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.
Financial Services Sales Representative - MoneyGuard Lincoln National CorpFinancial 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.
Territory Account Manager (Electrical/Industrial) Shermco Industries, Inc.Territory Account Manager (Electrical/Industrial)Trenton, New Jersey$100,000–$120,000 / yearFull timePreference given to candidates with a successful sales track record in a power related industry, preferably from the high-voltage (480 VAC to 345 kV) electrical equipment testing & maintenance industry, including electrical field Services, field commissioning & acceptance testing, engineering in general including Arc Flash, Coordination Studies, transient studies, load flow analysis and general power engineering, and small scale electrical T&D or Substations construction projects. Additionally, our Professional Engineering Group, Rotating Machinery Division, Renewable Energy Services, and Field Repair and local Repair Service Centers, places Shermco in a position to handle all things electrical, all done with an emphasis on safety and client service.
Community Banking Branch Manager - Ardmore FirstrustCommunity Banking Branch Manager - ArdmoreArdmore, PAThe manager will communicate clearly and explicitly the employees' daily, weekly, and monthly goalsSchedule appointments, manage pipelines, actively participate in outside networking opportunities that lead to business generation, attends Business Banking Meetings as well as other meetings as required. $5,000.00 sign-on bonus * Primary responsibility is to manage a Branch Team of employees and/or more than one branch to develop business, provide extraordinary service to customers, maintain operational integrity and a professional office appearance, and manage operating expenses.
Community Banking Branch Manager - City Avenue FirstrustCommunity Banking Branch Manager - City AvenueBala Cynwyd, PAThe manager will communicate clearly and explicitly the employees' daily, weekly, and monthly goalsSchedule appointments, manage pipelines, actively participate in outside networking opportunities that lead to business generation, attends Business Banking Meetings as well as other meetings as required. Directs the daily sales, operational and administrative activities of the branch within the framework of corporate policies and procedures to assure good quality service to our customers, satisfied and challenged employees and an efficient and profitable operating branch.
Account Manager- Service/Repair (Allentown) TK Elevator CorpAccount Manager- Service/Repair (Allentown)Allentown, PAli>strong]:text-primary [&>li]:mb-3 [&>li]:font-bold [&>li]:text-lg print:[&>li]:mb-0 [&_ol]:my-2 [&_ol]:ml-3 [&_ol]:list-decimal print:[&_ol]:my-2 [&_p]:mb-4 [&_p]:leading-relaxed print:[&_p]:mb-0 [&_p]:print:text-sm [&_section_div_li]:ml-5 [&_section_h2]:mb-3 [&_section_h2]:text-2xl [&_section_h2]:text-black print:[&_section_h2]:mb-0 [&_section_h2]:print:text-lg [&_section_h3]:text-xl [&_ul]:mb-4 [&_ul]:ml-6 [&_ul]:list-disc [&_ul]:space-y-2 print:[&_ul]:mb-0 [&_ul_li]:leading-relaxed" style="color:var(--client-font-color)">. not(:first-child)]:before:px-2 [&>:not(:first-child)]:before:text-[var(--client-font-color)] [&>:not(:first-child)]:before:content-['] [&>:nth-child(3)]:text-[var(--client-primary-color)] [&>a>span]:hover:underline">CareerJob searchAccount Manager- Service/Repair (Allentown).
Managing Director, Transaction Advisory Services (M&A Tax) BDO USA PCManaging Director, Transaction Advisory Services (M&A Tax)Philadelphia, PA$250,000–$350,000 / yearThe 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.
Client Specialist Robert W Baird & Co IncClient SpecialistBlue Bell, PAThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
NewSales and Service Banker, Plaza Allegheny, Philadelphia, Pa Santander USSales and Service Banker, Plaza Allegheny, Philadelphia, PaPhiladelphia, PASales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.
Senior Associate, Client Accounting Services-Real Estate Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services-Real EstatePhiladelphia, 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 Service Representative SagoClient Service RepresentativePhiladelphia, PAThe world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. Experience: Previous experience in Hospitality, Hosting, Hotel or Wait Staff, Market Research, or related fields is preferred.
