Current jobs related to Client Relations Specialist - Berwyn, Pennsylvania - Magis Capital Partners LL

  • Institutional Client Support Specialist

    1 month ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Job Summary:The Institutional Client Support Specialist is a key role within our Service team, responsible for establishing and maintaining strong relationships with clients and resolving operational process issues in accordance with established procedures and guidelines.Key Responsibilities:Establish and manage relationships with clients to provide optimal...

  • Client Manager, Employee Benefits Specialist

    4 weeks ago

    Berwyn, Pennsylvania, United States GBS - Global Full time

    About the RoleWe are seeking a highly skilled Client Manager to join our team at GBS - Global. As a Client Manager, you will be responsible for delivering exceptional service to our clients by actively managing client accounts. You will work closely with our sales team to ensure client satisfaction and provide leadership to our Client Service Associates....

  • Client Service Associate

    2 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our Tamarac Reporting team. As a key member of our service team, you will provide technical support and training to clients on our products, ensuring a high level of customer satisfaction.Key ResponsibilitiesPartner with team members to deliver exceptional customer service,...

  • Client Service Manager

    1 month ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    About the RoleWe are seeking a highly skilled Client Service Manager to join our Service team at Envestnet. This position will be based in either our Berwyn, PA or Raleigh, NC office.Job SummaryThe Client Service Manager will establish and maintain strong relationships with institutional clients, providing exceptional support for the resolution of problems...

  • Client Service Associate

    2 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate - Advisor to join our team at Envestnet. As a key member of our Service - Advisor team, you will be responsible for delivering exceptional consultation and support to financial advisors through inbound calls.Key ResponsibilitiesAct as a Subject Matter Expert on platform functionality,...

  • Senior Client Relationship Manager

    2 weeks ago

    Berwyn, Pennsylvania, United States American Global Co Full time

    Job Title: Senior Client Relationship ManagerAt American Global Co, we are seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our construction industry account team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional day-to-day service, and leading...

  • Client Service Associate

    3 weeks ago

    Berwyn, Pennsylvania, United States Yodlee Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our Tamarac Reporting team. As a Client Service Associate, you will be responsible for providing exceptional technical support to our clients, ensuring they receive the highest level of service and satisfaction.Key ResponsibilitiesProvide technical support to clients...

  • Nurse Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States Mitchell Martin Full time

    Our Advanced Behavioral Health Adult Services is a leading provider of programs and services for adults with intellectual and developmental disabilities. As a Nurse Specialist, you will play a critical role in ensuring the highest quality of care for our clients. Your expertise will guide our direct support professionals in implementing effective health care...

  • Accounting Specialist

    4 weeks ago

    Berwyn, Pennsylvania, United States Converge HR Solutions Full time

    Job OverviewConverge HR Solutions is seeking an experienced Accounting Specialist to join our team. As an integral part of our financial operations, this role will assist the Controller in managing the organization's financial management.About the RoleProcess payment receipts and bank deposits in a timely and accurate manner.Assist with Accounts Payable by...

  • Behavioral Health Specialist

    3 days ago

    Berwyn, Pennsylvania, United States Devereux Advanced Behavioral Health Full time

    About the RoleWe are seeking a skilled Behavioral Health Specialist to join our team at Devereux Advanced Behavioral Health. As a Behavioral Health Specialist, you will play a critical role in providing compassionate care and support to individuals with intellectual and developmental disabilities.Key ResponsibilitiesAssist in daily living activities,...

  • Behavioral Health Specialist

    3 weeks ago

    Berwyn, Pennsylvania, United States Devereux Advanced Behavioral Health Full time

    About Devereux Advanced Behavioral HealthWe are a leading provider of behavioral healthcare services, dedicated to helping individuals with intellectual and developmental disabilities achieve their full potential.Job SummaryWe are seeking a compassionate and skilled Direct Care Professional to join our team at Devereux Advanced Behavioral Health. As a Direct...

  • Behavioral Health Specialist

    4 days ago

    Berwyn, Pennsylvania, United States Devereux Advanced Behavioral Health Full time

    Devereux Advanced Behavioral Health is seeking a skilled Behavioral Health Specialist to join our team of professionals who strive to provide compassionate services designed to uplift and care for the youth population.Key Responsibilities:Conduct functional behavior assessments and develop Positive Behavior Support PlansProvide behavioral consultation and...

  • Accounts Payable and Receivable Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States AscellaHealth Full time

    Job Title: Accounts Payable and Receivable SpecialistWe are seeking a highly skilled and detail-oriented Accounts Payable and Receivable Specialist to join our Accounting and Finance team at AscellaHealth.Job Summary:The successful candidate will be responsible for processing accounts payable invoices, recording accounts receivable cash receipts, and...

  • Behavioral Health Admissions Specialist

    1 week ago

    Berwyn, Pennsylvania, United States Devereux Advanced Behavioral Health Full time

    Unlock Human PotentialDevereux Advanced Behavioral Health is seeking a skilled Behavioral Health Admissions Specialist to join our team. As an Admissions & Utilization Review Coordinator, you will play a critical role in ensuring efficient admissions processes that meet the requirements and needs of our Center.Key Responsibilities:Ensure funding...

  • Senior IT Support Specialist

    1 week ago

    Berwyn, Pennsylvania, United States AMETEK Full time

    Job Summary: We are seeking a highly skilled Senior IT Support Specialist to join our Corporate IT team. As a key member of our team, you will be responsible for providing exceptional customer service to internal users through Service Desk support, resolving technical issues, and ensuring overall satisfaction. Key Responsibilities: Deliver exceptional...

