NewClient Service Associate JobotClient Service AssociateNewtown Square, PA$75,000–$115,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you are an optimistic and client focused person who is a self starter and problem solver and loves to provide top notch service to both our advisors and our clients, then this is the home for you!
NewManager, Business Tax Services - Private Clients KPMGManager, Business Tax Services - Private ClientsPhiladelphia, PALicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients.
NewSenior Manager, Business Tax Services - Private Clients KPMGSenior Manager, Business Tax Services - Private ClientsPhiladelphia, PALicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients.
Experience with AWS (Amazon Web Services) & Microsoft Azure - Advanced Pinnacle Technical ResourcesExperience with AWS (Amazon Web Services) & Microsoft Azure - AdvancedWilmington,, Delaware$80–$85 / hourContractorJob Description: Expert in in Amazon Web Services and Microsoft Azure technology and design technique as well as experience working across large environments with multiple operating systems/infrastructure for large-scale programs (e.g., Expert Engineers) starting to be firm-wide resources working on projects across Client. Apply expertise in programming languages such as Java, Python, SQL, Node, Go, and Scala; work with open source RDBMS and NoSQL databases; utilize container orchestration tools like Docker and Kubernetes; and leverage a wide range of AWS services.
NewFood Service Manager AramarkFood Service ManagerGlen Mills, PAThe Food Service Manager at the Delaware County Jail is a management position responsible for developing and implementing dining solutions to meet customer needs and tastes. Adopt all Aramark processes and systems, understand performance metrics, data, order and inventory trends; educate teams on key levers to improve margins.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)King of Prussia, PA$85,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.
NewAudit Manager - Public Accounting JobotAudit Manager - Public AccountingFranklin Center, PA$120,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.
Customer Service Representative Child Guidance Resource CenterCustomer Service RepresentativeHavertown, PAReception activities including answering incoming & making appointment reminder calls, checking clients in/out for appointments, scheduling appointments, verifying client insurance coverage, maintaining conference room schedules, mail distribution. Mail/email clinical discharge summary forms / risk of closure letters, closure letters, engagement letters to client/legal guardian.
NewTax Manager (mostly Remote) JobotTax Manager (mostly Remote)Lancaster, PARemote$115,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
Retail Customer Service Associate FedExRetail Customer Service AssociateExton, PennsylvaniaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewTeam Store Retail Manager - Citizens Bank Park AramarkTeam Store Retail Manager - Citizens Bank ParkPhiladelphia, PABENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Responsible for many of the non-selling aspects of the retail operation including inventory management, warehouse management, receiving, ticketing and distribution.
Catering Manager - West Chester University AramarkCatering Manager - West Chester UniversityWest Chester, PAProvide completed Banquet Event Orders to team and provide quality assurance all requests are met prior to event. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential.
NewTax Manager, Passthroughs KPMGTax Manager, PassthroughsPhiladelphia, PALicensed CPA, Enrolled Agent or J.D./LL.M., in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Keep up to date on current tax practices, new technologies and tools used in client service delivery and participate in technology or process development initiatives; participate in and contribute to market and business activities external to the firm.
NewSenior Manager, Global Equity KPMGSenior Manager, Global EquityPhiladelphia, PAResponsibilities: Deliver and manage a team focused on assisting our clients with their global incentive arrangements including share-based compensation and KPMG's sourcing/reporting tool which includes, but is not limited to, applying local jurisdictional corporate and payroll tax rules to incentive arrangements, identifying and analyzing operational matters that may contribute to tax exposure, engage with member firms for technical support, executive and employee communications; identify tax savings opportunities; plan and design global incentive arrangements to optimize tax and operational efficiencies; advise on corporate transaction (such as merger and acquisition, divestiture, IPO, and more) impact on global incentive arrangements. Minimum seven years of recent experience in expatriate tax, employer benefit strategies, or incentive compliance experience; preferred experience in at least three of following areas: total rewards and benefits, global compensation and equity sourcing and taxation, domestic and global employment tax compliance and consulting, merger and acquisition advisory, executive compensation and compensation integration, mobility tax compliance and consulting, corporate taxation, ASC 718, ASC 740, share-based compensation delivery and data and analytics.
NewSenior Manager, Mutual Fund Tax KPMGSenior Manager, Mutual Fund TaxPhiladelphia, PABachelor's degree in Accounting from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects.
