Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding & Service Management Specialist II in Berwyn, PA vacancy
  • 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

    BNY Mellon

    Berwyn, PA
    2 days ago
  •  ...Job Posting A growing private family office is seeking a hands-on Senior 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... 
    Suggested
    Work at office

    Gateway Search Associates Inc

    King of Prussia, PA
    5 days ago
  •  ...Manager, HR Client Services Company: XpanseHR Department: HR Client Services Reports To: Director, Operations & Strategic Initiatives...  .... In this role, you can expect: ~Structured onboarding and training on XpanseHR processes, client standards, and... 
    Suggested
    Full time
    Work at office
    Local area

    XpanseHR, Inc

    Radnor, PA
    2 days ago
  • $93.7k - $177.68k

     ...our products, education, and services, MedInsight is making an...  ...for healthcare cost and care management. MedInsight has been ranked...  ...Payer Quality Analytics by clients for the last three years in...  ...Support teams to ensure smooth onboarding, delivery, and issue resolution... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Remote work
    Flexible hours

    Milliman

    Berwyn, PA
    5 days ago
  • $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...  ...sales pipeline. Oversee client onboarding, ensuring a smooth transition and... 
    Suggested

    Meriplex Communications

    Wayne, PA
    2 days ago
  • The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Program Management Office...  ...is hiring a Senior Project Manager to drive execution of client onboarding and conversion programs. This position leads end‑to‑end delivery... 
    Work experience placement
    Work at office

    181 SEI Global Services, Inc.

    Oaks, PA
    3 days ago
  • 181 SEI Global Services, Inc. is seeking a Senior Project Manager for the Investment Manager Services Division. This role involves leading client onboarding and conversion programs, facilitating multi-team collaboration, and ensuring project quality and timeliness. Candidates... 

    181 SEI Global Services, Inc.

    Oaks, PA
    3 days ago
  •  ...specialty pharmacy and healthcare services organization, is seeking a Relationship Account Manager for our Berwyn, PA location....  ...this role will be strategic and client-facing, responsible for...  ...New Client Installations: Lead onboarding and implementation of new clients... 
    Contract work
    Work at office
    Local area
    Worldwide
    Monday to Friday
    3 days per week

    AscellaHealth LLC

    Berwyn, PA
    4 days ago
  • SEI in Oaks, Pennsylvania is seeking an Investor Services Supervisor to oversee the onboarding of investors and ensure compliance with regulations. This role involves generating investor reporting, managing client communications, and facilitating daily wire activities.... 

    SEI

    Oaks, PA
    1 day ago
  •  ...Description Job Description A day in this role Picture your morning: you review the schedule, load up parts, and head to a client site within our service radius, 2 hours. By mid-morning you’re performing preventive maintenance on rooftop units; after lunch, you’re... 
    Day shift

    10X Workforce

    King of Prussia, PA
    10 days ago
  •  ...employees Responsible for the safety of all Cast House employees Will be the site SPA for Molten Metal Responsible for performance management evaluation process for the Cast House employees, both salaried and hourly Willingness and ability to hold subordinates... 
    Hourly pay
    Local area

    NPAworldwide

    Wayne, PA
    1 day ago
  • $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 administrative and client relationship support, ensuring exceptional service to high-net-worth clients... 

    Right Executive Search, LLC

    Wayne, PA
    1 day ago
  •  ...Emergency Service Head BluePearl Pet Hospital in Malvern, PA is...  ...side with our ER clinicians, specialists, and leadership team. The...  ...Service Head, you will: Manage the schedule for all ER Clinicians...  ...care, medical protocols, and client service levels. Stay... 
    Full time
    Temporary work
    Internship
    Local area
    Flexible hours

    BluePearl Pet Hospitals

    Malvern, PA
    5 days ago
  • $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...  ...our associate program, and drive a high standard of client service across the organization. You'll also partner closely... 
    Temporary work

    Univest Financial Corporation

    King of Prussia, PA
    5 days ago
  • $42.5k - $126k

     ...Enhancement is an independent wealth management firm with an endless passion...  ...enriching the lives of our clients. We continually seek to...  ...and investment management services to over 90,000 households...  ...vendors and Technology New Client Onboarding Ensure accurate completion... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    Night shift

    Wealth Enhancement Group

    Malvern, PA
    4 days ago
  • $126.73k

     ...civil works mission. CDM Smith, a full-service firm, has served USACE for over 30 years...  ...in developing decision support and data management systems. The successful candidate will foster...  ...for flexible work options. As a Client Service Leader (CSL), you will collaborate... 
    Full time
    Work experience placement
    For subcontractor
    H1b
    Work at office
    Remote work
    Flexible hours

