Portfolio Support Specialist
7 days ago
- Daily processing of client and advisor requests, including new accounts, transfers, and meeting scheduling
- Proactive support for advisors, anticipating client needs and enabling them to maximize their time
- Providing excellent client service through timely, accurate, and clear communication
- Demonstrating professional communication skills, responding to clients, advisors, and team members via phone, email, and written communications
- Utilizing problem-solving skills to create solutions for clients and advisors
- Coordinating with custodians and internal team members to execute operational items in a timely manner
To succeed in this role, you should have:
- Minimum 2-3 years of experience in a client service role within the financial services industry
- Minimum 2-3 years of demonstrated project management skills
- Ability to learn and become proficient in a process-driven fast-paced work environment
- Excellent oral and written communication with a professional demeanor
- Robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
As a successful candidate, you will possess:
- Exceptional attention to detail and organizational skills
- Ability to handle multiple priorities and requests from advisors and clients
- Persistence in follow-up to accomplish objectives
- Interact with co-workers and clients with a resilient, positive attitude, reaching out to others if help is needed
- Conduct oneself with great emotional intelligence
-
Reading Support Specialist
2 days ago
Berwyn, Pennsylvania, United States CCRES, Educational & Behavioral Health Services Full timeMake a meaningful impact in the lives of students by joining CCRES as an Educational Assistant - Reading Program through our partnership with Tredyffrin-Easttown School District (T/ESD)We are seeking highly skilled and dedicated individuals to support students in the reading program. As an Educational Assistant, you will work under the supervision of a...
-
Learning Assistant
6 days ago
Berwyn, Pennsylvania, United States CCRES, Educational & Behavioral Health Services Full timeAbout CCRESCCRES Educational and Behavioral Health Services is a non-profit organization dedicated to providing quality services to schools, children, adults, and families.We work collaboratively with school districts, intermediate units, and the behavioral health system to ensure quality educational and human service programs for children, families, and...
-
Pricing Data Manager
4 days ago
Berwyn, Pennsylvania, United States State Street Corporation Full timeAbout This RoleState Street Corporation is seeking a highly skilled Data Operations Specialist Lead to join our team. In this role, you will be responsible for managing and supporting data operations, including data quality, data governance, and data delivery.As a key member of the team, you will work closely with cross-functional teams to identify and...
-
Investment Operations Specialist
1 week ago
Berwyn, Pennsylvania, United States MSCCN Full timeJob DescriptionIn this exciting role at MSCCN, you will work closely with our global teams to deliver exceptional services to premier investment management clients. As a key member of our middle office team, you will oversee day-to-day transactional responsibilities in a fast-paced and dynamic environment.The Importance of This RoleYou will be the first line...
-
Data Operations Specialist Lead
5 days ago
Berwyn, Pennsylvania, United States State Street Corporation Full timeJob DescriptionWe are seeking a seasoned professional to lead our data operations team and ensure timely, accurate delivery of data to clients. As a key member of the team, you will be responsible for managing and supporting data operations, including root cause analysis of data issues.This role requires strong analytical skills, attention to detail, and...
-
Compassionate Patient Care Specialist
7 days ago
Berwyn, Pennsylvania, United States HarmonyCares Full timeCompany OverviewAt HarmonyCares, we revolutionize home-based primary care by delivering personalized and coordinated services to patients in need. With a strong presence in 14 states and over 150 provider partners, we strive to provide lower costs, better outcomes, and higher patient satisfaction.We are committed to our mission of bringing quality healthcare...
-
AR Operations Specialist
7 days ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timePenn Medicine is committed to delivering exceptional patient care, advancing medical research, and training the next generation of healthcare professionals. This leading academic medical center offers a unique opportunity for collaboration with top clinicians, technicians, and business leaders across all disciplines.At Penn Medicine, someone will make a...
-
Clinical Assistant in Ambulatory Care
3 days ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timeJob SummaryWe are seeking a detail-oriented and compassionate Certified Nursing Assistant (CNA) to join our team at Pennsylvania Medicine. As a CNA, you will play a critical role in delivering exceptional patient care in an ambulatory care setting.About the RoleThe CNA will work closely with physicians and other healthcare professionals to provide patient...
