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
- ...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
- ...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...SuggestedWork experience placementWork at officeFlexible hours
$22 per hour
...great opportunity in Norristown, Pa! Our client is seeking candidates with Customer... ...opportunity for you! Client Services Specialist Job Details: Schedule: Monday - Friday... ...probationary period Our client offers: Hybrid Work Schedule (Work from home on...SuggestedLocal areaWork from homeMonday to Friday2 days per week- 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...Suggested
- 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...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...
- 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,...
- ...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
- ...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
- ...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
- Imagine360, LLC is seeking a Service Desk Analyst in Wayne, PA for a hybrid role. You will be the first point of contact for employees... ...records. A strong customer-service mindset and basic IT knowledge are essential for success. #J-18808-Ljbffr Imagine360, LLC
- GCG is seeking a Sales Enablement Specialist to support onboarding and ongoing enablement programs for account managers, coordinating training... ...enablement experience. After onboarding, the role offers a hybrid schedule: 3 days in office and 2 days from home, with...Work at office
- Keystone Technologies Inc in Lansdale, PA is seeking a Product Support Associate for the Product Development Team. This hybrid role focuses on delivering technical customer support, bringing new products to market, and collaborating with engineering. You will handle inbound...
$85k - $115k
Right Executive Search, LLC is helping a Wayne, PA wealth management firm find a Senior Client Service Associate. The role supports advisors serving high... ..., and client service workflows. The position offers a hybrid schedule (3 days in office) with a compensation range...Work at office$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$60k - $75k
...Overview As a Customer Success Associate (CSA), you will be accountable for managing the customer experience and satisfaction of managed services delivery to a mid-tier set of client accounts and for the overall service relationship. You will promote the continuous...Contract workLocal area- ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and... ...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
$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- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified... ...skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our...Flexible hours
- ...Job Description Job Description Customer Success Sales Associate - Learn the art of sales and customer relations! Are you passionate about technology, possess excellent communication skills, and have a strong customer engagement or sales background? Do you thrive...Hourly payWeekly pay
$85k - $115k
Wayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA Compensation Requirements: $85,000 to $115... ...plus bonus About the Opportunity Our client is a growing wealth management firm... ...the opportunity to grow alongside a successful and expanding team. In this role,...Full timeWork at office- Ursinus College in Collegeville, PA is seeking an Administrative Coordinator for the Institute for Student Success within Academic Affairs. The role provides administrative and operational support across Academic Support, Disability & Access, and Career and Professional...
$75k
...Customer Success Manager, SMB Wayne, Pennsylvania, United States, As a Customer Success... ...located in Chesterbrook, PA to work in a hybrid environment. The Day-to-Day You... ...other related field ~ Possess exceptional client management and communications skills. ~...Casual workWork at officeRemote work- BNY Mellon is looking for a Specialist in Client Processing to manage client transactions and enhance service quality. The role requires a Bachelor's degree or equivalent, with 0-3 years in financial services, emphasizing attention to detail and client relations. The position...Work at office
- MultiSource Mfg in Oaks, PA is seeking a Customer Service Specialist to serve as the bridge between customers and the production team. You will handle orders, maintain clear communication, and provide timely status updates to ensure on-time delivery. The role requires...
$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
$142.4k - $224.1k
...developing them, and in this Associate Principal Scientist role, the successful candidate will advance the company’s digital-first process... ...‑order modeling (ROM)Physics‑informed neural networks (PINNs)Hybrid mechanistic / machine learning modelsCFD‑ML surrogate models for...Full timeFor contractorsLocal areaFlexible hours- Assisting Hands of Collegeville in Collegeville, PA, is seeking a part-time, hybrid Talent Acquisition Manager to lead caregiver recruitment from sourcing through onboarding and retention. You will manage campaigns on Indeed and other platforms, respond quickly to applicants...Part timeImmediate start
- ...management, issue resolution, retention support, and operational excellence. The role blends coaching with hands-on contribution in a hybrid setting at our King of Prussia, PA headquarters. You will coach 8-15 agents, manage productivity and quality, own NPS/CSAT, use...
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