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 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'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
$56.25k - $68.25k
...Onbe is looking for a Client Support Specialist (CSS) to ensure the success of client programs by collaborating closely with the Client Support Management team... ...on improving satisfaction and health. The role is hybrid, requiring onsite work two days a week in cities like...Suggested2 days per week- 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...SuggestedFull 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...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...Flexible hours
$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...$55k
...in Whitpain Township, PA is seeking a Sales Support Specialist. This role is critical in driving sales success through proactive outreach, relationship building,... ...and possess outstanding communication skills. This hybrid position offers a base salary of $55k with potential...- ...Pennsylvania is seeking an insurance support professional to manage client accounts and deliver exceptional service under supervision.... ...with insurance concepts. The role offers competitive compensation, hybrid work options, and a comprehensive benefits package designed to...
$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...Local areaWork from homeMonday to Friday2 days per week- ...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...
- ...A leading service solutions provider is seeking an Account Specialist in Pennsylvania. The role focuses on ensuring customer needs are met, managing relationships, and resolving issues. Successful candidates will demonstrate excellent communication skills, competency in...
- 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
- J.G. Wentworth Company is looking for a Loan Negotiator to join their team in Chesterbrook, PA with a hybrid work model. The role involves managing client relationships and negotiating debt settlements, requiring excellent sales, customer service, and organizational skills...
$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...Work experience placementFlexible hours- ...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
- ...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
- ...handoffs between sales, finance, and customer success. Process improvement: Identify... ...immediate financial rewards and long-term wealth creation opportunities as you help scale... ...and parental leave 401(k) retirement plan Hybrid work from our Philadelphia office #J-1880...Contract workWork at officeImmediate startFlexible hours
- ...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
- ...Hbkswealth is seeking a Client Support Specialist in Conshohocken. This role is crucial for providing exceptional administrative support, managing client requests, and handling business operations efficiently. The ideal candidate will have a High School Diploma, with a...
- ...Educational Furniture Solutions, LLC is seeking a full-time Operational Specialist based in Collegeville, PA, offering a hybrid work model. This role involves managing operational workflows, overseeing order processes, and collaborating with internal teams to enhance customer...Full time
$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- ...ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to provide outstanding client service and operational support to Financial Advisors. This role includes coordinating onboarding, managing communications, and helping organize impactful client events. The...Work at office
- ...About The Role As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational... ...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
$69.2k - $148.2k
...Pennsylvania, responsible for managing Umbrella and Excess solutions. This role is critical in achieving renewal retention goals and offers hybrid or remote work options. Candidates should have at least 3 years of experience in P&C General Liability underwriting and possess...Remote work- ...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
- ...the review and triage of compliance and privacy investigations. This role offers a hybrid schedule and provides growth and development opportunities within the organization. The successful candidate will have a bachelor’s degree preferred and experience in corporate...
- ...sales. The ideal candidate will have experience in customer service and be proficient in Microsoft Office and CRM tools. The position offers a hybrid work environment and comprehensive benefits, including medical coverage and generous paid time off. #J-18808-Ljbffr...Work at 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...
- ...sex, national origin, disability status, protected veteran status or any other characteristic protected by law. The Sales Support Specialist plays a critical role in ensuring smooth, efficient, and scalable operations within our telecom distribution business. This...
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