Search Results: 19,602 vacancies

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation... 
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Part time
Work from home
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Flexible hours

UBS

Conshohocken, PA
4 days ago
Full Time Hybrid Position SUMMARY: The Client Success Manager (CSM)/Inside Sales Representative will be responsible for building and nurturing...  ...and group meetings, service/product demonstrations, association networking, channel partners, events, outbound calling activities... 
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Full time
Local area
Remote job
Flexible hours

Lexitas

Newtown, PA
1 day ago
Job Description Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are...  ..., distributions, etc. Update client data and relationship management systems. Prepare investment review materials and... 
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Work experience placement

gpac

King of Prussia, PA
2 days ago
Job Description Job Description Position Client Relations Associate Job Description Full-time (in-office) associate position for an institutional...  ...notifications relating to the hiring of a new investment manager. This process requires the Client Relations Associate to... 
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Holiday work
Full time
Temporary work

IPS, LLC

Newtown, PA
5 days ago
 ...bit about us: We are looking for an experienced and client-focused Senior Client Services Associate to join our clients financial services firm. The Senior Client Services Associate will be responsible for managing client relationships, providing exceptional service,... 
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Permanent employment
Full time

Jobot

King of Prussia, PA
3 days ago
 ...finance market helps us build long term relationships with our clients which deliver sustainable results and has allowed us to become...  ...revenue opportunities. Support the commercial development and management of designated client accounts. Coordinate and facilitate with... 
Suggested
Flexible hours

NSM Insurance

Conshohocken, PA
5 days ago
 ...Description: As a member of the Admin Solutions team, the Client Service Manager (CSM) is responsible for the successful management of our clients...  ...; * Lead and manage regularly scheduled meetings associated with the project; * Assist with special projects as determined... 
Suggested
Work experience placement

Clark Insurance

Conshohocken, PA
2 days ago
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an...  ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer... 
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Local area

Morgan Stanley

Conshohocken, PA
4 days ago
 ...well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals,...  ...clients and is looking for a Client Services Associate to provide administrative and operational support... 
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Local area
Remote job

Simplex

Fort Washington, PA
2 days ago
About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory...  ...well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024. Position: An Advisor team?within our... 
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Local area

Rockefeller Financial

Bridgeport, PA
3 days ago
 ...these essential functions._ + Provides client assistance and customer service on day to...  ...services sector + Proven relationship management experience + Demonstrated project...  ...provides equal employment opportunities to all associates and applicants for employment without... 
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Local area

Ascensus

Philadelphia, PA
5 days ago
 ...Advance the cause of men’s health. Improve lives. With over 70 clinics nationwide and a growing client base, Ageless Men’s Health is looking for a Client Relations Manager (CRM) to create and nurture long term relationships with patients in our King of Prussia clinic location... 
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Full time
Night shift

Ageless Mens Health

King of Prussia, PA
5 days ago
 .... Job Description : JOB SUMMARY This job is responsible for managing a book of business and the business relationship as a strategic...  ...new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on... 
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For contractors
Local area

Highmark Health

Blue Bell, PA
3 days ago
GLG is seeking Senior Associates for our healthcare focused Client Solutions team who have a strong interest in excelling at best-in-class client service...  ...at the world's top corporations, investment firms, management consultancies, and non-profits - connecting them with... 
Suggested
Holiday work
Work experience placement
Local area
Flexible hours
Afternoon shift

GLG

Philadelphia, PA
2 days ago
On-Board Companies is Hiring for a Client Service and Sales Manager! Position Details: Position Type: Full Time, Direct Hire Job Location: Remote + 70% Travel, can be based out of a Mid-Atlantic Metro Market or Chicago Preferably Benefits: Comprehensive- Medical... 
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Remote job
Holiday work
Permanent employment
Full time
Temporary work
Flexible hours
Night shift

On-Board Companies

Philadelphia, PA
4 days ago
 ...the ordinary, working with extraordinary clients spanning every industry, regardless of...  ...your success! The Role: Experienced Associates with our Alternative Investment Funds...  ...Strong organizational skills and ability to manage competing priorities; Self-starter... 
Full time
Local area

Andersen

Philadelphia, PA
3 days ago
 ...the ordinary, working with extraordinary clients spanning every industry, regardless of...  ...Private Client Services practice, Senior Associates participate in the tax planning, consulting...  ...and review tax returns as well as manage the work product of Experienced Associates... 
Full time
Work experience placement
Private practice
Local area

Andersen

Philadelphia, PA
4 days ago
- We are seeking experienced sales executives to lead the growth of expandinganalytical equipment services business in the Greater Eastern PA - NJ Metro Region. - We have current openings in our Blue Bell, PA and Edison, NJ offices. - A successful candidate...

System One Holdings, LLC

Blue Bell, PA
1 day ago
 ...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of...  ...operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships... 
Full time
Seasonal work
Shift work

Bank of America Corporation

Philadelphia, PA
25 days ago
 ...the center of a rapidly growing global asset management firm. The Senior Compliance Manger will be part of the client solutions compliance team and will play an integral...  ...and marketing materials, managing compliance associates, and supporting the compliance program of the... 
Flexible hours

Macquarie

Philadelphia, PA
3 days ago