-
Hospitality Specialist
3 days ago
Berwyn, Pennsylvania, United States Marriott International, Inc Full timeWe are seeking a Guest Environment Expert to join our team at Residence Inn by Marriott. In this role, you will play a critical part in creating a memorable and unique experience for our guests.Key Responsibilities:Maintaining the appearance and cleanliness of the hotelDelivering exceptional guest service, responding to guest requests, and ensuring their...
-
Licensed Practical Nurse
4 days ago
Berwyn, Pennsylvania, United States Haven Behavioral Healthcare Full timeJob SummaryWe are seeking a highly skilled Licensed Practical Nurse to join our team at Haven Behavioral Healthcare. As a Full-time LPN, you will provide direct patient care under the supervision of a Registered Nurse, focusing on individuals with mental health and substance abuse issues.This is a fantastic opportunity to work in a supportive, family-like...
-
Nursing Professional
7 days ago
Berwyn, Pennsylvania, United States Haven Behavioral Healthcare Full timeWe are seeking a compassionate and skilled Registered Nurse to join our team at Haven Behavioral Healthcare in West Chester. As a key member of our healthcare staff, you will provide exceptional patient care and collaborate with our multidisciplinary treatment team to ensure safe and effective treatment outcomes.About UsHaven Behavioral Healthcare is a...
-
Educational Support Specialist
1 week ago
Berwyn, Illinois, United States Amergis Full timeA competitive salary of $45,000 - $55,000 per year awaits an exceptional Educational Support Specialist at Amergis. As a key member of our team, you will work closely with students requiring instructional and behavioral assistance under the supervision of our special education department.This rewarding role offers a wide range of responsibilities,...
-
Education Support Specialist
7 days ago
Berwyn, Illinois, United States Berwyn South School District 100 Full timeJoin the Berwyn South School District 100 team as an Education Support Specialist - RN and play a vital role in providing quality healthcare services to students.About the RoleThis position is responsible for delivering comprehensive nursing care to students, promoting their health, well-being, and academic success. As an Education Support Specialist - RN,...
-
Healthcare Support Specialist
7 days ago
Berwyn, Illinois, United States Saba Health Care Full timeAbout Saba Health CareWe are a leading provider of healthcare services, dedicated to delivering high-quality care to our residents. Our team is passionate about creating a positive and supportive environment that fosters growth and well-being.Job DescriptionWe are seeking a motivated and compassionate Healthcare Support Specialist to join our team. This role...
-
Medical Support Specialist
1 week ago
Berwyn, Illinois, United States ChenMed Full timeAbout the RoleChenMed is seeking a skilled Medical Support Specialist to join our Pharmacy Department in Berwyn, Illinois.The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work effectively in a fast-paced environment.This is an excellent opportunity for a motivated individual to gain valuable...
-
Behavioral Health Specialist
7 days ago
Berwyn, Illinois, United States Devereux Advanced Behavioral Health Full timeUnlock Your Potential as a Behavioral Health SpecialistDevereux Advanced Behavioral Health is seeking a skilled Behavioral Health Specialist to join our team. As a Behavioral Health Specialist, you will work with adults with intellectual and developmental disabilities, providing compassionate care and support. Our team is dedicated to creating a safe and...
-
Nurse Specialist
7 days ago
Berwyn, Illinois, United States Trinity Health Full timeDiscover a rewarding career as a Nurse Specialist at Trinity Health, one of the largest not-for-profit Catholic healthcare systems in the nation. We offer a dynamic work environment where you can grow professionally and make a meaningful difference in the lives of others.A degree from an accredited school or college of nursing is required for this role. As a...
-
Warehouse Behavior Support Specialist
2 weeks ago
Berwyn, Illinois, United States Soliant Full timeAbout the Role:We are seeking a dedicated Registered Behavior Technician (RBT) to provide direct support to students in various settings, collect and analyze data to track student progress, and collaborate with educators to promote positive behavior and learning outcomes.Key Responsibilities:Provide direct support to students in a variety of settings.Collect...
-
Berwyn, United States State Street Corporation Full timeAs Alpha Data Operations Specialist Lead you will. Manage and Support data operations; make sure the data is delivered to clients on time, accurate and within scope. Become process/platform SME; conduct root cause analysis of data issues and act as t Operations, Officer, Pricing, Specialist, Data, Operation, Manufacturing
-
Client Service Specialist
2 months ago
Berwyn, United States Archer Full timeAbout Archer: Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for...
