140 Results for

Client Services Jobs in Upper Dublin, PA

Jobs

Firm Operations Manager Calqulate

Ambler, Pennsylvania

In this pivotal operational role, you will work closely with firm leadership to streamline client onboarding, manage engagement capacity, implement practice management and AI automation tools, and ensure high-efficiency throughput across all service lines (individual/business tax, bookkeeping, and tax resolution). We are seeking an experienced Practice Operations Manager to oversee daily workflow, tax season deadlines, technology platforms, and administrative teams for a growing public accounting and tax advisory firm.

30+ days ago

Food Service Director Elior

West Chester, PA

$70,000–$75,000 / year

As a food service director, you will have the opportunity to lead a talented team of food service workers and manage all aspects of a food service department to ensure that customers and clients never miss a meal. About Summit: Focused on serving correctional institutions, Summit ensures that incarcerated people across the United States have access to delicious, healthy food at each meal.

10 days ago

Sales Operations Manager PricewaterhouseCoopers LLP

Philadelphia, PA

$99,000–$232,000 / year

Within our Sales Operations practice, you will specialize in consulting services that focus on customer sales and service strategies, analyzing engagement processes, and developing strategies to improve sales effectiveness and customer satisfaction. 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 .

30+ days ago

Sales Operations Consulting Manager PwC

Philadelphia, PA

$99,000–$232,000 / year

12 days ago

Manager Network Service Delivery (US) The Toronto-Dominion Bank

Mount Laurel, NJ

$98,160–$159,270 / year

The successful candidate brings together strong people leadership, stakeholder influence, and technical expertise to build trusted partnerships across Network Engineering, Network Architecture, Wi-Fi & Network Access Control (NAC), Employee Enablement, and business teams. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

30+ days ago

Global Capital Markets Client Administrator I - Wilmington Center Wilmington Trust

Wilmington, Delaware

Processes 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.

30+ days ago

GCM Client Administrator I Wilmington Trust

Wilmington, Delaware

30+ days ago

GCM Client Administrator I - Loan Agency Wilmington Trust

Wilmington, Delaware

30+ days ago

GCM Client Administrator II Wilmington Trust

Wilmington, Delaware

7 days ago

Client Tax Manager Vice President JPMorgan Chase & Co

Newark, DE

Experience leading teams through the adoption of AI-enabled analytics, workflow automation, or intelligent process tools to improve operational efficiency and accuracy, reduce manual effort, and support consistent, well-controlled execution through coaching, change adoption, and continuous improvement. Manage end-to-end execution of the tax reporting lifecycle including data sourcing, validation, controls, issue management, and filing deliverables such as 1042-S, 1042, and 1099 series reporting.

5 days ago

Field Services Specialist Public Health Management Corp

Philadelphia, PA

The Field Services Specialist will be required to work closely with partners in the HIV community, including medical providers, community-based organizations, and various divisions within the local and state health departments. Effectively locate people living with HIV who are newly diagnosed and/or out of medical care through home and field visits, phone calls, social media platforms, and public databases.

30+ days ago

Financial Services Sales Representative - Annuities Lincoln National Corp

Radnor, PA

$42,800–$77,700 / year

As 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.

30+ days ago

Business Development Executive, JPM Private Client (Affluent) JPMorgan Chase & Co

Wilmington, DE

As a Managing Director, business development (affluent segment) in the Private Client business development team, you will lead the go-to-market and growth strategy for the affluent segment while aligning partners across the firm to deliver a consistent client experience at scale. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

11 days ago

Manager, Multi-Service Sodexo SA

WEST CHESTER, PA

$77,605–$100,430 / year

This approximately 75-bed behavioral health facility offers an excellent opportunity for a hands-on, service-oriented leader who enjoys developing teams, building relationships, and making a meaningful impact on the patient experience. Sodexo is seeking a Manager, Multi-Service to oversee Food Services and Environmental Services (EVS) operations at Oceans Healthcare - Haven Behavioral Hospital in West Chester, Pennsylvania.

9 days ago

Bill Pay Relationship Manager Rockefeller Capital Management

Philadelphia, Pennsylvania

$10–$15 / hour
Full time

Position: The Senior Bill Pay Relationship Manager manages a portfolio of approximately 10–15 ultra-high-net-worth client relationships, working closely with Private Advisors to deliver comprehensive accounts payable and bookkeeping services. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London.

30+ days ago

Vice President, Client Integration The Citco Group Ltd

Malvern, PA

The Integration VP is responsible for assisting in the management of virtual teams and is tasked with project managing client integrations/conversions, services delivery changes and sales support. In addition, the VP will assist with securing new business, aid in the development of junior team members, reporting to senior management as well as play a lead role in global or local initiatives as required.

24 days ago

Technical Assistant (TA) - Construction Services GFT.

Philadelphia, Pennsylvania

$43,000–$53,000 / year
Full time

Actively engages multiple perspectives when solving problems, seeks to learn from peers, and encourages reciprocal learning among team members. We measure our success by the strength of our relationships – that’s why we’re the employer of choice for 5,000+ of the industry’s brightest engineers, planners, architects, inspectors, designers, and more.

3 days ago

Managing Director, Transaction Advisory Services (M&A Tax) BDO USA PC

Philadelphia, PA

$250,000–$350,000 / year

The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO's deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.

30+ days ago

Financial Services Recruiter L'attitude

Philadelphia, PA

If you're passionate about helping people grow their careers while partnering with companies to build high-performing teams, we have the perfect opportunity as a Financial Services Recruiter. At L'Attitude Recruiting, we're on a mission to connect exceptional talent with exceptional companies, and we're looking for an experienced Financial Services Recruiter to help us fuel that mission.

28 days ago

2027 Risk and Compliance Services Winter Intern - Financial & Regulatory Risk Services TAG EisnerAmper, LLC (Inactive)

Philadelphia, PA

Perform testing of controls, including entity level controls, process/activity level controls, and general computing controls (e.g., information security, program development, program change, computer operations, business continuity planning), to confirm control objectives are being met. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

23 days ago

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Client Services Jobs in Upper Dublin, PA

Firm Operations Manager Calqulate

Food Service Director Elior

Sales Operations Manager PricewaterhouseCoopers LLP

Sales Operations Consulting Manager PwC

Manager Network Service Delivery (US) The Toronto-Dominion Bank

Global Capital Markets Client Administrator I - Wilmington Center Wilmington Trust

GCM Client Administrator I Wilmington Trust

GCM Client Administrator I - Loan Agency Wilmington Trust

GCM Client Administrator II Wilmington Trust

Client Tax Manager Vice President JPMorgan Chase & Co

Field Services Specialist Public Health Management Corp

Financial Services Sales Representative - Annuities Lincoln National Corp

Business Development Executive, JPM Private Client (Affluent) JPMorgan Chase & Co

Manager, Multi-Service Sodexo SA

Bill Pay Relationship Manager Rockefeller Capital Management

Vice President, Client Integration The Citco Group Ltd

Technical Assistant (TA) - Construction Services GFT.

Managing Director, Transaction Advisory Services (M&A Tax) BDO USA PC

Financial Services Recruiter L'attitude

2027 Risk and Compliance Services Winter Intern - Financial & Regulatory Risk Services TAG EisnerAmper, LLC (Inactive)

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