Current jobs related to Client Support Specialist - Conshohocken - Onbe
-
Investment Support Specialist
1 week ago
Conshohocken, Pennsylvania, United States Citizens Full timeAbout the RoleCitizens is seeking a highly motivated and detail-oriented Investment Support Specialist to join our team. As an Investment Support Specialist, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as Liaison between clients,...
-
Investment Support Specialist
1 week ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a highly motivated and detail-oriented Investment Support Specialist to join our team. As an Investment Support Specialist, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as a liaison between clients,...
-
Investment Support Specialist
2 weeks ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Support Specialist to join our team at Citizens. As an Investment Support Specialist, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as Liaison between clients,...
-
Investment Support Specialist
1 week ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Support Specialist to join our team at Citizens. As an Investment Support Specialist, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.Key ResponsibilitiesServe as Liaison between clients,...
-
Part-Time Client Support Specialist
2 weeks ago
Conshohocken, Pennsylvania, United States Conicelli Autoplex Full timeConicelli Autoplex - Part-Time Auction Support Associate Job Overview: Conicelli Autoplex is looking for a dedicated part-time Auction Support Associate. The role involves assisting clients with their vehicle purchases, managing financial transactions, and coordinating vehicle schedules for auctions. Key Responsibilities:Provide exceptional customer...
-
Part-Time Client Support Specialist
2 weeks ago
Conshohocken, Pennsylvania, United States Conicelli Autoplex Full timeConicelli Autoplex - Part-Time Auction Support Representative Job Overview: Conicelli Autoplex is looking for a dedicated part-time team member. The role involves assisting clients with their vehicle purchases, managing financial transactions, and coordinating vehicle schedules for auction events. Key Responsibilities:Provide exceptional customer assistance...
-
Investment Support Specialist
2 weeks ago
Conshohocken, Pennsylvania, United States Citizens Full timeAbout the RoleCitizens is seeking a highly motivated and detail-oriented Investment Assistant II to join our team. As a key member of our Wealth Management division, you will play a critical role in supporting our Financial Advisors and clients.Key ResponsibilitiesServe as Liaison: Act as the primary point of contact between clients, Financial Advisors, and...
-
Litigation Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States LaBletta & Walters Full timeJob OverviewLitigation Support Specialist Required.A reputable law firm focusing on insurance defense and general litigation is in search of a dedicated and collaborative Litigation Support Specialist to join their team.Ideal candidates will possess experience in trust and estates, along with familiarity in handling filings in New Jersey. The firm provides a...
-
Client Services Specialist
6 days ago
Conshohocken, Pennsylvania, United States Hamilton Lane Full timeAbout the RoleHamilton Lane is seeking a skilled Client Services Analyst to support the management and operations of our client and investor portfolios. As a key member of our Client Services team, you will play a critical role in delivering exceptional client service and ensuring the timely receipt of inquiries and financial information.Key...
-
Client Manager
3 months ago
Conshohocken, United States NSM Insurance Full timeOverview: Established in 2009, Acquis has been providing insurance products and services to the European finance and leasing industry for over a decade. Our in-depth knowledge of the equipment finance market helps us build long term relationships with our clients which deliver sustainable results and has allowed us to become a market leader in specialty...
-
Technical Support Specialist
2 weeks ago
Conshohocken, Pennsylvania, United States Syzygy Integration Full timeJob DescriptionAt Syzygy Integration, we are seeking a highly skilled and experienced Technical Support Specialist to join our team. As a Technical Support Specialist, you will be responsible for providing technical assistance and support to our customers, ensuring that their communication systems are functioning properly and efficiently.Key...
-
Client Implementation Specialist
2 months ago
Conshohocken, United States CareSense Full timeJob DescriptionJob DescriptionJoin our teamWe are actively seeking our newest team member to build patient engagement solutions and clinical efficiency tools. This role is designed for entry level developers to gain technical experience while contributing to a growing healthcare software company. Proactive and resourceful individuals will be able to make an...
-
Technical Support Specialist
1 week ago
Conshohocken, Pennsylvania, United States Syzygy Integration Full timeJob DescriptionCompany OverviewSyzygy Integration is a leading technology company dedicated to delivering innovative solutions that address the unique needs of our customers. Our mission is to provide cutting-edge technology that supports those who protect the homeland.Job SummaryWe are seeking a highly motivated and experienced Technical Support Specialist...
-
Wholesale Underwriting Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Finance of America Reverse LLC Full timeJob OverviewThe Wholesale Underwriting Support Specialist plays a crucial role in assessing and analyzing loan packages, ensuring that all credit and collateral documentation meets the standards for a quality investment loan product.Key ResponsibilitiesValidate rates and fees, entering data accurately into the loan origination system.Re-disclose loans in...
-
Wholesale Underwriting Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Finance of America Reverse LLC Full timeJob OverviewThe Wholesale Underwriting Support Specialist is tasked with the critical evaluation and analysis of loan packages, ensuring that all credit and collateral documentation meets the standards for a high-quality investment loan product.Key ResponsibilitiesVerify and confirm rates and fees, accurately inputting data into the loan origination...
-
M&A Legal Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Jobot Full timePrestigious Private Equity Firm is in search of an M&A Legal Support Specialist - Flexible Work Options - Competitive Compensation Package - Exceptional Organization This opportunity is presented by Jobot. About Us: We are a prominent financial institution renowned for our successful investment strategies and adept portfolio management. Our firm...
-
M&A Legal Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Jobot Full timePosition OverviewA prominent Private Equity Firm is in search of an experienced M&A Legal Support Specialist. This role offers work-from-home flexibility and a competitive compensation package.About UsWe are a leading financial institution with a proven history of successful investments and portfolio management. Our firm prioritizes the highest standards of...
-
Customer Support Specialist, Technical
2 weeks ago
Conshohocken, United States CareSense Full timeJob DescriptionJob DescriptionIn today’s healthcare environment, patients are given little guidance outside of the hospital, leaving them with a gap in treatment between doctor’s visits. CareSense’s mission is to fix this problem. Our company’s proprietary software allows clinicians to create care plans that support patient procedure preparation and...
-
Desktop Support Specialist
5 days ago
Conshohocken, Pennsylvania, United States ClifyX Full timeDesktop Support OpportunityWe are seeking a skilled Desktop Support professional to join our team at Clifyx Inc.Key Responsibilities:Provide technical assistance and support to end-usersTroubleshoot and resolve desktop-related issuesCollaborate with internal teams to ensure seamless IT operationsRequirements:3+ years of experience in Desktop SupportExcellent...
-
Office Support Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States Hirtle, Callaghan & Co. Full timeCompany OverviewHirtle, Callaghan & Co. is a leading investment management company that has been transforming the industry for over 35 years. We partner with our clients to help them achieve their missions and build legacies that endure for generations to come.Our ApproachWe take a personalized approach to investment management, building custom-designed...
Client Support Specialist
4 months ago
Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for "on behalf." Because that's exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined - as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe
Summary: The Client Support Specialist (CSS) collaborates with the Client Support Management team to ensure the success of our client programs The Specialist role works closely with Client Support Managers to develop positive relationships with their clients and become product experts, trusted advisers, strategists, and problem solvers. In this highly collaborative role, the Specialist focuses on improving the overall health and satisfaction of our clients
This role is a hybrid role that will work onsite 1-2 days per week at our Conshohocken, PA location. Occasional travel may be required as part of this position. #LinkedIn-Hybrid
Responsibilities:
- Fields troubleshooting emails and calls from the client and responds to issues and inquiries.
- Ensures first-order health for new clients and/or programs.
- Pulls key reports, metrics, and data and analyzes to promote program success.
- Acts as a product expert and serves as an advocate for the client and Onbe.
- Works with Client Support Managers to prepare for Business Reviews and client meetings.
- Demonstrates client knowledge to advise quarterly client budgeting exercises and reviews numbers monthly for variances to actual analysis.
- Collaborates on the integration of new programs for new and existing clients.
- Works on internal development projects as assigned and proactively created from their own identified business needs.
- Bachelor's degree preferred.
- 1-3 years of experience working in a client support and/or operations role with direct client interaction.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Ability to travel for company and client-related meetings.
The base salary range for this position is between $49,860 to $73,500 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more Our job titles may span more than one career level. All candidates are encouraged to apply.
At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.
We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we're constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.
Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence
