Fulfillment Associate, Compliance Services Wolters KluwerFulfillment Associate, Compliance ServicesWilmington, DE$27,700–$46,450 / yearWe've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019 and 2018. As a Fulfillment Associate, you will manage the receipt, and examination of legal notices and filings according to corporate statutes, laws and regulations for each U.S. state and globally.
Coordinator, Employer Services VestwellCoordinator, Employer ServicesKing of Prussia, PA$55,000–$60,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Trading Services Specialist IV JPMorgan Chase Bank, N.A.Trading Services Specialist IVNewark, DEFull timeThis position is not eligible for H1B or Sponsorship******* JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Operations Support Analyst I WSFS BankClient Operations Support Analyst INewark, Delaware$42,289–$69,475This position supports critical cash logistics functions by processing transactions, managing operational workflows, maintaining customer records, and ensuring service requests are completed accurately and within established service levels. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Senior Associate, Employer Services Account Manager VestwellSenior Associate, Employer Services Account ManagerKing of Prussia, PARemote$70,000–$80,000 / yearYour responsibilities will include, but are not limited to: Client Relationship Management: Independently manage and retain relationships with top ARR clients and pooled plans across Vestwell platforms, addressing post-onboarding needs such as plan design changes, year-end testing, education, and ongoing inquiries. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization.
Coordinator, Saver Services VestwellCoordinator, Saver ServicesKing of Prussia, PA$50,000–$55,000 / yearVestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Financial Advisor, Truist Investment Services, Lancaster, PA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Lancaster, PAWayne, PAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Alpha Front Office Services, Vice President State StreetAlpha Front Office Services, Vice PresidentBerwyn, PennsylvaniaPosition will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Trade Settlement, Performance, Reconciliation and others, and act as a subject matter expert for Front Office. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Alpha Services Optimization & Strategy, Assistant Vice President State Street CorporationAlpha Services Optimization & Strategy, Assistant Vice PresidentBerwyn, PA$80,000–$140,000 / yearExperience integrating with other industry software providers to promote platform interoperability (i.e. Bloomberg PORT, CRD, BRS Aladdin, SimCorp Dimension, Factset, Fidessa Minerva, Eze Software, etc.) (all portfolio management platforms). As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
NewAlpha Front Office Services, Assistant Vice President State Street CorporationAlpha Front Office Services, Assistant Vice PresidentBerwyn, PA$80,000–$140,000 / yearPosition will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Trade Settlement, Performance, Reconciliation and others, and act as a subject matter expert for Front Office. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Real Estate Services Coordinator Pyramid Consulting, IncReal Estate Services CoordinatorRadnor, PA$19–$20 / hourBy applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Our client is a leading Commercial Real Estate Services and Investment Industry and we are currently interviewing to fill this and other similar contract positions.
Work From Home - Client Benefits Representative Global Elite Empire ConsultantsWork From Home - Client Benefits RepresentativeLancaster, PennsylvaniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Business Development Manager, Site Services ProconexBusiness Development Manager, Site ServicesKing of Prussia, PAWe provide a full portfolio of Process Automation Control Systems, Valves and Control Devices, and related technologies and services to a range of customers—in the Life Sciences, Chemical, Power, Refining, Oil & Gas, Food & Beverage, Paper, Metals, and other industries, as well as commercial enterprises and campus facilities. This role owns the sales cycle from opportunity identification through contract negotiation and collaborates closely with Account Management, Operations, and Recruiting teams to ensure solutions are accurately scoped, operationally feasible, and positioned for long-term customer success.
Non Registered Client Associate - Citadel Wealth Management CitadelNon Registered Client Associate - Citadel Wealth ManagementWest Chester, PAIn this role, the ideal candidate will assist one or more Financial Advisor's with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, and provides overall customer service support to clients. Ability to set priorities and handle multiple tasks in a fast-paced work environmenbility to build and foster strong client relationships through strong service to our members.
Wealth Client Associate Wilmington TrustWealth Client AssociateWilmington, DelawareBachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience. In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help clients access tailored financial solutions.
Financial Services Sales Representative - Moneyguard Lincoln Financial GroupFinancial Services Sales Representative - MoneyguardRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Financial Services Representative, College Graduate - Greenville, DE FidelityFinancial Services Representative, College Graduate - Greenville, DEGreenville, DelawareRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you: Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity.
Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid Wilmington TrustTransfer Agent Operations Specialist (Global Capital Markets Support Services) - HybridWilmington, DelawareIn this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.
Financial Services Sales Representative - Annuities Lincoln National CorpFinancial Services Sales Representative - AnnuitiesRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Insurance Client Relations Specialist Jason Street - Allegiance InsuranceInsurance Client Relations SpecialistFairfield, NJFull timeAs a Insurance Client Relations Specialist with Jason Street - Allegiance Insurance, you will play a key role in helping clients protect what matters most while delivering exceptional service and support. You will build strong customer relationships, assist clients with their insurance needs, and provide knowledgeable guidance on coverage options and policy changes.