Client Service Associate
3 weeks ago
Institutional Client Service Associate Asset Management Firm
Our client is a global investment management firm. We are looking for someone in the Philadelphia area to join the Institutional Client Services Team. This is a full-time, permanent position that will be a hybrid of working from home as well as in-person in the Philadelphia office.
**NOT OPEN TO RELOCATION AT THIS TIME**
Role Overview:
As a Client Service Associate, you'll play a pivotal role in our client-centric approach. You'll collaborate closely with our Relationship Management and Sales teams, providing crucial support in various areas including client reporting, query resolution, portfolio analysis, and more. This role spans both US and international markets, offering a diverse and stimulating environment.
Key Responsibilities:
Client Service Support:
- Manage client accounts efficiently, including the preparation of standard and custom reports, ensuring accuracy and timeliness.
- Address diverse client queries and requests, collaborating cross-departmentally to provide comprehensive solutions.
- Create and maintain presentation materials for client meetings and conferences, ensuring clarity and professionalism.
- Maintain accurate client information in our CRM system and facilitate new account setup processes.
Business Development Support:
- Assist in the preparation of RFPs, questionnaires, and custom materials for prospect meetings, showcasing our value proposition effectively.
- Collaborate with internal teams to develop tailored presentations and materials that resonate with institutional consultants and prospects.
Job Specifications:
We're seeking a proactive, detail-oriented individual with a passion for delivering exceptional client service.
Key requirements include:
- Fundamental understanding of equity, fixed income securities, investing, and portfolio management, with a commitment to ongoing learning.
- Professionalism and accountability in all interactions.
- Flexibility and efficiency in a collaborative team environment.
- Strong organizational and time management skills.
- Excellent verbal and written communication abilities.
- Proficiency in MS Excel, Word, and PowerPoint.
Education & Experience:
- Bachelor's Degree in a business related field.
- Minimum two years within the asset management industry.
- Familiarity with various asset classes.
- Experience in servicing institutional clients is preferred.
-
Client Service Associate
2 weeks ago
Philadelphia, United States Elite Placement Group Full timeWe are working with a company located in Philadelphia, PA, that specializes in providing Wealth services to clients. Their mission is to provide high-quality customer service to our clients while maintaining a professional atmosphere. They believe in fostering a work environment that encourages diversity, transparency, and open communication.Role...
-
Client Service Associate
4 weeks ago
Philadelphia, United States Select Recruiting Group, LLC Full timeInstitutional Client Service Associate – Asset Management FirmOur client is a global investment management firm. We are looking for someone in the Philadelphia area to join the Institutional Client Services Team. This is a full-time, permanent position that will be a hybrid of working from home as well as in-person in the Philadelphia office.**NOT OPEN TO...
-
Client Service Associate
4 weeks ago
Philadelphia, United States Select Recruiting Group, LLC Full timeInstitutional Client Service Associate – Asset Management FirmOur client is a global investment management firm. We are looking for someone in the Philadelphia area to join the Institutional Client Services Team. This is a full-time, permanent position that will be a hybrid of working from home as well as in-person in the Philadelphia office.**NOT OPEN TO...
-
Client Service Associate
5 days ago
Philadelphia, United States Select Recruiting Group, LLC Full timeInstitutional Client Service Associate – Asset Management FirmOur client is a global investment management firm. We are looking for someone in the Philadelphia area to join the Institutional Client Services Team. This is a full-time, permanent position that will be a hybrid of working from home as well as in-person in the Philadelphia office.**NOT OPEN TO...
-
Client Service Associate
4 days ago
Philadelphia, United States Elite Placement Group Full timeWe are working with a company located in Philadelphia, PA, that specializes in providing Wealth services to clients. Their mission is to provide high-quality customer service to our clients while maintaining a professional atmosphere. They believe in fostering a work environment that encourages diversity, transparency, and open communication. Role...
-
Client Service Coordinator
7 days ago
Philadelphia, United States Banfield Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...
-
Senior Client Solutions Associate
2 days ago
Philadelphia, Pennsylvania, United States GLG Full timeGLG is seeking Senior Associates for our Client Solutions team who have a strong interest in excelling at best-in-class client service in a performance-driven, merit-based, and team-oriented environment.Our Client Solutions team is the engine driving GLG – the World's Insight Network. Senior Associates work directly with our clients – professionals at...
