Client Onboarding & Service Management Specialist II
BNY
BNY in Berwyn, Pennsylvania seeks a professional to coordinate configuration of Third‑Party Money Managers on the Managed Accounts Solutions platform. Key responsibilities include monitoring system queues and maintaining data integrity. The position requires a Bachelor's degree in Business or a related field, alongside strong time-management and communication skills. BNY values employee growth and success and offers competitive compensation and comprehensive benefits, including flexible resources, paid leave, and a robust benefits suite. #J-18808-Ljbffr BNY
- ...Customer Service Representative II Founded in 1967, ImageFIRST is the... ...scrubs, and more while managing their clients' linen inventory for cost... ...Mentor and assist in onboarding new team members by sharing... ...our associates. ImageFIRST Healthcare Laundry SpecialistsSuggestedWeekly payWork at office
- BNY Mellon in Berwyn, PA is seeking a Specialist for Client Service Management II in the Money Manager Data Team. The ideal candidate will coordinate Third Party Money Managers' configuration on the Managed Accounts Solutions platform, maintain data integrity, and manage...Suggested
$75k - $90k
Senior Client Service Associate Wayne, PA - Hybrid (3 days in office) Salary: $75,000 to $... ...the Role Our client is a growing wealth management firm based in Wayne, PA seeking a... ...and client relationship support across onboarding, account administration, and financial...SuggestedWork at officeFlexible hours$145k - $170k
...Associates is seeking a senior‑level client leader with deep experience... ...combines strategic client management with proactive business... ...assigned clients, ensuring smooth onboarding, timely communication, and a... ...across T&M’s full suite of services. Strategic Oversight: Oversee...SuggestedFlexible hoursNight shift$75k - $90k
NPAworldwide in Wayne, PA is seeking a Senior Client Service Associate to support financial advisors and serve high-net-worth... ...administrative and operational support, ensuring smooth onboarding and account management. Qualified candidates will have at least 3 years of...Suggested$90k
...advantage of all Meriplex products and services. You'll leverage your strong relationship management and technical skills to develop... ...Manage assigned client portfolio, providing exceptional... ...sales pipeline. Oversee client onboarding, ensuring a smooth transition and...- ...Job Posting A growing private family office is seeking a hands-on Staff Accountant to manage daily accounting and reporting for multiple entities. This position will oversee general ledger management, reconciliations, cash flow tracking, and monthly close, while assisting...Work at office
- ...Customer Service Team Lead 365 Retail Markets is the most... ...the responsibilities of a Client Service Specialist, the Team Lead serves as a... ...customer issues, assists with onboarding and training on new... ...regularly meets goals assigned by management. Helping Team...Worldwide
- Axia Women's Health in Bryn Mawr is seeking a Patient Services Representative (PSR) to provide exceptional customer service and support... ...locations. The PSR plays a crucial role by greeting patients and managing front-desk responsibilities, ensuring a seamless experience for...Full time
$42.5k - $126k
...Client Service Associate / Client Service Manager Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the... ...maintenance with vendors and Technology New Client Onboarding Ensure accurate completion of prospect and new...Full timeTemporary workWork at officeFlexible hoursNight shift$70k - $80k
...Senior Associate, Account Manager Vestwell is the financial technology... ...Manager to join our Employer Services team. The Account Manager... ...for retaining our top ARR clients & pooled plans and providing... ...platforms, ensuring their post-onboarding needs and inquiries are met...Work at office- ...Future and strong account management practices. At Presidio, we... ...Our team is backed by formal onboarding, world-class enablement, and... ..., provides managed services, enables actionable data insights... ...drive strategic outcomes for clients globally. For more information...For contractorsLocal area
- ...Center. We are passionate about customer service and developing long-term customer... ...motivated, results-oriented ASSISTANT STORE MANAGER - COMPUTER SERVICES . It is Micro Center... ...through inventory control Manage staffing, onboarding and training to ensure competent and...Full timeWork at officeFlexible hoursShift workAfternoon shiftEarly shift
- ...Summary In Fixed Income Service, we improve Vanguard’s ability... ...view, and informing portfolio management strategies through expert insights... .... The Fixed Income Service Specialist serves as a subject matter... ...term financial wellbeing of our clients. To lead through product and...
