businesses through tailored... ...Executive focused on driving new client engagement across banking, wealth management, and asset... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles,...Flexible hours
- ...overseeing accounting operations for hedge and private equity funds, managing client relationships, and ensuring compliance... .../BS degree, a minimum of 5 years in fund services, and strong communication skills. The position is hybrid with 3 days in the office and 2 days...PrivateWork at officeWork from home
- Job Overview Private Banking is seeking an enthusiastic, self‑motivated, goal‑oriented individual to join the Portfolio Aggregation Services Team. The team works with the SEI Wealth Platform and... ...exception processing, implementation and client interactions to include non‑...PrivateWork experience placement
- ...Private Client Banker Location: 1804 North Broad Street - Lansdale, Pennsylvania 19446 Job... ...to the people and businesses in our Key Bank communities. The Private Client Banker (... ..., and offering appropriate products and services. PCBs identify products and services to...PrivateImmediate startDay shift
- ...Firstrust Bank Recognizes the Leader in You As... ...offer exemplary customer service with a commitment to our... ...and accountability. *Hybrid Position* The Chief... ...perspective inherent in its private ownership structure.... ...Payroll and Benefits Specialist HRIS Manager Employee...Private
- ...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... ...directly contribute to the success of Baird's Private Wealth Management business, where true...PrivateWork experience placementWork at office
$25 - $38.46 per hour
...Private Client Banker Location: 1498 North Wales Road - North Wales, Pennsylvania 19454... ..., and offering appropriate products and services. PCBs identify products and services to... ...Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank...PrivateHourly payWork experience placementDay shift$25 - $38.46 per hour
Licensed Private Client Banker page is loaded## Licensed Private Client Bankerlocations: Exton,... ..., and offering appropriate products and services. PCBs identify products and services to... ...Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank...PrivateHourly payWork experience placementDay shift$23 per hour
...Floating Sales And Service Representative At Univest, we believe banking should feel personal, and work should too. If you enjoy helping people, building relationships, and making a difference in your community, this could be the career for you. As a Floating Sales...Temporary workWork at office- JPMorgan Chase & Co. is looking for a Private Client Banker in Villanova, Delaware County. In this... ...clients, managing their complete banking relationship. Responsibilities include acquiring new clients, sharing branch services, and ensuring compliance with Dodd Frank...
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking... ...administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting... ...plan, tuition reimbursement, a hybrid working environment for most roles,...PrivateFlexible hours
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly... ...seeking new members on our Private Equity & Hedge Fund... ...resolution of accounting issues for clients. What you will do: As... ...Work location: Oaks, PA (Hybrid 3 Days in Office / 2 Days WFH...PrivateWork at officeWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist — Private Banking (Hybrid). Be the first to apply!
- private house and office cleaning Oaks, PA
- private Oaks, PA
- private intelligence Oaks, PA
- private equity associate Oaks, PA
- private equity intern Oaks, PA
- private equity accountant Oaks, PA
- private banking Oaks, PA
- investment intern (private equity) Oaks, PA
- hedge fund private equity tax manager Oaks, PA
- entry level private equity Oaks, PA

