Client Services Manager

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive....

At MTS Pro Services, we're seeking a seasoned professional to lead our client relationships and drive growth. As a key member of our team, you'll foster strong connections with our IT Managed Services clients, understanding their unique needs and delivering tailored solutions.Key Responsibilities:Cultivate strategic relationships with clients through a...

An excellent opportunity has arisen with Macquarie Asset Management to join the Client Solutions Group as an Associate/Manager, Institutional Client Account. This team is responsible for facilitating all client needs, onboarding of new client accounts (including institutional separate account clients and clients that invest in pooled vehicles), delivery of...

Position Summary:The Case Manager provides trauma-informed case management support to participants in various emergency housing, Safe Haven, and supportive housing programs. In addition, the Case Manager provides direct service links to external resources necessary to establish safe, permanent housing and supports to end the participant’s homelessness. All...

Job DescriptionJob DescriptionWe are inviting applications for the role of a Client Services Administrator based in Philadelphia, Pennsylvania. This role lies within the financial services industry and involves working with a wealth management team. The successful candidate will be responsible for providing top-tier client service, executing administrative...

Job OverviewWe are seeking a Client Service Associate to support our Wealth Management team in Philadelphia, PA. As a Client Service Associate, you will assist an independent advisor team with investment advisory and financial planning for high-net-worth clients and corporate executives.Key ResponsibilitiesAccount Management: Prepare account opening...

H&P are excited to be working with an established PE firm, looking for a Client Services Associate. They will play a key role in managing and expanding client relationships, particularly within the firms credit arm. The successful candidate will oversee a portfolio of 50-100 fundless sponsors, focusing on client engagement, outreach, and new business...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The...

H&P are excited to be working with an established PE firm, looking for a Client Services Associate. They will play a key role in managing and expanding client relationships, particularly within the firm’s credit arm. The successful candidate will oversee a portfolio of 50-100 fundless sponsors, focusing on client engagement, outreach, and new business...

Supervise Job Developers, Quality Assurance Specialist, and Client Manager Assistant. Monitor and coordinate new Job Developers, Quality Assurance Specialist, and Client Manager Assistant orientation and training. Monitor and coordinate Job Developer Manager, Quality Assurance, Service, Management

Supervise Job Developers, Quality Assurance Specialist, and Client Manager Assistant. Monitor and coordinate new Job Developers, Quality Assurance Specialist, and Client Manager Assistant orientation and training. Monitor and coordinate Job Developer Manager, Quality Assurance, Service, Management

Job DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

Role : Client Services Specialist Location : Philadelphia, PA Job Type : Full Time, On-site Pay Rate: $20-22/hour Internal Job ID: An Addison Group client is looking for a Client Services Specialist to join their team in Philadelphia, PA! Responsibilities : - Collaborate with client services coordinators to create action plans for filling open...

BAYADA is looking for a Client Services Associate to join our Habilitation (I/DD Services) office in Philadelphia, PA! Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people's lives while you grow your career and learn the business? We're BAYADA Home Health Care and we believe that our clients and...

Client Service RepresentativeWe are seeking a highly skilled and customer-focused Client Service Representative to join our team at VCA Animal Hospitals. As the face of our practice, you will be responsible for providing exceptional service to our clients and their pets.Key Responsibilities:Provide exceptional customer service to clients and their...

**Seeking a Client Service Representative!** Location: 226 S. 20th Street, Philadelphia, PA 19103 VCA Cat Hospital of Philadelphia are looking to add full time Client Service Representative to the team! Our AAHA-accredited facility has been helping felines live long and healthy lives for more than 40 years. We deliver the best medical care for cats and the...

About the RoleAs a Client Services Supervisor at Canon Solutions America, Inc., you will be responsible for overseeing all on-site business activities for a specifically assigned customer account. Your key responsibilities will include maintaining compliance with established standards and policies, managing and developing site human resources, and meeting...

About the Role:EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge...

Job DescriptionJob DescriptionClient Services SupervisorUS-PA-PhiladelphiaJob ID: 32380Type: Full-Time# of Openings: 1Category: Field ServicePA - Philadephia UPennHSys-MSAbout the Role Responsible for all on-site business activities for a specifically assigned customer account. Responsibilities include maintaining compliance with established standards and...

Reference #: Req-6719 Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we...