Client Liaison Specialist
1 week ago
The Client Service Associate will work in a hybrid/remote setting, supporting a senior financial advisor with various aspects of practice management. This position requires 24-30 hours of work per week and offers opportunities for career growth and expanding duties and responsibilities within the role.
Key Responsibilities- Conduct email marketing and client correspondence to ensure timely and effective communication.
- Track the business pipeline and generate reports to analyze performance.
- Produce Morningstar portfolio analyses and one-click portfolio review reports using internal CRM.
- Assist in preparing for client and prospect meetings by gathering information and communicating with clients.
- Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, PowerPoint, and OneNote.
- Knowledge of Adobe Reader and Writer.
- Experience with business correspondence and excellent organizational and time management skills.
- Ability to communicate effectively, both verbally and in writing.
The estimated salary for this position is $45,000 - $55,000 per year, based on location and industry standards.
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Client Care Specialist
2 weeks ago
Bala Cynwyd, United States Aveanna Healthcare LLC Full timeThe Client Service Supervisor is responsible for scheduling caregivers to meet patient needs while minimizing the number of unstaffed shifts. This role takes the lead in reactivating engagement among caregivers who have not been actively working. Res Specialist, Staffing, Client, Processing, Operations, Caregiver, Healthcare
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Client Service Coordinator
2 weeks ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeWe are looking for a detail-oriented Client Service Coordinator to support our Financial Professionals and their clients. The ideal candidate will have excellent communication skills, be able to work independently, and have a passion for serving others.Key ResponsibilitiesSupport new business processing for multiple Financial Professionals and their...
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Business Operations Specialist
2 weeks ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeMassMutual Greater Philadelphia is seeking a highly skilled Business Operations Specialist to join their team. As a key member of the organization, you will play a pivotal role in supporting new business processing for multiple Financial Professionals and their businesses.Job ResponsibilitiesOwnership of the processing and workflow for insurance and...
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Client Support Representative
3 weeks ago
Bala Cynwyd, United States RPI Philadelphia Full timeRocksteady Promotions delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Support Representative role to help us achieve our lofty goals. The Client...
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Client Care Specialist
3 months ago
Bala-Cynwyd, United States Aveanna Healthcare Full timeJob DescriptionJob DescriptionEntry Level Management positionAveanna is looking for a passionate, empathetic, motivated, and COMMITTED individual to join a team that is impacting the lives of families in our community each day. This is an incredible, entry-level opportunity offering amazing growth potential! Jump start your career, learn a lot, and most...
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Client Care Specialist
3 months ago
Bala Cynwyd, United States Aveanna Healthcare Full timeEntry Level Management positionAveanna is looking for a passionate, empathetic, motivated, and COMMITTED individual to join a team that is impacting the lives of families in our community each day. This is an incredible, entry-level opportunity offering amazing growth potential! Jump start your career, learn a lot, and most importantly help our clients every...
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Client Care Specialist
2 months ago
Bala Cynwyd, United States Aveanna Healthcare LLC Full timeEntry Level Management position Aveanna is looking for a passionate, empathetic, motivated, and COMMITTED individual to join a team that is impacting the lives of families in our community each day. This is an incredible, entry-level opportunity offering amazing growth potential! Jump start your career, learn a lot, and most importantly help our clients...
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Customer Support Specialist
1 week ago
Bala-Cynwyd, Pennsylvania, United States The Anxiety and Agoraphobia Treatment Center Full timeJob Title: Customer Support SpecialistAbout the PositionWe are seeking a highly skilled and customer-focused Customer Support Specialist to join our team at The Anxiety and Agoraphobia Treatment Center. This role will be responsible for providing exceptional support to clients and visitors.Key Responsibilities:Greet clients and visitors, ensuring a positive...
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Regulatory and Accreditation Specialist
3 months ago
Bala Cynwyd, United States Pennsylvania Medicine Full timePenn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines. Today at Penn...
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Personal Care Specialist in Philadelphia
2 weeks ago
Bala-Cynwyd, Pennsylvania, United States HomeCentris Healthcare Full timeNew Year, New CareerAs a Personal Care Specialist with HomeCentris Healthcare in the Mid-Atlantic Region, you will be part of the fastest growing homecare agency.We have immediate openings for qualified, compassionate & dedicated caregivers, for our Personal Care division. Benefits include competitive wages ($15-$18/hour), PTO (Maryland Caregivers only),...