Service Project Manager Wachter, Inc.Service Project ManagerMount Laurel, NJThe Service Project Manager will oversee customer accounts, coordinate service delivery, support and develop field teams, and drive operational success through strong communication, organization, and problem-solving skills. Our team of dedicated electricians, engineers, and technicians provides electrical, data, security, communications, and automation services to clients in numerous industries.
Commercial Services Specialist II (Manheim) Cox CommunicationsCommercial Services Specialist II (Manheim)Bordentown, New Jersey$22.07–$33.13 / hourCox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. This role serves as a key point of contact for resolution of client issues, in collaboration with the national sales team, auction representatives, and stakeholders for clients in the assigned market center, auction or on CAIs digital platforms.
Assistant Account Manager (Commercial) Rue InsuranceAssistant Account Manager (Commercial)Hamilton, NJ$50,000–$70,000 / yearFollow up on outstanding items, including, but not limited to, policy change requests, cancellations and reinstatements, and overdue premium payments, update agency management system accordingly, and communicate any concerns to Account Manager. Reports to: Chief Operating Officer Department: Commercial Work Schedule & Classification: Full-time, salaried non-exempt position Salary: $50,000 - $70,000 Annually Required Qualifications Strong customer service mindset and skills.
Wealth Professional Services Consultant, Officer State Street CorpWealth Professional Services Consultant, OfficerPrinceton, NJ$70,000–$118,750 / yearTheir contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients.
Attest Services-Process Senior Manager Grant Thornton LLPAttest Services-Process Senior ManagerPhiladelphia, PA$197,800–$255,904 / yearExperience must have included: (1) SOC audit experience; (2) Delivering and managing multiple engagements in a public accounting firm; (3) Providing SOC services and leading audit engagement teams; (4) Preparing and reviewing audit working papers and audit reports; (5) Performing IT control and business process audit and business process control reviews; (6) Applying project management skills to effectively manage project status and timelines; (7) Utilizing audit-preparation software including SOC.X and Hyperproof platforms; and (8) working on contract renewal and reviewing fee adjustments. These services include readiness assessments, examination engagements, review engagements, agreed-upon procedures, and compliance attestations primarily focused on system and organization controls (SOC) 1, 2, 2+, and 3. Serve as key member of the senior leadership team responsible for developing, improving, and maintaining key operational processes to achieve firm strategies and goals.
Account Manager Axis Capital Holdings LTDAccount ManagerPrinceton, NJ$50,000–$75,000 / yearLeveraging expertise in Property & Casualty (P & C) commercial insurance, the AM contributes to the company's overall success by building and maintaining relationships with underwriters and brokers, ensuring exceptional customer service, and facilitating new account marketing and renewal retention efforts. Job Description: The Account Manager is responsible for delivering high-quality and efficient service to both internal and external clients, serving as a critical partner to the underwriting teams and placing brokers.
Remote Client Relationship Manager/Senior Accountant - (LLI977530) RES Consultant GroupRemote Client Relationship Manager/Senior Accountant - (LLI977530)Philadelphia, PARemote$70,000–$90,000This role is a dynamic mix of Accounting 40%, Advisory Services 30% includes both business and tax services, Tax Prep 25%, and Bookkeeping 5%, designed for someone who wants to help practice owners truly understand their numbers to make better financial decisions. Our client is a thriving CPA firm specializing in the dental industry, and they are looking for a Remote Client Relationship Manager / Senior Accountant to own a book of 30 to 40 clients.
Remote Client Relationship Manager/Senior Accountant - (Lli977530) RES Consultant GroupRemote Client Relationship Manager/Senior Accountant - (Lli977530)Philadelphia, PARemoteThis role is a dynamic mix of Accounting 40%, Advisory Services 30% includes both business and tax services, Tax Prep 25%, and Bookkeeping 5%, designed for someone who wants to help practice owners truly understand their numbers to make better financial decisions. Our client is a thriving CPA firm specializing in the dental industry, and they are looking for a Remote Client Relationship Manager / Senior Accountant to own a book of 30 to 40 clients.
Client Outcomes Manager NFI Industries IncClient Outcomes ManagerTrenton, NJ$119,516.28–$159,355.04 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. The Client Engagement Manager focuses on the strategic health and expansion of the account: Strategic Relationship Management: Act as the strategic point of contact, building deep partnerships with all NFI and Customer Stakeholders.