Client Service Associate
5 days ago
Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Jenkintown, PA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations. Calendar management and coordination of meetings, including all logistics. Database management. Client interaction and service. Perform special projects as assigned. Skills/Requirements Bachelor’s preferred. 1-2 years financial services/fixed Income experience would be highly beneficial. Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint. Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner. FINRA Licenses: Series 7 or SIE preferred but not required. #J-18808-Ljbffr
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Client Accounts Associate
3 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeJob Title: Client Accounts AssociateWe are seeking a highly organized and detail-oriented Client Accounts Associate to join our team at National Philanthropic Trust. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.Key Responsibilities:Liaise with external stakeholders to...
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Client Accounts Associate
2 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeJob Title: Client Accounts AssociateAt National Philanthropic Trust, we are seeking a highly organized and detail-oriented Client Accounts Associate to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.Responsibilities:Liaise with external stakeholders to open...
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Client Accounts Associate
3 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Accounts Associate to join our team at National Philanthropic Trust. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.Key ResponsibilitiesLiaise with external stakeholders to open external investment...
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Client Accounts Associate
4 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeAbout the RoleWe are seeking a highly skilled Client Accounts Associate to join our team at National Philanthropic Trust. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.Key ResponsibilitiesLiaise with external stakeholders to open external investment accounts and ensure...
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Service Verification Associate
7 days ago
Jenkintown, Pennsylvania, United States ModivCare Full timeJob Title: Service Verification AssociateCareGivers America, a Modivcare Company, is a leading provider of Non-Medical Home Care, Home Health, and Private Duty Nursing services. With 22 offices in Pennsylvania, serving 40+ counties, we are committed to delivering exceptional care to our clients.We are seeking a highly organized and detail-oriented Service...
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Financial Services Associate
1 week ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeJob Title: Segregated Accounts AssociateJoin National Philanthropic Trust, a leading public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions. As a Segregated Accounts Associate, you will play a vital role in ensuring the smooth onboarding and management of client accounts.Key Responsibilities:Liaise...
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Service Verification Associate
4 weeks ago
Jenkintown, Pennsylvania, United States ModivCare Full timeJob Title: Service Verification AssociateCareGivers America, a Modivcare Company, is a leading provider of Non-Medical Home Care, Home Health, and Private Duty Nursing services. We have 22 offices in Pennsylvania, serving 40+ counties and are continuing to grow.Job Summary:We are seeking a detail-oriented and organized Service Verification Associate to join...
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Financial Services Associate
4 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeAbout the RoleThe Segregated Accounts Associate plays a vital role in ensuring the smooth onboarding and management of client accounts at National Philanthropic Trust. This position requires a hybrid work model with three days in-office per week.Key ResponsibilitiesLiaise with external stakeholders to open external investment accounts and ensure appropriate...
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Weekend OnCall Client Care Scheduling Manager
3 weeks ago
Jenkintown, Pennsylvania, United States Visiting Angels of Jenkintown Full timeJob Title: Weekend OnCall Client Care Scheduling ManagerWe are seeking a highly organized and efficient individual to join our team as an OnCall Client Care Scheduling Manager at Visiting Angels of Jenkintown.Key Responsibilities:Handle incoming office calls off-hours and on weekends, resolving issues that arise after hours from our clients and...
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Admin: Service Verification Associate
4 weeks ago
Jenkintown, United States ModivCare Full timeCareGivers America, a Modivcare Company, is a regional provider of Non-Medical Home Care, Home Health and Private Duty Nursing services. We have 22 offices in Pennsylvania, serving 40+ counties and we are continuing to grow. CareGivers America - NEPA, a Modivcare Personal Care Service, is looking for a Service Verification Associate. You will be responsible...
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Front Desk Sales Associate
5 months ago
Jenkintown, United States PCRK Group Full timePCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Jenkintown, PA. PCRK Group has part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service enhancements, and retail sales. We're looking...
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Front Desk Sales Associate
3 months ago
Jenkintown, United States PCRK Group Full timePCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Jenkintown, PA.PCRK Group has part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service enhancements, and retail sales.We're looking for...
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Sales Associate
4 weeks ago
Jenkintown, Pennsylvania, United States PCRK Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Front Desk Sales Associate to join our team at PCRK Group. As a key member of our sales team, you will play a critical role in driving membership sales and member retention, while providing exceptional customer service and building ongoing relationships with our clientele.Key...
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Front Desk Sales Associate
4 weeks ago
Jenkintown, Pennsylvania, United States Massage Envy Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Front Desk Sales Associate to join our team at Massage Envy. As a key member of our sales team, you will be responsible for driving membership sales and member retention, creating a great customer experience, and building ongoing relationships with our clientele.Key ResponsibilitiesDrive...
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Sales Associate
3 months ago
Jenkintown, United States Chico's Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...
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Sales Associate
3 weeks ago
Jenkintown, Pennsylvania, United States Spirit Halloween Full timeSpirit Halloween Job DescriptionWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Spirit Halloween. As a Sales Associate, you will be responsible for providing exceptional customer service, building sales, and maintaining a visually appealing store environment.Key Responsibilities:Acknowledge all guests through a...
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Store Associate>
3 months ago
Jenkintown, United States CVS Health Full timeCVS Health - 835 OLD YORK RD. [Retail Sales / Team Member] As a Store Associate at CVS, you'll: Provide customer service by anticipating customer needs; Actively identify and resolve potential service issues; Perform cashier duties like handling cash, checks and credit card transactions; Maintain the sales floor by restocking shelves and checking in vendors;...
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Associate Attorney
1 week ago
Jenkintown, United States The Rosen Law Firm, P.A. Full timeShareholder Derivative Litigation Associate (Philadelphia, PA)Experience level: Class of '23; or Attorney with 1-5 years of litigation experience.Compensation: Compensation consists of market rate base salary and quantitative performance bonuses throughout the year as well as a discretionary year-end bonus. Bonus structure provides substantial upside...
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Associate Attorney
1 week ago
Jenkintown, United States The Rosen Law Firm, P.A. Full timeShareholder Derivative Litigation Associate (Philadelphia, PA)Experience level: Class of '23; or Attorney with 1-5 years of litigation experience.Compensation: Compensation consists of market rate base salary and quantitative performance bonuses throughout the year as well as a discretionary year-end bonus. Bonus structure provides substantial upside...
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Investment Operations Associate
3 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeJob Title: Investment Operations AssociateJoin National Philanthropic Trust, a leading public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions. As an Investment Operations Associate, you will play a key role in ensuring the smooth daily functioning of our programs.Key Responsibilities:Process daily...