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Administrative Support Specialist
2 weeks ago
Bala-Cynwyd, Pennsylvania, United States The Anxiety and Agoraphobia Treatment Center Full timeJob Title: Administrative Support SpecialistEstimated Salary: $40,000 - $50,000 per year.Job Description:The Anxiety and Agoraphobia Treatment Center in Bala Cynwyd, PA is seeking a highly organized and detail-oriented Administrative Support Specialist to join our team. This role is essential in providing excellent customer support and ensuring smooth office...
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Public Policy Liaison Specialist
7 days ago
Bala-Cynwyd, United States Alliance for Decision Education Full timeJob Overview:The Public Policy and Partnerships Associate is responsible for managing relationships with the members of the Alliance Councils and other external partners and networks, facilitating their engagement, and ensuring the smooth execution of activities and events.Key Responsibilities:Develop and execute engagement strategies to foster strong...
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Personal Care Specialist
1 week ago
Bala-Cynwyd, United States Euphoric Home Care Services LLC Full timeJob OverviewEuphoric Home Care Services LLC is seeking a compassionate and skilled Personal Care Specialist to join our team. As a key member of our care team, you will be responsible for providing exceptional personal care services to our clients.
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Pediatric Home Health Nurse Specialist
1 month ago
Bala Cynwyd, United States Care Options For Kids Full timeAbout the RoleCare Options for Kids is a leading pediatric home healthcare provider, committed to delivering specialized care to children and their families. As a Pediatric Home Health Nurse Specialist, you will be part of our dedicated team, working closely with clients and their loved ones to provide personalized care and support.BenefitsCompetitive...
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Financial Support Associate
2 weeks ago
Bala-Cynwyd, United States MassMutual Greater Philadelphia Full timeMassMutual Greater Philadelphia is seeking a highly skilled Financial Support Associate to join their team. This role plays a critical part in supporting our Financial Professionals and their clients, ensuring they receive the service we promise them.ResponsibilitiesSupport new business processing for multiple Financial Professionals and their...
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Data Insight Specialist
7 days ago
Bala Cynwyd, United States NTT DATA Full time**About the Role**NTT DATA is seeking an experienced Data Insight Specialist to join our team in Bala Cynwyd, Pennsylvania (US). As a key member of our data analytics team, you will be responsible for providing insights and recommendations to clients and stakeholders to drive business growth and success.**Key Responsibilities:**Analyze large datasets to...
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Group Benefits Administrator
2 weeks ago
Bala-Cynwyd, Pennsylvania, United States PeopleShare Full timeOur client in Bala-Cynywd is seeking a highly skilled Group Benefits Administrator to manage the administration of group benefit plans, conduct audits for benefit eligibility, and participate in annual enrollment planning. This role will also involve acting as a liaison between vendors and team members to resolve issues.Requirements:Minimum 2+ years of...
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Product Specialist
2 weeks ago
Bala Cynwyd, United States BMW of the Main Line Full timeJob SummaryWe are seeking a Product Specialist - Customer Experience Expert to join our team at BMW of the Main Line. As a key member of our sales team, you will be responsible for delivering exceptional customer service and providing comprehensive product information throughout the sales process.Key Responsibilities:* Provides in-depth product knowledge and...
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Actuarial Pricing Specialist
4 weeks ago
Bala Cynwyd, United States GBLI Global Indemnity Full timeCompany OverviewGBLI Global Indemnity is a leading provider of insurance solutions. Our team is dedicated to delivering exceptional service and expertise to our clients.Salary RangeThe estimated salary for this position is between $90,000 and $140,000 per annum, based on industry standards and market conditions.Job DescriptionWe are seeking a highly skilled...
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Operations Specialist
4 months ago
Bala Cynwyd, United States Aveanna Healthcare LLC Full timeOverviewPosition OverviewThe Operations Specialist - Onboarding/Employee Records is responsible for providing top level customer service to internal and external clients as it relates to branch location's clinical operational support activities. Essential Job Functions Personnel Activities: o Participates in location recruiting activities, including...