Client Services Associate
1 week ago
Client Service Associate
Multi-Billion Independent Wealth Management Firm
Southeastern Chester County, PA
Overview
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Trading.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients, building and maintaining client relationships
- Participate in the growth of a dynamic, independent RIA by servicing client needs
- Strong culture of teamwork, integrity, work-life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
- Career track within Client Service and Operations, not an Advisory track
- 50 minutes from Philadelphia, 25 minutes from Wilmington
Requirements
- Bachelor's Degree
- 3+ years experience in Client Service within Financial or Tax Services
- Trading experience and investment interest is a plus
- Track record of professionalism, adaptability, attention to detail, and time management
-
Client Services Associate
2 weeks ago
West Chester, Pennsylvania, United States GemHarvest Executive Recruiting Full timeClient Service AssociateMulti-Billion Independent Wealth Management FirmSoutheastern Chester County, PAOverviewMulti-Billion dollar Independent Financial Advisory firm serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services.The Firm provides sophisticated...
-
Client Services Associate Role
2 weeks ago
West Chester, Pennsylvania, United States GemHarvest Executive Recruiting Full timeOverviewWe are seeking a highly skilled and motivated Client Service Associate to join our team at GemHarvest Executive Recruiting. The ideal candidate will have a strong background in client service, preferably within the financial industry.The successful candidate will be responsible for supporting private wealth clients and advisors by taking initiative...
-
Client Service Associate
1 week ago
Chester Springs, Pennsylvania, United States Mariner Wealth Advisors Full timeOverview If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they...
-
Client Services Scheduler
7 days ago
West Chester, Pennsylvania, United States Senior Helpers Full timeJob SummaryWe're seeking a skilled Scheduler to join our team at Senior Helpers. This role involves coordinating caregiving services for our clients, ensuring seamless care delivery and promoting independence in their homes.Core ResponsibilitiesSchedule caregivers based on client assessments and care plans.Maintain accurate records of scheduling changes and...
-
Private Wealth Client Services Specialist
5 days ago
West Chester, Pennsylvania, United States GemHarvest Executive Recruiting Full timeAbout the RoleWe are seeking a highly motivated Client Service Associate to join our team at GemHarvest Executive Recruiting.In this role, you will have the opportunity to work closely with Private Wealth Clients and Advisors, providing exceptional client experiences and driving business growth.Develop and maintain strong relationships with high net worth...
-
Client Services Manager
5 days ago
West Chester, Pennsylvania, United States Visiting Angels Full timeResponsibilities:Schedule Caregivers: Coordinate the assignment of caregivers to meet the needs of clients, ensuring that schedules are optimized and client satisfaction is maintained.Client Communication: Effectively communicate with clients and their families to understand their needs and preferences, providing regular updates and addressing any...
-
Financial Services Associate Manager
5 days ago
West Chester, Pennsylvania, United States GemHarvest Executive Recruiting Full timeOur firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.We seek a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Trading.The ideal candidate will serve as a primary lead for client onboarding and private...
-
Client Care Specialist
6 days ago
West Chester, Pennsylvania, United States 365 Health Services Full time365 Health Services:We are a dynamic and professional organization dedicated to providing exceptional in-home care services. Our team is passionate about delivering personalized care that meets the unique needs of each client.Job Description:We are seeking a skilled Home Health Support Worker to join our team. The ideal candidate will have excellent...
-
Private Client Services Manager
6 days ago
West Chester, Pennsylvania, United States Citizens Full timeAbout CitizensCitizens is a leading provider of financial services, dedicated to helping individuals and businesses achieve their goals. Our mission is to deliver exceptional customer experiences through our client-centric culture, continuous improvement mindset, and commitment to excellence.Job SummaryWe are seeking an experienced Private Client Services...
-
Client Relationship Manager
15 hours ago
West Chester, Pennsylvania, United States Citadel Federal Credit Union Full timeJob Summary:Citadel Federal Credit Union is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a key member of our Wealth Management department, you will play a vital role in supporting the growth and development of our client relationships.About the Role:This is an exciting opportunity for someone who is...