  • Accounting Professional

    4 days ago

    Berwyn, Pennsylvania, United States Converge HR Solutions Full time

    Job OverviewOur client, a leader in the nonprofit and commercial property marketplace, is seeking an Accounting Specialist to play a key role in their financial operations. This position will assist the Controller with the organization's financial management, ensuring timely and accurate financial transactions.Key ResponsibilitiesProcess payment receipts and...

  • Health Benefits Specialist

    3 weeks ago

    Berwyn, Pennsylvania, United States Gallagher Benefit Services Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Health Associate. As a key member of our team, you will play a critical role in assisting with the design and management of health and wellbeing benefit programs.Key ResponsibilitiesAssist with strategic design and management of health and wellbeing benefit...

  • Accounting Professional

    2 months ago

    Berwyn, Pennsylvania, United States Converge HR Solutions Full time

    Job OverviewWe are seeking a highly skilled Accounting Specialist to join our team at Converge HR Solutions. As an integral part of our financial operations, this role will assist the Controller in managing the organization's financial management.Key ResponsibilitiesProcess payment receipts and bank deposits in a timely and accurate manner.Assist with...

  • General Application Specialist

    4 weeks ago

    Berwyn, Pennsylvania, United States Converge HR Solutions Full time

    Job Title: General Application Job Summary: We are seeking a candidate to be part of our recruiting system. This position is ideal for individuals interested in being included in our database for future job searches. Responsibilities: * Be part of our recruiting system * Be included in our database for future job searches Requirements: * Any skills...

  • Business Banking Treasury Management Specialist

    3 days ago

    Berwyn, Pennsylvania, United States PNC Full time

    Job SummaryWe are seeking a highly skilled Treasury Management Advisor to join our team at PNC. As a key member of our Small Business organization, you will be responsible for managing relationships with new and existing clients to grow sales, revenue, and market share.Key ResponsibilitiesHandles relationship management activities with new and/or existing...

Client Relations Specialist

2 months ago

Berwyn, Pennsylvania, United States Magis Capital Partners LL Full time
Job Overview

Position: Client Relations Specialist, Insurance Exchange (IX)

About Us:

Magis Capital Partners LLC is at the forefront of transforming the insurance landscape with innovative solutions tailored for financial professionals. This role presents a unique opportunity to enhance client engagement and drive revenue for a leading insurance technology firm. We are looking for a dedicated individual to support financial advisors in navigating the Insurance Exchange platform. This position involves direct client interaction. The specialist will collaborate with internal teams to address advisor inquiries, implement effective solutions, and provide training in both individual and group formats. Ideal candidates should possess a strong commitment to client service, be self-motivated, analytical, organized, and adept at managing expectations for high-demand platform users. This dynamic role is essential to our organization's success, significantly influencing client experiences and focusing on business growth through the platform. Reporting to the head of relationship management, this position offers insight into our strategic growth initiatives and opportunities for professional development as our business evolves.


Key Responsibilities

  • Achieve desired business outcomes through advisor support and platform training.
  • Provide assistance to Insurance Exchange broker-dealer, advisor, and insurance carrier clients.
  • Manage incoming production issues through a ticketing system.
  • Gather relevant information to assess key platform performance metrics.
  • Triage, escalate, and monitor issues effectively.
  • Communicate issues promptly to optimize business results.
  • Support team members in data collection and synthesis as directed by senior associates and management.
  • Conduct training sessions for platform users in both individual and group settings.
  • Participate in status meetings, sharing insights regarding client experiences and escalating issues as necessary.
  • Monitor performance metrics for production systems, resolve performance challenges, collaborate with internal teams to identify root causes of technical issues, and recommend solutions.
  • Provide first-line support for all platform applications, assist end users, and proactively identify any production issues that may disrupt business operations.
  • Maintain scheduled jobs, troubleshoot technical processes, and resolve issues.

Platform Knowledge

  • Develop and maintain a comprehensive understanding of insurance annuity products.
  • Acquire the skills necessary to utilize internal tools for effective issue management, workstreams, and communications.
  • Enhance subject matter expertise regarding insurance industry data structures and technologies.
  • Learn and apply testing methodologies during software releases and product implementations to ensure the Insurance Exchange operates as intended.
  • Design and lead training programs for users in both individual and group settings.

Professional Skills

  • Promote a client-focused culture and deliver positive client experiences.
  • Exhibit effective written and presentation skills.

Qualifications

  • Bachelor's degree in business, computer science, or a related field.
  • Up to 1 year of experience in a relevant field.
  • Basic understanding of the financial advisory business.
  • Familiarity with the software development lifecycle is advantageous.
  • General knowledge of data structures and databases is beneficial.
  • Basic understanding of annuity insurance products is a plus.
  • Experience in end-to-end software testing is an advantage.
  • Strong analytical, problem-solving, and critical thinking abilities.
  • Excellent organizational, time management, and prioritization skills.
  • Self-motivated with the ability to manage multiple priorities simultaneously.
  • Exceptional active listening, written, and verbal communication skills with the ability to provide clear recommendations and influence stakeholders.
  • Enthusiasm for identifying business improvements.
  • Intellectual curiosity and a desire to learn and apply new knowledge.
  • Able to thrive in a fast-paced, rapidly changing environment with tight deadlines.

Additional Requirements

  • Flexible working hours may be necessary.
  • Dependability, adaptability, and initiative are essential traits.
  • Proficiency in MS Office Suite, including MS Excel and Word, or similar tools.
  • Ability to remain composed in high-pressure situations.

Work Schedule

This position primarily follows a Monday to Friday schedule during standard business hours; however, due to the operational needs of our growing company, some work outside of standard hours may be required.

Please note that this job description is not intended to cover all activities, duties, or responsibilities associated with this position. This role is classified as Exempt and is not eligible for overtime pay.

Magis Capital Partners LLC is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.