Wealth Client Success Specialist (Hybrid)
SEI
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
- Allied Wire & Cable, a GCG Company, seeks a Customer Support Specialist in Collegeville, PA. You will onboard new customers and manage orders... ...and post-sale tasks to ensure satisfaction. After training, a hybrid schedule is available: 3 days in the office and 2 days remote....SuggestedRemote work
- ...Wire and Cable (AWC), a GCG Company, is seeking Customer Support Specialists to join our team in a fast-paced B2B environment. You will... ...post-sale activities to ensure satisfaction. The role supports a hybrid schedule with 3 days in the Collegeville, PA office and 2 days...SuggestedWork at officeRemote work
- ...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 Global Services, Inc. is seeking a Client Service Specialist (Account Manager) in Oaks, PA to support Hedge Fund clients. You will serve as the main daily contact, coordinate SEI resources, and manage new business setups while delivering proactive, high-quality client...Suggested
- ...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. Premier Client Advisors are based...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...servicing existing Hedge Fund clients and assisting with the... ...business. The Client Service Specialist (Account Manager) is responsible... ...plan, tuition reimbursement, a hybrid working environment for most... ...(literally) invested in your success. We offer our employees paid...Work experience placementWork at officeFlexible hours
- NPAworldwide in Wayne, PA is seeking a Senior Client Service Associate to support advisors... ...duties in a collaborative, fast-paced Wealth Management environment. The position reports... ...client-first culture, and a flexible hybrid schedule with three days in the office....Work at officeFlexible hours
- ...reputation. With a model focused on client education, technical... ...ETFs.We are looking to grow our specialist team by hiring an experienced... ...readiness and strategic success of new ETF issuersEnhance our... ...plan, tuition reimbursement, a hybrid working environment for most...Full timeFlexible hours
- ...Customer Success Specialist Located in beautiful Malvern, Pennsylvania, The Institutes are a not-for-profit comprised of diverse affiliates... ...-focused work environment to drive employee engagement. HYBRID ROLE: Monday-Friday, with 2 days onsite per week at our Malvern...Work at officeMonday to Friday2 days per week
$90k - $120k
...for CITs you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion of the administrative servicing requirements... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for...Full timeFlexible hours- 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
- BNY is seeking a Specialist, Client Processing Representative - Wealth Services in Berwyn, PA to join our Wealth Services team. You will process a high volume of client transactions and account-related requests in line with established procedures and service levels. You...
- Metergy Solutions is seeking a Client Success Manager at our Exton, PA location with some travel to NYC. You will own the end-to-end post-sale client experience for landlords and property managers, serving as the trusted advisor and coordinating with Sales, Onboarding,...
- ...Investment Trust Admin team. As a Specialist, you will be responsible for... ...internal teams or client teams to resolve open issues... ...plan, tuition reimbursement, a hybrid working environment for most... ...(literally) invested in your success. We offer our employees paid...Flexible hours
- 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
- Personal Wealth - New Account Approval TeamAt Vanguard, we have a client-first mentality that we live and breathe... ...chance for investment success.If you have a passion... ...Approval Operations Specialist. You'll play a key... ...WorkVanguard has implemented a hybrid working model for the...Full timeWork experience placement
- ...of our team, you'll work closely with our Client Portfolio Managers to provide top-notch... ...This position is based in Oaks, PA, with a hybrid work schedule and occasional travel.... ...SEI, we're (literally) invested in your success. We offer our employees paid parental leave...Work at officeFlexible hours
$19 - $21 per hour
...is seeking a dependable, customer-focused Sales Specialist to support both sales and yard operations. This hybrid role is ideal for someone who enjoys working with... ...encouraged. Reliable attendance is essential to success in this role. If you are hardworking, safety-...Hourly payFull timeFor contractorsSeasonal workWork at officeLocal areaImmediate start- ...Customer Support Specialist Allied Wire and Cable (AWC), a GCG Company, is currently seeking... ...and communication are keys to success? Do you take pride in delivering exceptional... ...period has concluded, this role offers a hybrid work schedule consisting of 3 days per week...Hourly payWork at officeLocal area2 days per week3 days per week
- ...Overview As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational... ...client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management...Work experience placementWork at office
$90k - $120k
...Investment Trust (“CIT”) team. As a Trust Officer for CITs you will partner with clients and internal stakeholders to support client relationships, manage projects, and ensure the successful completion of administrative servicing requirements for a broad portfolio of...Work experience placementWork at office- ...role Are you skilled at developing wealth management strategies? Does financial data... ...Associate to: • assist financial advisors in client conversations, providing analytic... ...experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and...Flexible hours
$60k - $75k
...Customer Success Associate King of Prussia, PA Overview As a Customer Success Associate (CSA), you will be accountable for managing... ...satisfaction of managed services delivery to a mid-tier set of client accounts and for the overall service relationship. You will...Contract workLocal area- ...we've introduced a flexible hybrid work policy, where employees... ...work." Klipboard provides specialist software, services and support... ...Klipboard has a wide range of clients includes wholesalers, distributors... .... The Customer Success Manager (CSM) is accountable...Work at officeRemote workWork from homeFlexible hours
$56.25k - $68.25k
Summary: The Client Support Specialist (CSS) collaborates with the Client Support Management team to ensure the success of our client programs. The Specialist works closely with Client... ...satisfaction of our clients. This role is hybrid and will work onsite 2 days per week at...2 days per week$103k - $171.6k
** Work location/arrangement: This is a hybrid position requiring four days/week of in-... ...and managing credit risk for commercial clients at M&T Bank. This position involves analyzing... ...,000.00 - $171,600.00 Annual (USD). The successful candidate’s particular combination of...Full timeWork experience placementInterim roleWork at office- ...new RIA, Broker-Dealer and Private Bank client acquisition and relationship management.... ...partnering closely with sales leadership, successfully selling into the institutional channel.... ...plan, tuition reimbursement, a hybrid working environment for most roles, support...Full timeRemote workFlexible hours
- Viant Medical Inc. is seeking a Customer Operations Specialist in Collegeville, PA, to provide exceptional service to both internal and external customers. This role focuses on managing customer requirements while ensuring product knowledge and effective communication...
- ...scale to meet the demands of our growing client base. Here, you'll work with ambitious, high... ...solutions to institutional and private wealth investors around the world, specializing... ...CAIA, CFA) are a plus. ~ Demonstrated success in a phone-based sales or relationship management...Work at officeHome office
- 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...
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