Manager - Client Analytics Services Veeva SystemsManager - Client Analytics ServicesPhiladelphia, PA$110,000–$180,000 / yearLeveraging their knowledge and skillsets, Managers support current clients by delivering insights and analytics leveraging Crossix Analytics Products and Services, sharing best practices, managing ongoing client relationships, and working with a team to execute on the analytics. Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation's conduct-including customers, employees, and the community-in addition to shareholders' interests.
Accounting Manager - Client Accounting Services Core Financial OutsourcingAccounting Manager - Client Accounting ServicesDoylestown, PAUnlike traditional accounting roles that focus on a single company, our team partners with multiple clients, providing broad exposure to different businesses, financial structures, and operational challenges. The Accounting Manager - Client Accounting Services is responsible for overseeing accounting services for a portfolio of client accounts while managing and developing a team of accounting professionals.
NewInstitutional Client Services Administrator II Wilmington TrustInstitutional Client Services Administrator IIWilmington, DelawareWorking in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. Bachelor's degree and a minimum of 1 year relevant experience, OR in lieu of a degree, A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience.
Director - Client Analytics Services Veeva SystemsDirector - Client Analytics ServicesPhiladelphia, PA$150,000–$250,000 / yearLeveraging their knowledge and skillsets, Analytics Services Directors support current clients by showcasing Crossix Analytics Products and Services, sharing best practices, managing ongoing client relationships, and working with a team to execute on the analytics. Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation's conduct-including customers, employees, and the community-in addition to shareholders' interests.
Client Relationship Executive - Cyber Managed Services PwCClient Relationship Executive - Cyber Managed ServicesPhiladelphia, PA$122,500–$423,780 / yearAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance PwC's service offerings and address clients' most pressing business challenges. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Client Services Specialist (Remote) All Financial FreedomClient Services Specialist (Remote)Trenton, NJRemoteExplain financial concepts related to protection, accumulation, and long-term planning. This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework.
Client Service Associate (Mail & Shipping/Receiving) SPS North AmericaClient Service Associate (Mail & Shipping/Receiving)Horsham, PA$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Institutional Services Account Review - Client Administrator II Wilmington TrustInstitutional Services Account Review - Client Administrator IIWilmington, DelawareProcesses all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.
NewWork-From-Home Client Services Associate AILWork-From-Home Client Services AssociatePhiladelphia, PARemoteYou will work with warm leads, receive training and mentorship, and build a career focused on helping people make informed protection decisions. AO Globe Life is growing and looking for Client Services Associates who can deliver an excellent experience to individuals and families seeking insurance information.
Director, Client Services InizioDirector, Client ServicesPhiladelphia, PennsylvaniaThis is a senior client leadership role where you'll oversee a portfolio of pharmaceutical and healthcare clients, growing accounts, strengthen relationships, and shape solutions that make an impact. If you're someone who enjoys building long-term client partnerships, spotting opportunities for growth, and leading teams to deliver great work, we'd love to hear from you.
Client Services Representative (Temporary) Baker Tilly Advisory Group, LPClient Services Representative (Temporary)Philadelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Services Representative Baker Tilly Advisory Group, LPClient Services RepresentativePhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Accountant- Client Accounting Services Core Financial OutsourcingSenior Accountant- Client Accounting ServicesDoylestown, PACore Financial Outsourcing is a growing accounting and advisory firm supporting businesses across multiple industries with bookkeeping, accounting, tax, and consulting services. We are seeking a Senior Accountant to support multiple client engagements and play a key role in delivering accurate financial reporting and accounting support.
Index Client Services Analyst NASDAQ Omx Group, Inc.Index Client Services AnalystPhiladelphia, PA$66,000–$112,000 / yearAs an Index Client Services Analyst reporting to the Director Client Success Management, you'll play a key role in supporting some of the world's largest financial institutions as they rely on Nasdaq's global index products. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.
Senior Manager, Client Service Alera GroupSenior Manager, Client ServiceBerwyn, PennsylvaniaRemoteAs a Senior Manager, Client Service , you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
NewWork From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociatePhiladelphia, PennsylvaniaGlobal 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. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Onboarding Specialist (Retirement & Financial Services) Benetrends FinancialClient Onboarding Specialist (Retirement & Financial Services)Lansdale, PennsylvaniaRemoteThis role plays a critical part in delivering a smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing documentation, supporting stock issuance activities, and assisting with SBA lender requirements. We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialist to support our ROBS (Rollover as Business Start-Up) on-boarding process.
Fleet Client Services and Billing Specialist II Cox AutomotiveFleet Client Services and Billing Specialist IIPhiladelphia, PennsylvaniaCox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services customers utilizing its 20+ nationwide service centers; each offering select services, such as accident repair, paint, refurbishment, and heavy mechanical repair.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficePhiladelphia, PennsylvaniaResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeWilmington, DelawareAll 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. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .