Client Services Associate
2 months ago
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 development.
Role Overview:
- Manage and cultivate relationships with existing clients.
- Develop new client relationships with a focus on credit opportunities.
- Track and maintain detailed records of client interactions.
- Partner with internal teams to ensure seamless client service.
Qualifications:
- 2-5 years of experience in client relationship management, preferably within financial services.
- Strong relationship-building skills
- Confident and proactive personality
- Excellent organizational and communication abilities.
Benefits:
- Comprehensive medical, dental and vision insurance
- 401(k) plans with firm matching contributions
- Short- and long-term disability and life insurance policies
- Flexible spending accounts for health, commuting and dependent care
- Competitive paid vacation and paid holidays
This is a compelling opportunity for a sales driven and outgoing individual, looking to contribute to revenue growth at a successful firm.
-
Client Services Associate
2 months ago
Philadelphia, United States BAYADA Home Health Care Full timeBAYADA 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 Services Associate
2 months ago
Philadelphia, United States H&P Executive Search Full timeH&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...
-
Client Services Associate
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob 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...
-
Private Client Service Associate II
7 days ago
Philadelphia, United States TD Bank N.A Full timeThe Private Client Service Associate II (PCSA) performs administrative tasks in support of one or more wealth management areas. Specifically, the PCSA will assist clients, either directly or with direction from the client's advisor team, with money m Client Service, Associate, Customer Service, Private, Retail, Banking, Client, Information
-
Client Service Associate
4 weeks ago
Philadelphia, Pennsylvania, United States Atlantic Group Full timeJob 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...
-
Client Services Associate
4 months ago
Philadelphia, United States Atlantic Group Full timeWe have a great opportunity for a Client Services Administrator to join our tightknit team! This individual will be responsible for client servicing support for an independent investment advisor team located in Philadelphia, PA. Our ideal candidate has some back-office experience supporting financial advisors in a financial planning and/or brokerage...
-
Client Services Associate
3 months ago
Philadelphia, United States Atlantic Group Full timeWe have a great opportunity for a Client Services Administrator to join our tightknit team! This individual will be responsible for client servicing support for an independent investment advisor team located in Philadelphia, PA. Our ideal candidate has some back-office experience supporting financial advisors in a financial planning and/or brokerage...
-
Philadelphia, United States Macquarie Global Services Full timeAn 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...
-
Client Services Manager
2 weeks ago
Philadelphia, United States BAYADA Home Health Care Full timeJefferson Health at Home by BAYADA has an immediate opening for a Client Services Manager in our Philadelphia, PA Office . The Client Services Manager will handle the referral intake process for our home health office. The Client Services Manager will: Provide superior customer service Focus on managing coordination of client services and emergent scheduling...
-
Client Operations Associate
1 month ago
Philadelphia, United States Robert Half Full timeJob DescriptionJob DescriptionWe are searching for a diligent Client Operations Associate to join our client's team in Philadelphia. The Client Operations Associate is responsible for the accurate and timely accounting of the investable assets held by the company’s clients and for assisting with reporting and reconciliation of client...
-
Associate, Account Services
4 weeks ago
Philadelphia, Pennsylvania, United States PCI Pharma Services Full timeJob Summary:We are seeking a highly motivated and organized Associate, Account Services to join our team at PCI Pharma Services. In this role, you will assist Business Development Executives in the daily management of accounts, including management of RFPs, Quarterly Business Review Meetings, and client meetings.Key Responsibilities:Assist Business...
-
Client Support Associate
4 weeks ago
Philadelphia, Pennsylvania, United States KOP Solutions, Inc Full timeWe are seeking a highly skilled Client Support Associate to join our team at KOP Solutions, Inc. As a key member of our Client Support team, you will be responsible for providing exceptional customer service and support to our clients. Through our comprehensive training program, you will develop the skills and knowledge necessary to succeed in this role and...
-
Client Service Representative
1 month ago
Philadelphia, United States VCA Animal Hospitals Full time**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...
-
Client Solutions Associate
4 weeks ago
Philadelphia, Pennsylvania, United States GLG Full timeAbout the RoleWe are seeking recent graduates with a strong passion for client service to join GLG as an Associate in our Philadelphia office.Key ResponsibilitiesSupport team members on client projects and Network Member engagement.Recruit new experts to join GLG's network through targeted lead generation and timely outreach.Collaborate closely with team...
-
Client Services Specialist
3 weeks ago
Philadelphia, United States Addison Group Full timeRole : 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...
-
Client Service Manager
3 weeks ago
Philadelphia, United States Ascensus Full timeNewport, 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....
-
Client Solutions Associate, Philly
4 weeks ago
Philadelphia, Pennsylvania, United States GLG Full timeAbout the RoleWe are seeking recent graduates who have a strong passion for client service to join GLG as an Associate in our Philadelphia office. As a Client Solutions Associate, you will be the engine behind GLG's Insight Network, the world's largest and most varied source of first-hand expertise. You will learn to quickly understand client project...
-
Office Services Associate
4 weeks ago
Philadelphia, Pennsylvania, United States C&W Services Full timeJob Title: Office Services AssociateJob Summary:This role embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global professional services firm. Engage at the appropriate level to support contracted service lines to include mail, print (MFD troubleshooting and maintenance), hospitality,...
-
Wealth Management Client Services Associate
4 weeks ago
Philadelphia, Pennsylvania, United States Atlantic Group Full timeWe are seeking a highly skilled Client Services Administrator to support our team of financial advisors in Philadelphia, PA. This individual will be responsible for providing exceptional client servicing support, including preparing account opening paperwork, performing ongoing maintenance on documents, and providing general administrative support in the...
-
Experienced Tax Associate
3 weeks ago
Philadelphia, United States Andersen Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...