Client Relationship Specialist
2 weeks ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience and driving the operational success of our local Schwab branch.
Key Responsibilities:- Provide exceptional customer service to clients, addressing their needs and concerns with tact and diplomacy
- Work closely with the Client Relationship Manager and Branch Manager to achieve business objectives and deliver a high level of client satisfaction
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored solutions to meet their needs
- Stay up-to-date on industry developments and regulatory requirements, ensuring compliance with brokerage regulations and rules
- A competitive salary and bonus or incentive opportunities
- A comprehensive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and family building benefits
- Tuition reimbursement and ongoing training and development opportunities to support your career growth
We're a purpose-driven organization that values our employees' contributions and well-being. Our supportive culture and focus on development mean you'll have the tools you need to make a positive impact in the finance industry.
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Client Relationship Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Charles Schwab Full timeJob Summary:As a Client Relationship Specialist at Charles Schwab, you will play a critical role in delivering an unparalleled client experience. You will work closely with your Client Relationship Manager and Branch Manager to assist in the operational success of the local Schwab branch. This is an excellent opportunity to bring your passion for customer...
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Client Relationship Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Charles Schwab Full timeUnlock Your PotentialAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience in our local branch. Under the guidance of your Client Relationship Manager and Branch Manager, you'll assist in operational...
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Client Relationship Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Charles Schwab Full timeUnlock Your Potential in Financial ServicesAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience, working closely with your Client Relationship Manager and Branch Manager to drive operational...
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Client Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States cyberThink Full timeJob Title: Client Relationship SpecialistAt cyberThink, we're seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our Branch Network, you'll play a critical role in delivering exceptional client experiences and driving operational success.About the Role:This is an exciting opportunity for a customer-focused individual...
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Client Relationship Associate
3 weeks ago
Philadelphia, Pennsylvania, United States Charles Schwab Full timeClient Relationship SpecialistAt Charles Schwab, we're seeking a Client Relationship Specialist to deliver exceptional service and support to our clients in a local branch. As a key member of our team, you'll play a critical role in the operational success of our branch, working closely with your Client Relationship Manager and Branch Manager to deliver an...
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Client Relationship Director
1 week ago
Philadelphia, Pennsylvania, United States Grant Thornton Full timeAbout the RoleGrant Thornton is seeking a Client Relationship Director to lead business development efforts in Philadelphia, PA. As a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building relationships with senior partners and C-suite executives, and driving sales growth.Key...
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Private Client Relationship Manager
4 weeks ago
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Private Client Relationship Manager
3 weeks ago
Philadelphia, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and retain...
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Senior Client Relationship Manager
1 week ago
Philadelphia, Pennsylvania, United States MTS Pro Services Full timeAt MTS Pro Services, we're seeking a seasoned professional to lead our client relationships and drive growth. As a key member of our team, you'll foster strong connections with our IT Managed Services clients, understanding their unique needs and delivering tailored solutions.Key Responsibilities:Cultivate strategic relationships with clients through a...
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Private Client Relationship Manager
1 month ago
Philadelphia, Pennsylvania, United States Citizens Full timeJob SummaryWe are seeking a skilled Private Client Relationship Manager to join our team at Citizens. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key Responsibilities:Acquire...
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Private Client Relationship Manager
4 weeks ago
Philadelphia, Pennsylvania, United States Citizens Full timeJob SummaryWe are seeking a skilled Private Client Relationship Manager to join our team at Citizens. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial planning and advice to help them achieve their financial goals.Key...
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Client Support Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States KOP Solutions, Inc Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Client Support Specialist 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.Your primary responsibilities will include:Providing timely and effective support to...
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Client Support Specialist
1 week ago
Philadelphia, Pennsylvania, United States EMG Group Full timeJob SummaryEmpire Management Group is seeking a highly skilled Client Support Specialist to join our team. This role will be responsible for providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely and effective support to clients via phone, email, and in-personWork...
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Client Support Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States RPI Philadelphia Full timeClient Support RepresentativeAt Rocksteady Promotions, we're on a mission to deliver exceptional client experiences that drive business growth. We're seeking a highly motivated and customer-focused individual to join our Client Support Representative team.Key Responsibilities:Engage with potential customers to educate them on our clients' products and...
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Client Support Specialist
7 days ago
Philadelphia, Pennsylvania, United States KOP Solutions, Inc Full timeWe are seeking a highly skilled Client Support Specialist 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...
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Senior Client Onboarding Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Top Stack Full timeJob Title: Senior Client Onboarding SpecialistAt Top Stack, we're revolutionizing the human capital industry by putting people back at the forefront. As a Senior Client Onboarding Specialist, you'll play a crucial role in ensuring our clients' benefit setups are accurate and compliant with regulatory guidelines.Key Responsibilities:Conduct thorough audits of...
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Senior Client Onboarding Specialist
3 days ago
Philadelphia, Pennsylvania, United States Top Stack Full timeJob DescriptionThe Senior Client Onboarding Specialist is responsible for ensuring the accuracy and compliance of client benefit setups, resolving discrepancies, and collaborating with internal teams to improve process efficiency.Key Responsibilities:Conduct thorough audits of healthcare client benefit setups to guarantee accuracy and compliance with...
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Client Setup Specialist
7 days ago
Philadelphia, Pennsylvania, United States Pyramid Consulting Full timeJob Title: Client Setup SpecialistJob Summary:We are seeking a skilled Client Setup Specialist to join our team at Pyramid Consulting, Inc. The ideal candidate will have experience in benefits administration, auditing, and quality assurance.Key Responsibilities:Audit client setup documents, including benefit templates, to ensure compliance with established...
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Client Relations Specialist
2 months ago
Philadelphia, Pennsylvania, United States David Samuel - State Farm Agent Full timePosition OverviewBenefits:Performance-based bonusesCareer advancement opportunitiesPaid time offROLE SUMMARY:As a Client Relations Specialist at David Samuel - State Farm Agent, you will play a pivotal role in creating outstanding client interactions that contribute to the success of our insurance agency. Your keen attention to detail, strong customer...
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Senior Client Onboarding Specialist
2 weeks ago
Philadelphia, Pennsylvania, United States Top Stack Full timeJob SummaryThe Senior Client Onboarding Specialist is responsible for ensuring seamless client onboarding experiences by auditing and validating benefit setups, resolving discrepancies, and maintaining compliance with regulatory and contractual guidelines.Key Responsibilities:Conduct thorough audits of healthcare client benefit setups to guarantee accuracy...