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.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorAllentown, PennsylvaniaRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
NewClient Associate - Financial Services SUMMIT FINANCIAL GROUP INCClient Associate - Financial ServicesDublin, PAFull timeSummit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company. · Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
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, PennsylvaniaRemote$140,000–$160,000 / yearFull timeAs 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.
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.
NewSystem Director Client Technology Services Tower HealthSystem Director Client Technology ServicesWest Reading, PennsylvaniaFull timeAdditionally, the system provides a wide range of healthcare services, such as Reading Hospital Rehabilitation at Wyomissing, home healthcare via Tower Health at Home, TowerDirect ambulance and emergency response, Tower Health Medical Group, Tower Health Providers (a clinically integrated network), and Tower Health Urgent Care facilities across its service area. Committed to academic medicine and training, Tower Health offers various programs, including residency and fellowship programs, the Drexel University College of Medicine at Tower Health, and the Reading Hospital School of Health Sciences.
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.
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.
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.
Client Services Advisor Spieldenner Financial GroupClient Services AdvisorAllentown, PAYour level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
Client Service Associate (Mail & Shipping/Receiving) SPSClient Service Associate (Mail & Shipping/Receiving)Horsham, Pennsylvania$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.
NewSystem Director Client Technology Services Tower Health Medical GroupSystem Director Client Technology ServicesWest Reading, PAAdditionally, the system provides a wide range of healthcare services, such as Reading Hospital Rehabilitation at Wyomissing, home healthcare via Tower Health at Home, TowerDirect ambulance and emergency response, Tower Health Medical Group, Tower Health Providers (a clinically integrated network), and Tower Health Urgent Care facilities across its service area. Committed to academic medicine and training, Tower Health offers various programs, including residency and fellowship programs, the Drexel University College of Medicine at Tower Health, and the Reading Hospital School of Health Sciences.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, Client Accounting Services (CAS) - Not-for-ProfitPhiladelphia, 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 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.
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 Specialist AmeripriseClient Service SpecialistAllentown, PennsylvaniaThis position is responsible for managing ongoing client service needs, preparing for client meetings, coordinating follow-up activities, maintaining workflow systems, and supporting advisors in delivering comprehensive wealth management services. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Client Service Specialist The Panther GroupClient Service SpecialistBethlehem, PAThis position focuses on assisting customers with questions and troubleshooting issues related to an online client portal while delivering a high level of customer service. This is an excellent opportunity for individuals early in their careers who enjoy helping others, have strong communication skills, and are interested in gaining experience within a professional services environment.
Senior Director, Global Head of Client Services - Clinical Trials Division Thermo Fisher ScientificSenior Director, Global Head of Client Services - Clinical Trials DivisionAllentown, PennsylvaniaThe role partners closely with executive leadership and key business functions to align priorities across project execution, resource planning, and organizational effectiveness, while ensuring delivery excellence across the client portfolio. The Senior Director, Global Client Services serves as the global head of client services, leading strategy and execution across client management, demand planning, and project delivery.