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
- ...Client Support Specialist SEI's Wealth business is seeking a Client Support Specialist to join our Sales and... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles,... ...we're (literally) invested in your success. We offer our employees paid...SuggestedFlexible hours
- ...strategies. As a Senior Specialist on the Advised Wealth Management Strategies team... ...guidance with evolving client needs and business priorities... ...chance for investment success. If you’re passionate about... ...Vanguard has implemented a hybrid working model for the majority...SuggestedWork experience placement
- ...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...SuggestedFull timeTemporary workWork experience placement
- 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
$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- ...Collections professional to assist business clients with billing inquiries, ensuring accurate... ...a stable income from day one. With a hybrid model, you'll enjoy work-from-home benefits... ...training is provided to prepare you for success. Join a supportive team focused on professional...Work from home
- 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
- ...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
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...Champion and support your teammates’ success and the goals of the bank, while fostering...
- ...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
- ...finance industry together. Schwab Wealth Advisory is a fee based , non... ..., and retaining virtual client relationships while helping deliver... ...and long ‑ term relationship success. Through our Wealth Management... ...to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-...Work at office
$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 week- ...Sales Executive focused on driving new client engagement across banking, wealth management, and asset management... ...preferred.Proven track record of successful proactive lead generation and sales... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles,...Flexible hours
- ...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
$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...Flexible hours- ...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
- ...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
$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$200k
...Claims Consultant - Surety (Hybrid) Our employees are at the heart of what we do: helping people, businesses and society prosper in... ...love working for Intact! Our Values are foundational to our success at Intact. You'll make a difference every day when you live our...Full timeFor contractorsWork at officeFlexible hours$60.5k - $81.5k
...ready to help us redefine what exceptional client service looks like? Join our team of “... ...give them the best chance for investment success.” Our Client Service Excellence Center associates... ...be remote once you complete our required hybrid licensing and training program. This role...Remote work- 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...
- 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...
- Bank of America in Wayne, Pennsylvania is seeking a motivated professional to provide client service support to Financial Advisors. The role involves educating clients on banking offerings and ensuring operational excellence by maintaining accurate client materials and...Work at office
- 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
- ...of personal lines insurance. Responsibilities include educating clients, processing new business, and maintaining customer relations.... ...have a minimum of three years of experience. The position will transition to a hybrid schedule after training. #J-18808-Ljbffr Univest
- ePlus Inc in King of Prussia, PA is looking for a Customer Success Associate (CSA) responsible for managing customer satisfaction for a set of client accounts. The role involves promoting service quality and retention while facilitating effective communication and relationship...
- ...Associate attorney in King of Prussia, PA. The successful candidate will handle complex litigation matters, advocate for clients in court settings, and work independently... ...particularly in insurance defense. The firm offers a hybrid work environment, emphasizing strong...
$74k - $84k
...of products and services to prospects and clients for the purpose of winning new business.... ...give them the best chance for investment success. That starts with you. As a Sales Consultant... ...We Work Vanguard has implemented a hybrid working model for the majority of our crew...Hourly payWork experience placement- ...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...Remote workFlexible hours
$48k - $58k
About the Role The Hybrid Retention Specialist plays a critical revenue‑protection role in handling customer cancellation requests and preventing... ..., account management, customer retention, or customer success. Demonstrated ability to handle objections, de‑escalate difficult...Contract workWork at officeLocal area
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