$120.97k
...CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water... ...facility capital projects, meet water management objectives, comply with environmental... ...senior project managers and key technical specialists as they work for clients to deliver high...Temporary workH1b- ...of legal billing practices, client engagement protocols, and the... ...collections are timely and effectively managed. Responsible for overseeing... ...Provide new collection staff onboarding training. Stay abreast of... ...) or other professional services organization. Minimum of 5 years...Full timeContract workWork experience placementWork at office
$70k - $75k
...role, you will report to the Territory Area Manager and will work closely with the Avantor's Advanced Laboratory Services professionals to serve our customers by performing... ..., and service planning. Support recruiting, onboarding, performance management, succession planning,...For contractorsWork at officeLocal areaMonday to FridayFlexible hoursShift workDay shift$18.98 per hour
A private university is seeking a General Cook II to manage food preparation and cooking at its dining facility. This role involves a variety... .... The ideal candidate should have three or more years in food service and relevant certifications. Strong communication skills and...Hourly pay- ...Solutions in Royersford, PA, is seeking a service-minded Financial Advisors Assistant to support the advisory team and clients, handling onboarding paperwork, client inquiries, and... ...detail-oriented, and proactive, capable of managing calendars, preparing meeting materials...
- Univest is seeking a Manager of Wealth Services Relationship Management in King of Prussia, PA. This role involves leading and developing a team of wealth advisors, ensuring high-quality client service while driving business growth. The ideal candidate will have strong...
$19 - $20 per hour
...Overview IST Management is seeking an Office Services Associate to join our Rosemont team in an on‑site capacity. This role is responsible for delivering high‑quality mailroom, facilities, and administrative support services within a professional office environment. The...Hourly payWork at officeLocal areaMonday to FridayNight shift$80k
...looking for a thoughtful, experienced leader to join us as our Manager of Wealth Services Relationship Management. In this role, you’ll guide and... ...through our associate program, and drive a high standard of client service across the organization. You’ll also partner...Temporary work$18 - $21 per hour
...Patient Service Rep II Axia Women's Health is the nation's largest community-based, integrated women's health network in the country... ...responsible for providing exceptional customer service while managing a variety of front-desk responsibilities. This includes scheduling...Full timeTemporary workWork at officeMonday to FridayFlexible hoursShift workAfternoon shift3 days per week- ...Role Overview The Investment Manager Services Division (IMS) at SEI seeks an Account Manager to develop, maintain, and expand client relationships within the Relationship Management... ...initiatives for effectiveness. Lead onboarding of new clients and manage key client projects...
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members... ...join our Relationship Management and Client Service team. Our primary goal is to... ...initiatives to improve effectiveness. Lead the onboarding of new clients and manage key client...
- ...Atlantic Region CBO Pre-Services Specialist The Atlantic Region Central Billing Office (ARCBO) or (CBO) provides business office services... ...including billing, collections, cash posting, pre-access management, variance, and customer service to our affiliated Universal...Work at officeLocal area
$85.37k - $128.05k
...coordination, analytical problem‑solving, and client‑facing communication to support campaign... ..., troubleshooting, and escalation management in collaboration with Operations teams.... ...Technical Account Managers to support campaign onboarding, setup, execution, optimization,...Work experience placement- ...Account Manager The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new... ...join our Relationship Management and Client Service team. Our primary goal is... .... You will lead the onboarding of new clients and manage key client...Work at officeFlexible hours
$75k - $80k
...Assistant Director of Dining Services - Newtown Square, PA Salary:... ...programs for hundreds of clients around the nation. Our restaurants... ...regulations Supports labor management, scheduling, operational... ...leadership, associate coaching, onboarding, training, and development...Local areaRemote workFlexible hours$85k - $90k
...Account Manager Classification: Full-Time, Exempt Location: Remote from anywhere in the United States Salary Range: $85,000 - $90,000 annually Department: Client Services Please read this ad thoroughly (and all the way to the end) and know we do not accept...Full timeRemote workHome officeShift work
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