NewSenior Manager, Pass‑Through Taxation KPMGSenior Manager, Pass‑Through TaxationPhiladelphia, PA$153,425–$332,695 / yearBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewSenior Concessions Manager - Philadelphia Zoo AramarkSenior Concessions Manager - Philadelphia ZooPhiladelphia, PAAdopt all Aramark processes and systems, understand performance metrics, data, order and inventory trends; educate teams on key levers to improve margins. Job Description The Senior Concessions Manager is a management position responsible for developing and implementing dining solutions to meet customer needs and tastes.
Loan Servicing Administrative Coordinator BC ForwardLoan Servicing Administrative CoordinatorNewark, DE$25–$28 / hourFull timeThe ideal candidate will have strong experience in syndicated loan servicing, task assignment, and reconciliation and a proven ability to manage high-volume workflows, interpret loan documentation, and coordinate across operations teams. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Client Service Associate / Client Service Manager Wealth Enhancement Group LLCClient Service Associate / Client Service ManagerMalvern, PA$60,000–$90,000 / yearPossess a strong understanding of financial terminology and products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Client Services Manager Bayada Home Health Care, Inc.Client Services ManagerWynnewood, PAAs a Client Services Manager, you will oversee the coordination of client services, manage scheduling and staffing needs, build strong relationships with clients and referral partners, and contribute to the continued growth and success of the office. We are seeking a motivated, service-oriented professional to join our team and play a key role in coordinating care, supporting staff, and ensuring exceptional client experiences.
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsPA$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsPA$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Account Manager of Client Services / Skilled Nursing / Long Term Care Pharmacy Services BrightSpring Health ServicesAccount Manager of Client Services / Skilled Nursing / Long Term Care Pharmacy ServicesPAPharMerica, an affiliate of BrightSpring Health Services, delivers personalized pharmacy care through dedicated local teams, serving health care providers such as skilled nursing facilities, senior living communities, and hospitals. Our Pharmacy group focuses on providing exceptional customer service and meeting the pharmacy needs for hospitals, rehabilitation hospitals, long-term acute care hospitals, and other specialized care centers nationwide.
Client Services Associate Bayada Home Health Care, Inc.Client Services AssociateNewtown Square, PAThrough hands-on experience and mentorship, Client Services Associates gain valuable exposure to all aspects of office operations, client services, scheduling, staffing, and team management - preparing them for future growth opportunities within the organization, including advancement into Client Services Manager roles. Are you looking for an exciting opportunity in a fast-growing industry where you can make a meaningful impact while building your career?
NewClient Services Coordinator - Wealth Advisory - Shared Services Center CliftonLarsonAllen LLPClient Services Coordinator - Wealth Advisory - Shared Services CenterKing of Prussia, PA$25–$32 / hourStrong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesRadnor, PA$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
Client Services Director Visiting Angels Greater PhiladelphiaClient Services DirectorHavertown, PAFull timeSolve day-to-day puzzles: matching clients with the right caregivers, balancing urgent needs, and ensuring continuity of care, when needed; Help Recruitment team to ensure right hiring; Support Wellness team in assessment visits and supervisory visits. As one of the nation’s most trusted names in non-medical home care, we’re searching for a Client Services Director who thrives on managing people, building relationships, and untangling complex situations with empathy and precision.
Coordinator, Client Services VestwellCoordinator, Client ServicesKing of Prussia, PA$50,000–$55,000 / 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.
Client Accounting Services (CAS) Department Manager MBE CPAsClient Accounting Services (CAS) Department ManagerLancaster, PARemoteFull timeThis is a unique opportunity for an experienced CAS leader to build the practice from the ground up , establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateWilmington, 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. 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.
Lead Medical Laboratory Scientist- Lab Client Services- Hospital of the University of Pennsylvania Penn MedicineLead Medical Laboratory Scientist- Lab Client Services- Hospital of the University of PennsylvaniaPhiladelphia, PAStarts up, shuts down, and performs maintenance of lab equipment and instruments; When test system performance deviates from acceptable level, takes appropriate corrective action according to established procedures; Documents all corrective actions taken, including calling technical support; Immediately notifies Supervisor and/or Director if unable to resolve test system issue; Ensures test results are not reported until all corrective action has been taken and test system is performing within specifications; Investigates laboratory incident reports and documents the findings as per UPHS procedures. The incumbent's additional responsibilities will include, but are not limited to, performing waived, moderate, and/or high-complexity tests and procedures in clinical laboratory sections, performing appropriately requested clinical laboratory analyses on all types of laboratory specimens, and documenting accurate laboratory results for the diagnosis and treatment of disease.
