Client Service Specialist
BNY Mellon
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 client services. Candidates should possess a Bachelor's degree preferred, 3-5 years of relevant experience, strong communication, and organizational skills. Excel proficiency is a requirement. Join BNY Mellon and help shape the future of finance. #J-18808-Ljbffr
- ...BNY Mellon in Berwyn, PA is seeking a Senior Specialist, Client Operations to join our Client Service team. The role focuses on resolving complex client issues and ensuring timely service delivery in a high-touch environment. You will work with external clients, analyze...Suggested
$20.43 - $32.31 per hour
...Client Services Specialist Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in...SuggestedHourly payFull timeWork experience placementBank staffWork at officeLocal areaWork from homeWork visaMonday to FridayFlexible hours- RH is seeking a Client Services Associate to provide exceptional luxury client service in our gallery and support center. You will greet clients, answer questions, and connect them with the right Associates based on their needs. You will also communicate via in-gallery...Suggested
- ...You will answer emails and calls, applying policies to resolve client issues and escalate when needed. You will collaborate across teams... ...expectations, and document updates in our system. Strong communication and service focus are essential. #J-18808-Ljbffr TEKsystemsSuggestedContract work
- BNY is seeking a proactive Client Service professional to support complex client interactions and build trusted relationships with external clients. Based in Berwyn, PA, you will work within the Managed Account Solutions team to deliver exceptional service to sophisticated...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...Flexible hours
- 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...
- TEKsystems is seeking a Bilingual Client Services Coordinator (English/Spanish) for our King of Prussia, PA corporate office. This contract-to-hire role is four days onsite and one day remote, with a Monday-Friday schedule from 11:00 AM to 8:00 PM. You will be the primary...Contract workWork at officeRemote workMonday to Friday
- 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
$73.4k - $183.6k
Position Summary The Client Transition Specialist supports client transition activities related to IQVIA next-generation data assets. This role serves... ...and resolve routine client inquiries and first-line service issues. Escalate complex items to appropriate support teams...Full timePart timeWork at officeImmediate startWorldwide- 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'...Flexible hours
- BNY Mellon is seeking a Senior Specialist, Client Operations to join our Client Service team in Berwyn, Pennsylvania. The role focuses on resolving complex client issues and guiding external clients to the right resources within the firm. You will leverage deep knowledge...
- ResponsibilitiesLead, coach, and develop a team of approximately 15 client representatives, creating a culture of accountability,... ...development and growth.Oversee daily contact center operations, ensuring service levels, operational objectives, and client experience standards...Full timeWork at office
- ...Client Processing Representative Wealth Services At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of...Work at officeWorldwideFlexible hours
- ...Client Service Specialist II Aon is looking for a Client Service Specialist II in our Fort Washington, PA office. This position will support Aon Affinity Commercial Solutions and will be 100% remote. What the day will look like: Support the Account Executives on assigned...Work experience placementWork at officeRemote work
- ...-from-home options and the chance to grow professionally. Key responsibilities include conducting virtual consultations, assessing client needs, and cultivating long-lasting relationships. Ideal candidates are passionate, dependable, and adaptable. This role provides industry...Remote workWork from homeFlexible 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...
- ...Client Services Representative A Client Services Representative researches and resolves issues and concerns for clients and Sales related to all Hibu products. A representative provides accurate information regarding company products and processes, partners with clients...
- ...Representative, you'll serve as a trusted resource for both new and existing customers. You'll help maintain strong client relationships, provide exceptional service, and identify opportunities to better protect customers through GEICO's insurance products....Work at officeLocal areaFlexible hours
- ...fintech leader in Wayne, Pennsylvania, is seeking a qualified Client Advisor to drive new business and deepen client relationships.... ...technology and human connection with a strong focus on client service. Ideal candidates will have at least two years of relevant experience...
- SEI seeks a Client Service Specialist (Account Manager) in its Investment Manager Services division. You will be the primary daily contact for Hedge Fund clients, supporting SEI’s workflow and Geneva systems, while explaining processes over calls and meetings. You will...
- Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients Management and periodic reconciliation of SMA manager models Delivery and management of UMA (Model Only) data to manager sponsor relationships Trade error analysis and resolution Requirements...
- ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experiencecoordinating onboarding, managing communications...Work experience placementWork at office
$90k - $120k
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust... ...Trust Officer for CITs you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion...Full timeFlexible hours- ...SEI’s Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting advisors and firms within the Independent... ...foundation in sales, client experience, and the financial services industry. As a Client Support Specialist, you will serve...
- BNY in Berwyn, PA seeks a Vice President in Client Service Management to act as a senior liaison between clients and the organization, shaping world‑class service across multiple products and influencing internal stakeholders. You will resolve complex issues, partner with...
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a... ...Collective Investment Trust Admin team. As a Specialist, you will be responsible for... ...communicate with appropriate internal teams or client teams to resolve open issues and questions...Flexible hours
- ...Medical Solutions is looking for a highly organized, customer-focused Client Operations Specialist who thrives in a fast-paced manufacturing environment and takes pride in delivering exceptional service. In this role, you will be a key connection point between our...Work at officeShift work
$84k - $92k
...UHNW Client Relationship Manager In this role, you will: # Serve as the initial contact for UHNW clients, resolving complex account... ...Relationship Managers. # Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions...Hourly payWork experience placement$20 - $21.63 per hour
...Client Support Specialist - Accounts Payable Operations Corpay is currently looking to hire a Client Support Specialist - Accounts Payable Operations... ...tasks, data entry, issue resolution, and day-to-day client service requests. This is a great opportunity for someone who...Hourly payCurrently hiringWork at officeLocal areaRemote work1 day per week
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