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  •  ...We're seeking a future team member for the role of Specialist, Client Processing Representative - Wealth Services to join our Wealth...  ...Pennsylvania Process a high volume of client transactions and account-related requests in accordance with established procedures; monitor... 
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    Work at office
    Worldwide
    Flexible hours

    BNY

    Devon, PA
    2 days ago
  •  ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and...  ...individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of... 
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    Work experience placement
    Worldwide
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    BNY Mellon

    Devon, PA
    3 days ago
  • 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... 
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    BNY

    Devon, PA
    2 days ago
  • Specialist, Client Processing, Wealth Services Location: Berwyn, Pennsylvania (in office) Responsibilities Process a high volume of client transactions and account-related requests in accordance with established procedures; monitor queues and meet service level expectations... 
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    Work at office
    Flexible hours

    BNY Mellon

    Devon, PA
    3 days ago
  • Vice President in Client Service Management As a senior point of contact, you will serve as a primary liaison between clients and the...  ...client growth and success. Skills and Experience 5‑7 years of related work experience in institutional financial services. Strong... 
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    Work experience placement

    BNY

    Devon, PA
    2 days ago
  • Job Description BNY is looking for a proactive Client Service professional who brings curiosity, resilience, and a bias for action to...  ...to a specialized client base. Provide clients with information related to BNY Mellon’s products and services across multiple lines of... 
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    Work experience placement
    Worldwide
    Flexible hours

    BNY

    Devon, PA
    14 hours ago
  •  ...President, Program and Project Management to lead onboarding and related projects within Managed Account Solutions from Berwyn, PA. You’...  ..., Product, and Operations teams to ensure outcomes align with client expectations and internal requirements. You’ll drive project... 
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    BNY Mellon

    Devon, PA
    4 days ago
  • Magis Capital Partners LLC is seeking an Associate, Firm Implementations to drive onboarding and execution for clients adopting the Insurance Exchange (iX) platform. You will coordinate cross-functional teams, manage multiple implementation workstreams, and deliver positive... 
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    Magis Capital Partners LL

    Devon, PA
    1 day ago
  • 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... 
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    Jobtailor

    Devon, PA
    1 day ago
  • BNY Mellon is looking for a Specialist in Client Processing to manage client transactions and enhance service quality. The role requires...  ...financial services, emphasizing attention to detail and client relations. The position offers a competitive compensation package and... 
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    BNY Mellon

    Devon, PA
    4 days ago
  •  ...Services Location: Berwyn, Pennsylvania Responsibilities Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients, including daily maintenance trading, across-the-board order generation, and drift analysis. Management and periodic... 
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    Flexible hours

    BNY

    Devon, PA
    1 day ago
  • 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... 
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    BNY Mellon

    Devon, PA
    3 days ago
  • 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... 
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    BNY

    Devon, PA
    4 days ago
  •  ...Construction Company, located in Devon, Pennsylvania, is seeking a Project Manager. The role requires managing relationships with clients while ensuring the success of assigned projects. Responsibilities include overseeing resource allocation, ensuring quality of work,... 
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    Wohlsen Construction Company

    Devon, PA
    1 day ago
  • 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... 
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    BNY

    Devon, PA
    2 days ago
  •  ...customers, ensuring profitability for the bank's programs. The ideal candidate will have a BA/BS and at least 5 years of experience in a related field. Excellent communication and project management skills are critical for success in this role. Benefits include a dynamic work... 

    First National Bank

    Devon, PA
    4 days ago
  • Wohlsen Construction, based in Devon, PA, is looking for a Project Executive with healthcare experience to manage client relationships and oversee project success. The role requires strong leadership skills to guide project teams and ensure all contractual obligations... 

    Wohlsen Construction

    Devon, PA
    4 days ago
  • 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... 

    BNY

    Devon, PA
    14 hours ago
  • Wohlsen Construction Company is seeking a Project Executive with healthcare experience to manage client relationships and ensure project success. You will oversee project teams and resources, fostering a collaboration that aligns with our core values. This role emphasizes... 

    Wohlsen Construction Company

    Devon, PA
    1 day ago
  •  ...within Managed Solutions. The role emphasizes operational investment management, SMA platforms, and model/delivery tasks to strengthen client relationships. Responsibilities include order generation, data delivery for UMA, model reconciliation, and resolving trade errors.... 

    Jobtailor

    Devon, PA
    1 day ago
  • Envestnet is hiring a Product Solutions Engineer for the Tamarac Product Solutions Engineering team. You will collaborate with clients on project-based work, define scope for onboarding, and help prioritize features for client adoption. You will work with multiple internal... 

    Envestnet

    Devon, PA
    3 days ago
  •  ...CORPORATION in the United States is seeking a senior trading operations leader to support and maintain production trading for multiple clients. You will function as a subject matter expert interfacing daily with Front Office Trade Management staff and lead a team to meet... 

    STATE STREET CORPORATION

    Devon, PA
    3 days ago
  •  ...Client Relations Liaison The Client Relations Liaison (CRL) plays a key role in cultivating, maintaining, and strengthening relationships with our business clients. This position requires a highly professional individual with exceptional attention to detail, strong... 
    Flexible hours

    Phillips & Cohen Associates

    Wilmington, DE
    5 days ago
  • Phillips & Cohen Associates is seeking a Client Relations Liaison in Wilmington, DE to cultivate and strengthen relationships with business clients, manage multiple projects, and ensure client satisfaction in a highly regulated environment. You will engage in meetings... 

    Phillips-&-Cohen-Associate

    Wilmington, DE
    2 days ago
  • $75k - $85k

     ...trust accounting software. Responsibilities include managing trust administration tasks, providing excellent service to high-net-worth clients, and coordinating with internal teams. The position offers a hybrid work model and a competitive salary between $75,000 and $85,000... 

    Franklin Templeton

    Wilmington, DE
    2 days ago
  •  ...Corporation in Wilmington, Delaware is seeking a professional for Global Capital Markets trust administration, focusing on high net-worth clients. Responsibilities include maintaining client relationships, processing transactions, and ensuring compliance with company standards... 
    Hourly pay

    M&T Bank Corporation

    Wilmington, DE
    3 days ago
  •  ...and all emergency services work with the Assistant Supervisor and Coordinator. You will manage projects, oversee estimating, and drive customer relations with all stakeholders to ensure timely and quality outcomes across restoration efforts. #J-18808-Ljbffr iicrc-careers

    iicrc-careers

    Richboro, PA
    1 day ago
  •  ...Representative to support agents, manage administrative duties, and help acquire and retain customers. The role emphasizes customer relations, sales aptitude, and flexible support in a fast-paced environment, with prospecting and marketing input to drive growth and income... 
    Remote job
    Work at office
    Flexible hours

    Will Anderson - State Farm Agent

    Thorndale, PA
    3 days ago
  • $15k

     ...nursing services to Community, Campus, and Vocational program clients. The LPN/RN will serve as a nursing expert and guide staff to implement...  .... Attending residents’ meetings as needed, Provides health related update to team and family as appropriate. Communicating with... 
    16 hours
    Full time
    Part time
    Relief
    Flexible hours
    Night shift
    Weekend work
    Weekday work

    Devereux Advanced Behavioral Health

    Devon, PA
    1 day ago
  •  ...Your Opportunity Manage Wohlsen’s relationship with each assigned client, ensuring satisfaction and fostering long‑term partnerships....  ...other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to,... 
    Contract work
    For subcontractor

    Wohlsen Construction Company

    Devon, PA
    1 day ago