Client Services Coordinator Johnson ControlsClient Services CoordinatorWest Chester, PennsylvaniaJohnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education. Under general supervision, coordinates customer service requests, from initiation to service completion, and maximizes technical resource productivity and profitability by efficiently coordinating technician schedules and needs.
Client Services Associate RHClient Services AssociateKing of Prussia, PAWe are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.
Coordinator, Client Services Vestwell Holdings Inc.Coordinator, Client ServicesKing of Prussia, PA$50,000–$55,000 / 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. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.
NewClient Services Representative hibu,Inc.Client Services RepresentativeKing of Prussia, PAA representative provides accurate information regarding company products and processes, partners with clients and Sales to resolve claims, and works to retain clients by reselling product value when appropriate. A Client Services Representative is responsible for answering calls from Client's and Sales regarding any billing-related concerns the Hibu Support team is unauthorized to handle.
Client Tax Operations - Securities Services US Tax Withholding Associate JPMorgan Chase Bank, N.A.Client Tax Operations - Securities Services US Tax Withholding AssociateNewark, DEFull timeThe US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. 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.
Client Services Administrative Assistant A University of PennsylvaniaClient Services Administrative Assistant AKennett Square, PA$16.83–$19 / hourLong-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning.
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.
Senior Client Service Manager GallagherSenior Client Service ManagerMedia, PennsylvaniaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely , tailored solutions.
Internal Audit - Audit Consultant ( Wealth Advisory and Institutional Client Services) M&T Bank CorpInternal Audit - Audit Consultant ( Wealth Advisory and Institutional Client Services)Wilmington, DE$118,200–$197,000 / yearSpecific subject matter expertise regarding internal audit disciplines or in one or more of the following Lines of Businesses (LOBs) such as Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services, or support functions such as Treasury, Finance, Compliance, Technology, Operations, Risk Management, or Credit Administration. Scope of Responsibilities: This role operates independently within a matrix reporting environment and is responsible for the timely delivery of high quality, value-added audit reports for a variety of business activities (complex in nature), which meet the requirements of the Audit Committee and regulatory expectations.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateWest Chester, 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 Services Associate Waldron Private WealthClient Services AssociateWayne, PAFull timeProvide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
Client Executive - Financial Services (Large Financial Institutions) TransUnionClient Executive - Financial Services (Large Financial Institutions)PA$92,250–$153,750 / yearFor You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. The Client Executive is a strategic, client-facing leader responsible for driving growth and deepening relationships with a key financial services client through data-driven solutions in credit, fraud, and marketing analytics.
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) .
U.S. Private Bank - Head of U.S. Private Bank Client Service - Managing Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Head of U.S. Private Bank Client Service - Managing DirectorNewark, DEFull timeAs the Head of U.S. Private Bank Client Service within the U.S Private Bank, you will lead Client Service teams across Delaware, Chicago, Houston, and Scottsdale, who deliver a consistent, high-touch experience for high-net-worth families across the U.S. This leader partners closely with local leadership to deliver a high-touch, control-strong, and increasingly seamless client experience, while modernizing service through technology, operating model evolution, and data-driven management. This individual will lead a team of approximately 500 professionals (Service Managers, Client Service Associates, and support teams), with accountability for day-to-day execution, talent strategy, risk and controls, service quality, and transformational change.
Work From Home - Bilingual Client Services Representative AO Garcia AgencyWork From Home - Bilingual Client Services RepresentativeBear, DelawareRemoteAll 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. Preferred Qualifications: • Bilingual (Spanish and English) • Excellent communication skills• Leadership capabilities • Self-starter • Positive attitude • Growth mindset .
Staff Accountant, Client Services Specialist Gateway Search AssociatesStaff Accountant, Client Services SpecialistKing Of Prussia, PennsylvaniaThis position will oversee general ledger management, reconciliations, cash flow tracking, and monthly close, while assisting leadership with financial analysis and special projects. Technical Focus: Month end close, multi entity accounting, reconciliations, cash management, financial reporting, and general ledger oversight, Private Family Office .
Client Service Associate - MoneyGuide Envestnet IncClient Service Associate - MoneyGuideBerwyn, PALeverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
Client Service Associate - MoneyGuide EnvestnetClient Service Associate - MoneyGuideBerwyn, PAFull timeLeverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.