Wealth Client Success Specialist (Hybrid)
SEI Investments
SEI is seeking a Client Support Specialist to join their Sales and Client Team in Oaks, Pennsylvania. This role focuses on providing support to financial advisors and firms within the Independent Broker/Dealer market. The successful candidate will engage with SEI’s platform and capabilities and is expected to have a minimum of 1 year of financial services experience. Key responsibilities include handling inbound inquiries and assisting in business development. The position is ideal for proactive individuals eager to grow in a dynamic sales environment. SEI offers a hybrid working model among various benefits. #J-18808-Ljbffr SEI
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Success Specialist (Hybrid) in Oaks, PA vacancy
- ...SEI Investments Company in Oaks, Pennsylvania is hiring a Client Support Specialist to join its Sales and Client Team. This early-career role supports... ...approach. SEI offers extensive benefits, including a hybrid working model, healthcare, and generous paid time off. #J-1...Suggested
SEI Investments
Oaks, PA13 hours ago - ...SEI's Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting advisors and... ...retirement plan, tuition reimbursement, a hybrid working environment for most... ...'re (literally) invested in your success. We offer our employees paid...SuggestedFlexible hours
SEI Investments
Oaks, PA20 hours ago $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!... ...01k, and PTO after probationary period. Our client offers: Hybrid work schedule (work from home on Thursday and Friday) Great...SuggestedLocal areaWork from homeMonday to Friday2 days per weekPeopleShare Inc
Norristown, PA13 hours ago- ...between SEI and its partner firms. The role involves resolving client inquiries and educating firms on best practices, requiring strong... ...Benefits include comprehensive healthcare, retirement plans, and a hybrid working environment. The ideal candidate must be organized,...Suggested
181 SEI Global Services, Inc.
Oaks, PA4 days ago - ...Pennsylvania, is seeking a skilled individual to manage institutional client portfolios. This role involves building client strategies,... ...years of experience in investment management. The position offers a hybrid work schedule and a comprehensive benefits package including...SuggestedFlexible hours
- J.P. Morgan Wealth Management - Private Client Advisor - Phoenixville and Harleysville, PA Join to apply for the J.P. Morgan Wealth Management - Private... ...Responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of...Full timePart timeWork at office
- ...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Premier Client Financial Advisor within PNC's Wealth Management organization, you will be based in Phoenixville, PA. Job Description Consults on...Full timeTemporary workWork experience placement
$75k - $90k
Right Executive Search, LLC is seeking a Senior Client Service Associate in Wayne, PA to support a team of advisors in wealth management. The role involves high-level... ...offers a salary range of $75,000 to $90,000, a hybrid work schedule, and various benefits including...- 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
$22.5 per hour
...services industry? We are seeking a driven, client-focused professional to join our team as... ...complex concepts in simple terms. Hybrid Schedule - Monday/Friday work from home... ...@randstadusa.com. Pay offered to a successful candidate will be based on several factors...Hourly payPermanent employmentTemporary workWork experience placementWork from homeMonday to FridayShift work- ...degree in finance or related field, with a minimum of 8 years' experience in project management or business analysis. The position offers a hybrid work environment and comprehensive benefits, including healthcare, retirement plans, and paid time off. #J-18808-Ljbffr...