-
Client Service Professional
2 days ago
West Chester, Pennsylvania, United States Staffmark Full timeA career opportunity for a skilled Customer Service Representative has arisen at Staffmark. We are working with a renowned company in the real estate sector that offers innovative lockbox solutions.About Our ClientOur partner is committed to providing superior customer experiences through its cutting-edge technology and dedicated support team.Main...
-
Client Experience Coordinator Lead
5 days ago
West Chester, Pennsylvania, United States GemHarvest Executive Recruiting Full timeJob OverviewWe are seeking a skilled Client Service Associate to join our team at GemHarvest Executive Recruiting.This role offers a unique opportunity to provide exceptional client experiences and drive business growth in a collaborative environment.Serve as a primary point of contact for client onboarding and private wealth client services.Build and...
-
Healthcare Services Associate
3 days ago
West Chester, Pennsylvania, United States Pennsylvania Medicine Full timeClinical Services Associate Role OverviewClinical Services Associates play a vital role in the delivery of high-quality patient care at Pennsylvania Medicine. Their primary responsibilities include assisting physicians, maintaining accurate patient records, and ensuring adherence to infection control protocols. They also perform administrative tasks, such as...
-
Customer Service Associate
1 week ago
West Chester, Pennsylvania, United States Raising Cane's Chicken Fingers Full timeStarting hiring pay at: $15.5 As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be responsi Customer Service, Associate, Customer Experience, Service, Weekend, Retail
-
Client Relationship Manager
5 days ago
West Chester, Pennsylvania, United States Citadel Federal Credit Union Full timeWe're Looking for a Team Player!Citadel Federal Credit Union is seeking a detail-oriented Investment Associate to assist in administering, marketing, and growing client relationships. As a key member of our team, you will work closely with Advisors to enhance and grow their business.ResponsibilitiesBuild and foster strong client relationships through...
-
Lead Service Associate
2 weeks ago
West Chester, Pennsylvania, United States Rite Aid Full timeRite Aid Corp. - 1307 Phoenixville Pike [Retail Associate / Team Member] As a Service Associate at Rite Aid Corp., you'll: Provide excellent customer service by assisting customers with their shopping needs, answering customer inquiries, and resolving customer complaints; Engage with customers in a friendly and efficient manner while completing customer...
-
Hospitality Services Associate
3 days ago
West Chester, Pennsylvania, United States Twin Peaks Full timeJob TitleWe are seeking a highly motivated Hospitality Services Associate to join our team at Twin Peaks. As a Hospitality Services Associate, you will be responsible for ensuring the highest levels of cleanliness and organization throughout our restaurant. Your duties will include:Performing daily cleaning tasks, such as sweeping, mopping, and...
-
Customer Service Associate
6 days ago
West Chester, Pennsylvania, United States Kroger Full timeWe are looking for a highly skilled and experienced customer service associate to join our team. As a customer service associate, you will be responsible for creating an outstanding customer experience through exceptional service.Our ideal candidate is someone who is passionate about delivering top-notch customer service, has excellent communication skills,...
-
Environmental Services Associate
3 days ago
West Chester, Pennsylvania, United States SBM Management Services Full timeAbout the RoleThe Custodian is a vital member of our team, responsible for ensuring the cleanliness and sanitation of all assigned areas. This role requires a high level of attention to detail, strong communication skills, and the ability to work effectively in a team environment.As a Custodian, you will perform a variety of tasks including janitorial...
-
Service Desk Associate
1 day ago
West Chester, Pennsylvania, United States Staffmark Full timeStaffmark is recruiting a diligent Customer Service Representative to work with a forward-thinking company in the real estate industry. Our client excels in offering secure and intelligent lockbox solutions.Our Partner OverviewThe company values long-term relationships with its clients and strives to exceed their expectations through exceptional...