-
Child Development Specialist
4 days ago
Berwyn, Illinois, United States ProCare Therapy Full timeAbout ProCare TherapyWe are a trusted provider of educational resources, committed to making a positive impact on the lives of students and educators.Compensation and BenefitsCompetitive hourly rate: $65-$90 per hour, depending on experience and educationWeekly direct deposits through W-2 employmentComprehensive insurance package, including medical, dental,...
-
Tax Consultant Specialist
7 days ago
Berwyn, Illinois, United States US Marketing Group Inc Full timeJob OpportunityWe are a full-service national tax preparation and business services franchise with a 38-year history of success.Estimated Salary: $60,000 - $80,000 per yearAbout the RoleWe are seeking a Tax Consultant Specialist to join our team at US Marketing Group Inc. As a Tax Consultant Specialist, you will be responsible for accurately preparing and...
-
Clinical Rehabilitation Nurse Specialist
1 week ago
Berwyn, Illinois, United States Trinity Health Corporation Full timeCompany Overview">Trinity Health Corporation is a leading healthcare provider dedicated to delivering exceptional patient care and improving the health of our communities. Our organization is built on a strong foundation of compassion, integrity, and excellence, guiding us in our pursuit of providing high-quality services.">Salary and Benefits">We offer a...
-
Pediatric Anesthesia Specialist
5 days ago
Berwyn, Illinois, United States Integrity Healthcare. Full timeJob Title: Pediatric Anesthesia SpecialistAt Integrity Healthcare, we are seeking a skilled Pediatric Anesthesia Specialist to join our team in Illinois. This is an excellent opportunity for a fellowship-trained physician to provide high-quality care to pediatric patients while working in a Level II Trauma center with 12 ORs and averaging 20-30 surgeries per...
-
Educational Support Specialist in Berwyn, PA
1 week ago
Berwyn, Illinois, United States ProCare Therapy Full timeAbout the RoleProCare Therapy seeks a dedicated and experienced School Paraprofessional to join our educational team in Pennsylvania.Key Responsibilities:Assist teachers with classroom management and provide instructional support Work one-on-one with students who need additional assistance Support students with special needs, adapting activities to suit...
-
Berwyn, Illinois, United States MacNeal Hospital Full timeJob OverviewWe are seeking a skilled Cardiothoracic Surgery Specialist to join our team at MacNeal Hospital for a travel locum position. This opportunity offers the chance to work in a dynamic environment and contribute to the hospital's mission.CompensationThe estimated salary for this role is $250,000 per year, based on industry standards and location....
-
Pharmaceutical Specialist
3 days ago
Berwyn, Illinois, United States ChenMed Full timeAbout the Role:We are seeking a highly skilled Pharmaceutical Specialist to join our team at ChenMed. As a key member of our healthcare team, you will play a vital role in ensuring the efficient and organized operation of our medication rooms.Responsibilities:Prepare and deliver medications under the direct supervision of dispensing providers, adhering to...
-
Virtual Education Specialist
1 week ago
Berwyn, Illinois, United States VocoVision Full timeAs a Virtual Education Specialist with VocoVision, you will have the opportunity to make a positive impact on the lives of students with unique learning needs.We are seeking an Illinois-certified Special Education Teacher based to work remotely for the 2024-2025 academic year. With a strong commitment to helping children achieve academic success, you will...
-
Medical Oncology Specialist
7 days ago
Berwyn, Illinois, United States RecruitWell Full timeJob Opportunity in Hematology and OncologyWe are seeking a highly skilled Medical Oncology Specialist to join our team in Berwyn, Illinois. This is an excellent opportunity for a physician who is passionate about delivering high-quality patient care in a dynamic outpatient setting.About the Role:This locum or locum-to-perm position offers a unique chance to...
-
Revenue Operations Specialist
4 weeks ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Revenue Operations Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...
-
Berwyn, Illinois, United States Suburban Otolaryngology Full timeJob SummaryWe are seeking a skilled Hearing Specialist to join our team at Suburban Otolaryngology. This rewarding role offers the opportunity to make a positive impact on patients' lives while working in a dynamic and supportive environment.About the RoleThe ideal candidate will possess excellent communication and interpersonal skills, with a strong focus...