SEI Investments
Oaks, PA3 days ago - Envestnet, based in Berwyn, is seeking a Proposal Desk Specialist to support Advisor Sales and High Net Worth Consulting teams. This role... ...delivery, facilitating access to Envestnet capabilities for clients. Ideal candidates will hold a Bachelor's degree and possess strong...Work at office
- ...Sales Executive focused on driving new client engagement across banking, wealth management, and asset management... .... Proven track record of successful proactive lead generation and sales... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles,...Flexible hours
SEI Investments
Oaks, PA2 days ago - ...Sales Executive focused on driving new client engagement across banking, wealth management, and asset management... .... Proven track record of successful proactive lead generation and sales... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles,...Flexible hours
SEI Investments
Mont Clare, PA1 day ago - ...the financial futures of their clients. At iPipeline, you’ll play a major... ...Come join our team! This is a hybrid position. Responsibilities The Director, Customer Success, is a strategic operator and... ...General Agent (BGA), or Wealth Management) and partner cross-functionally...Flexible hours
$23 per hour
...Client Relationship Associate Join a leader in investment management. Location: Malvern, PA (Hybrid). Pay: $23.00/hour. Are you a detail-oriented communicator looking to launch a career in the financial services industry? We are seeking dedicated professionals to join...$56.25k - $68.25k
...Client Support Specialist Conshohocken, Pennsylvania, United States Onbe, a fast-growing FinTech... ...Support Management team to ensure the success of our client programs! The Specialist... ...satisfaction of our clients! This role is hybrid that will work onsite 2 days per week...2 days per weekOnbe
Conshohocken, PA3 days ago- ...handoffs between sales, finance, and customer success. Process improvement: Identify... ...immediate financial rewards and long-term wealth creation opportunities as you help scale... ...parental leave ~401(k) retirement plan ~ Hybrid work from our Philadelphia office...Contract workWork at officeImmediate startFlexible hours
ROAR
Wayne, PA3 days ago $22.5 - $23 per hour
...Client Relationship Associate Are you looking to build a meaningful career in the financial services industry? We are seeking a driven, client-focused professional to join our team as a Client Relationship Associate. In this role, you will be the face and voice of...Hourly payShift work- ...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...
PowerToFly
Conshohocken, PA3 days ago $20.43 - $32.31 per hour
...Client Services Specialist Our values define us and our culture inspires us to change lives for the better... ...and soul of our company, and every success we experience begins with them. Together... .... Overview This is a full-time, hybrid career opportunity based out of our International...Hourly payFull timeWork experience placementBank staffWork at officeLocal areaWork from homeWork visaMonday to FridayFlexible hoursFulton Bank
Berwyn, PA14 hours ago- ...About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service... ...events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means...Work experience placementWork at office
Baird
Blue Bell, PA1 day ago - ...difference. Job Purpose The Client Delivery Specialist is assigned to a centralized, time zone... .... Location: ~ This is a hybrid role, based in our Blue Bell, PA office... ...support and product management to ensure a successful program implementation and overall...Work experience placementWork at officeWorldwide3 days per week
International SOS Government Medical Services
Blue Bell, PA2 days ago - Waldron Private Wealth is seeking a Wealth Planning Strategist in Wayne, Pennsylvania. The successful candidate will manage the financial planning process for clients with revenues between $2MM to $8MM, ensuring exceptional service and generating innovative investment...
- ...should hold a Bachelor's degree in Accounting and have a minimum of 3 years experience in accounting or finance. The position offers a hybrid working environment and a wide range of benefits, such as healthcare coverage, a strong retirement plan, and flexible Paid Time Off...Contract workFlexible hours
- ...and have an opportunity to contribute to the company's success. As a Sales Assistant within PNC Wealth Management, you will be based in Berwyn, PA. PNC is... ...sales, service and execution support for new and ongoing client relationships. Gathers required documentation....Full timeTemporary workPart timeWork experience placementWork at office
$67k - $75k
...Alternatives Financial Reporting Specialist SEI is leading... ...create and manage wealth. At SEI, we value our... ...services to our clients while interacting with... ...tuition reimbursement, a hybrid working environment for... ...literally) invested in your success. We offer our...Work experience placementFlexible hoursSEI Investments
Mont Clare, PA1 day ago- ...years' experience in broker/dealer operations. The role offers a hybrid working environment, comprehensive healthcare benefits, and a... ...substantial paid time off policy. Join SEI to contribute to vital financial services and support institutional clients. #J-18808-Ljbffr SEI
- ...Oaks, Pennsylvania is seeking a Trading Specialist to enhance operations within its subsidiary... ...role involves managing new and existing client accounts, ensuring compliance with... ...experience. Comprehensive benefits including a hybrid working environment and support for...
- ...is located in Norristown, PA. This is a hybrid position which requires 4 days in office.... ...meet the contractual obligations of each client. The intent is to ensure work orders are... ...to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled...For contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Success Specialist (Hybrid). Be the first to apply!
Related searches
- customer advisor Oaks, PA
- airport customer service agent Oaks, PA
- customer support associate Oaks, PA
- employee relations assistant Oaks, PA
- service agent Oaks, PA
- insurance customer service advisor Oaks, PA
- customer success associate Oaks, PA
- customer service expert Oaks, PA
- client service specialist Oaks, PA
- logistics customer service representative Oaks, PA