Client Service Associate
2 days ago
We 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 Responsibilities- Provide technical support to clients via phone, email, and web-based platforms
- Collaborate with internal teams to resolve client issues and concerns
- Develop and maintain strong relationships with clients to ensure their needs are met
- Stay up-to-date with product knowledge and provide training to clients as needed
- Participate in individual or team projects to expand client support offerings
- Bachelor's degree in business, finance, or related field of study
- 1+ years of experience in a client-facing role, preferably in the financial services industry
- Excellent troubleshooting skills and experience in issue management
- Ability to quickly grasp complicated situations and deliver quality service
- Well-developed organizational skills, with attention to detail
- Comfortable operating in tight deadlines with the ability to balance multiple priorities
Envestnet is a leading provider of technology-enabled investment and practice management solutions to financial advisors. We offer a highly competitive compensation and benefits package, as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
-
Client Service Associate
2 weeks ago
Berwyn, Pennsylvania, United States Sequoia Financial Group Full timeAbout Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives by providing exceptional financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters...
-
Client Services Associate
2 weeks ago
Berwyn, Pennsylvania, United States WSFS Bank Full timeJob DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...
-
Client Service Associate
3 weeks ago
Berwyn, Pennsylvania, United States WSFS Bank Full timeJob SummaryBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.Job...
-
Client Service Associate
4 weeks ago
Berwyn, Pennsylvania, United States Envestnet Full time{"Job Title": "Client Service Associate - Tamarac Reporting", "Job Summary": "We are seeking a skilled Client Service Associate to provide technical support for our Tamarac Reporting product. This role is crucial in ensuring exceptional customer satisfaction through expert technical support and training on our products. The ideal candidate will develop...
-
Client Service Representative
2 weeks ago
Berwyn, Pennsylvania, United States Sequoia Financial Group Full timeAbout Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters growth and...
-
Client Service Manager
2 weeks ago
Berwyn, Pennsylvania, United States Envestnet Full timeAbout 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 Manager, Employee Benefits Specialist
2 weeks ago
Berwyn, Pennsylvania, United States GBS - Global Full timeAbout 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....
-
Clinical Services Associate
2 weeks ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timeJob Title: Clinical Services AssociatePenn Medicine is committed to delivering exceptional patient care and advancing medical research. As a Clinical Services Associate, you will play a vital role in supporting our clinical teams and contributing to our mission.Key Responsibilities:Provide exceptional patient care and support to our clinical teamsAssist with...
-
Patient Services Associate
2 weeks ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timeJob Title: Patient Services AssociatePenn Medicine is dedicated to delivering exceptional patient care, conducting innovative research, and educating future healthcare professionals. As a Patient Services Associate, you will play a vital role in ensuring the highest level of care for our patients.Key Responsibilities:Provide exceptional patient service,...
-
Clinical Services Associate
4 weeks ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timeJob Title: Clinical Services AssociatePenn Medicine is a leading academic medical center dedicated to delivering exceptional patient care, conducting innovative research, and educating future healthcare professionals. As a Clinical Services Associate, you will play a vital role in supporting our clinical teams and contributing to our mission of providing the...
-
Patient Services Associate
3 weeks ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timeJob Title: Patient Services AssociatePenn Medicine is committed to delivering exceptional patient care and service. As a Patient Services Associate, you will play a vital role in ensuring that our patients receive the highest level of care and attention.Key Responsibilities:Provide exceptional patient service and support to patients and familiesAssist with...
-
Clinical Services Associate
4 weeks ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timeAbout the RolePennsylvania Medicine is dedicated to delivering exceptional patient care, conducting innovative research, and educating future healthcare leaders. As a Clinical Services Associate, you will play a vital role in our tripartite mission.Key ResponsibilitiesProvide exceptional patient care, including rooming patients, obtaining vital signs, and...
-
Patient Services Associate
4 weeks ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timeJob Title: Patient Services AssociatePenn Medicine is dedicated to delivering exceptional patient care, conducting innovative research, and educating future healthcare leaders. As a Patient Services Associate, you will play a vital role in supporting our tripartite mission.Job Summary:Assist the practice/department in maintaining a patient/customer focus,...
-
Institutional Client Support Specialist
2 weeks ago
Berwyn, Pennsylvania, United States Envestnet Full timeJob 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...
-
Wealth Development Associate
4 weeks ago
Berwyn, Pennsylvania, United States Sequoia Financial Group Full timeJob SummarySequoia Financial Group is a leading Registered Investment Advisor (RIA) seeking a highly motivated and detail-oriented Wealth Development Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our Advisors in delivering exceptional client experiences.Key ResponsibilitiesClient...
-
Clinical Services Associate
3 weeks ago
Berwyn, Pennsylvania, United States Pennsylvania Medicine Full timeJob Title: Clinical Services AssociatePenn Medicine is a leading academic medical center dedicated to delivering exceptional patient care, conducting innovative research, and educating future healthcare professionals. As a Clinical Services Associate, you will play a vital role in supporting our mission by providing high-quality patient care and contributing...
-
Investment Management Associate
4 weeks ago
Berwyn, Pennsylvania, United States State Street Bank and Trust Company Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our Middle Office team as an Associate 2. In this role, you will work closely with State Street teams to support premier investment management clients, ensuring timely and effective processing of requests.Key ResponsibilitiesAct as a resource within the assigned business...
-
Custodial Services Associate
4 weeks ago
Berwyn, Pennsylvania, United States Healthcare Services Group Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Custodian to join our team at Campus Services Group. As a Custodian, you will be responsible for maintaining a clean and safe environment for our students, faculty, and staff.Key ResponsibilitiesPerform janitorial and cleaning activities in assigned areas, including dust mopping, damp mopping,...
-
Customer Service Coordinator
1 week ago
Berwyn, Pennsylvania, United States Penske Truck Leasing Full timeJob SummaryA Penske Customer Service Coordinator is responsible for working with customers to schedule preventative maintenance requests, coordinate outside repairs, and plan and manage the shop work plan.Key ResponsibilitiesDevelop daily and weekly workforce plans to maximize customer service and productivity.Communicate with customers for maintenance...
-
Customer Service Coordinator
2 weeks ago
Berwyn, Pennsylvania, United States Penske Truck Leasing Full timeJob SummaryA Penske Customer Service Coordinator is responsible for working with customers to schedule preventative maintenance requests, coordinate outside repairs, and plan and manage the shop work plan. This role is located at our Berwyn, NJ facility and requires a strong customer service focus, excellent communication skills, and the ability to work...