-
Client Service Analyst
1 month ago
Philadelphia, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** You are a production fast-paced environment enthusiast. You have found the right team! - Job Responsibilities: _ - Create and maintain case documentation in InstaMed’s CRM for open customer incidents, including a complete description of the problem, what actions have been taken, customer impact and next steps - Perform root-cause...
-
Client Service Representative
4 weeks ago
Philadelphia, United States Art City Vets Full timeJob DescriptionJob DescriptionClient Service RepresentativeJob TypeFull-time/ HourlyComprehensive benefits package, 401k, Uniform Allowance, Discounted Pet Care & More!Qualifications• High school or equivalent (Required)• Client service experience: 1 year (Required)• Veterinary reception experience: (Preferred)• Administrative experience: 1 year...
-
Client Services Specialist
4 weeks ago
Philadelphia, United States Global Recruiters Network Inc Full timeOur client, one of America's fastest growing private companies, is seeking a Client Services/Operations Specialist in Philadelphia for their RIA firm. Job Responsibilities Onboarding Paperwork and service-related responsibilities Input and maintain CRM system Execute advisors requests including money movement, trades, etc. Assist with business operations...
-
Retail Customer Service Associate
1 month ago
Philadelphia, United States SI Management LLC Full timeOur client is a multi-faceted customer support and sales management firm with a primary objective to help clients find reliable retail customer service solutions for longevity and stability. At the heart of what they do, their purpose is to increase the ease and accessibility of consumers through one conversation at a time. They are an incredible force in...
-
Client Services Specialist
4 weeks ago
Philadelphia, United States Global Recruiters of Mid-Cities (GRN) Full timeOur client, one of America's fastest growing private companies, is seeking a Client Services/Operations Specialist in Philadelphia for their RIA firm.Job ResponsibilitiesOnboarding Paperwork and service-related responsibilitiesInput and maintain CRM systemExecute advisor’s requests including money movement, trades, etc.Assist with business operations...
-
Client Services Specialist
5 days ago
Philadelphia, United States Global Recruiters of Mid-Cities (GRN) Full timeOur client, one of America's fastest growing private companies, is seeking a Client Services/Operations Specialist in Philadelphia for their RIA firm.Job ResponsibilitiesOnboarding Paperwork and service-related responsibilitiesInput and maintain CRM systemExecute advisor’s requests including money movement, trades, etc.Assist with business operations...
-
Client Solutions Associate
1 day ago
Philadelphia, United States GLG Full timeWe are seeking recent graduates who have a strong passion for client service to join GLG's healthcare-focused teams as a part of our Associate program. Associates are the engine behind building GLG's Insight Network - the world's largest and most varied source of first-hand expertise. Associates recruit new executives and industry professionals into GLG's...
-
Client Service Representative
2 weeks ago
Philadelphia, United States Ascensus Full timePosition Purpose: The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a...
-
Philadelphia, PA, United States BDO International Full timeJob Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...
-
Client Service Administrator Specialist
4 weeks ago
Philadelphia, United States Art City Vets Full timeJob DescriptionJob DescriptionClient Service Administrative SpecialistJob TypeFull-time/HourlyComprehensive benefits package, 401k, Uniform Allowance, Discounted Pet Care & More!Qualifications• High school or equivalent (Required)• Client service experience: 1 year (Required)• Veterinary reception experience: (Preferred)• Administrative experience: 1...
-
Graduate Transportation Engineer
4 weeks ago
Philadelphia, United States Pennoni Associate Inc. Full timeLocation: Location: Graduate Transportation Engineer in Philadelphia, PA at Pennoni **Location:** **Work Experience** 0 - 3 years **Job Description** Pennoni is a multidisciplinary consulting engineering firm founded more than five decades ago. We approach engineering challenges from a wider spectrum of angles than most, from land development to energy...
-
Tax Managing Director, Private Client Services
3 weeks ago
Philadelphia, PA, United States BDO International Full timeJob Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...
-
Client Services Manager
7 days ago
Philadelphia, United States The High Companies Full timeGENERAL DESCRIPTION:Our dynamic and rapidly growing StructureCare team is seeking a detail-oriented and self-starting Client Services Manager to service our Growth Territories. StructureCare, headquartered in Lancaster, Pennsylvania is a premier engineering and restoration company working to protect infrastructure investments throughout the U.S. We believe...