    CDM Smith

    Wayne, PA
    5 days ago
  • $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 time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Afternoon shift
    3 days per week

    Axia Women's Health

    King of Prussia, PA
    1 day ago
  •  ...Description Nemours is seeking a Lead Patient Service Rep. Primary Function # The...  .... The Lead PSR reports to the Office Manager any deficiencies on issues related to the...  ...essential functions as delineated in the PSR II job description. # Participates in the... 
    Work at office

    Nemours Children's Health

    Paoli, PA
    3 days ago
  • Summary The Servicing Compliance Manager is a senior-level leadership position responsible for overseeing...  ..., escrow analysts, loss mitigation specialists, collections staff, and customer...  ...representatives. Conduct new employee onboarding training on servicing compliance... 
    Work at office
    Local area
    Relocation

    Tammac Holdings Corp

    Wayne, PA
    1 day ago
  •  ...the life insurance, financial services, and protection industries....  ...the financial futures of their clients. At iPipeline, you’ll play a...  ...a team of Customer Success Managers (CSMs) responsible for driving...  ...operational rigor across customer onboarding, adoption, technical... 
    Flexible hours

    iPipeline

    Wayne, PA
    4 days ago
  • 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... 

    Univest

    King of Prussia, PA
    2 days ago
  •  ...Client Service & Operations Associate Location: Radnor, PA (In-office) Compensation Range: Competitive base...  ...initial training period and successful onboarding Join Our Team at Eclipse Private Wealth Management - Managing meaningful wealth brings both complex... 
    Full time
    Work at office

    Sanctuary Wealth Group, LLC

    Broomall, PA
    3 days ago
  •  ...Account Manager I (Hybrid) Our not-so-secret sauce. Award-winning, inclusive, Top...  ...different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA)....  ...America, we combine the personalized service model of a local consultant with the global... 
    Local area
    Night shift

    Marsh LLC

    King of Prussia, PA
    4 days ago
  •  ...Account Manager I (Hybrid) Our not-so-secret sauce. Award-winning, inclusive, top workplace...  ...and how you can thrive as a private client advisor at Marsh McLennan Agency (MMA)....  ...North America, we combine the personalized service model of a local consultant with the... 
    Local area
    Night shift

    Mercer France

    Wayne, PA
    4 days ago
  • $115k - $160k

     ...Description The KM Legal Research Manager serves as the day-to-day...  ...fosters a collaborative, service-oriented team culture and serves...  ...staffing recommendations, onboarding new team members, and managing...  ...tight deadlines, and evolving client needs. Communication and... 
    Full time
    Contract work
    Work at office
    Shift work

    Fox Rothschild

    Exton, PA
    8 days ago
  •  ...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 office
    Flexible hours

    SEI Investments

    Mont Clare, PA
    5 days ago
  •  ...Enterprise Account Manager - Healthcare Radnor, PA Why Relay Network Relay Network...  ...through critical moments including onboarding, care management, and adherence in ways...  ...outcomes. We serve more than 100 enterprise clients and more than 60 million end users. Our... 
    Contract work

    Relay Network

    Radnor, PA
    2 days ago
  • $20.79 - $26.4 per hour

    171156 Job Description Position Summary Support the service and tire team under the direction of the Manager, Store Service. Assist in driving sales across service labor, parts, tires, and fleet business and you provide essential selling and task support by partnering... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Local area
    Night shift
    Weekend work

    Pep Boys

    King of Prussia, PA
    7 days ago
  •  ...Chick-fil-A is the fastest growing Quick Service Restaurant in the nation Chick-fil-A...  ...team at Chick-fil-A . This "hands-on" management opportunity is designed to give you a career...  ...team members and leaders Overseeing onboarding & new-hire processes Building high... 
    Immediate start

    Cooper Connect

    King of Prussia, PA
    2 days ago
  •  ...Policy Services Assistant Location: Wayne, PA, US Job Type: Full-Time Work Mode: Hybrid Job Level: Professional Job...  ...Employment Type: Regular Area of Expertise: Operations & Product Management Description: Location: ~ Hyrbid role. Office in Wayne,... 
    Full time
    Work at office

    Hartford Steam Boiler Inspection and Insurance Company

    Wayne, PA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding & Service Management Specialist II. Be the first to apply!