Client Service Leader - Water Services CDM SmithClient Service Leader - Water ServicesPhiladelphia, PennsylvaniaWe have worked on some of the largest infrastructure projects for major clients throughout the region and are looking for someone who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients. Job Description: CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple private, municipal and state agency clients in the greater PA market.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesPhiladelphia, PA$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Commercial Lines, Client Service Manager II GallagherCommercial Lines, Client Service Manager IIMount Laurel, New JerseyFull timeHow you'll make an impact : You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction.
Index Client Services Analyst Nasdaq IncIndex Client Services AnalystPhiladelphia, PA$65,000–$114,000 / yearAs an Index Client Services Analyst reporting to [Hiring Manager Title], 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.
NewClient Accounting Services (CAS) Department Manager MBE CPAsClient Accounting Services (CAS) Department ManagerPhiladelphia, 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. Required Qualifications10+ years of experience in accounting and Client Accounting Services.5+ years in a leadership or senior management role within CAS or outsourced accounting.
Client Services Coordinator SpeedPro South JerseyClient Services CoordinatorBlackwood, New JerseySpeedPro South Jersey is looking for a creative, energetic, and customer-focused Client Services Coordinator who enjoys working with people and developing creative solutions that help businesses stand out. You’ll work with customers by phone, email, in person, and at their place of business to understand their goals, develop solutions, prepare estimates, coordinate projects, and build long-term relationships.
NewClient Service Manager Ascensus LLCClient Service ManagerPAThe Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving longterm satisfaction, client retention, improving efficiencies, resolving client issues, and helping our clients manage their retirement plans for better outcomes. providing engaging on-going service; serve as the primary point of contact for all assigned clients, financial advisors, and partners, on the day-to-day account management with operational.
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.
NewCAAS (Client Accounting & Advisory Services) Senior Manager CurrentCAAS (Client Accounting & Advisory Services) Senior ManagerSomerset, New JerseyThis role ensures consistent delivery quality, manages complex accounting and operational issues, oversees engagement staffing and performance, and partners with clients on process improvements and strategic reporting needs. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.
Lead Client Service Manager WithCoverageLead Client Service ManagerPhiladelphia, Pennsylvania$150,000–$180,000 / yearWe protect the companies building the future—100's of brands like GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee—so they can move fast without compromise. Contribute meaningfully to renewal strategy conversations alongside Risk Advisors, offering informed perspectives on coverage, market conditions, and client priorities.
NewClient Services Specialist III, Collective Investment Trust Officer SEI Investments CoClient Services Specialist III, Collective Investment Trust OfficerPASpecialist II, CIT Finance, IMS, Oaks: As a Specialist II on the Collective Investment Trust (CIT) team, you will be responsible for assisting the team to fulfill its multi-faceted duties with respect to overseeing our business and various other aspects of IMS product offering that impact the use of SEI affiliates. o Represent the CIT team on recurring calls involving auditors and other key internal and external stakeholders such as fund accounting, financial reporting, and the applicable investment managers to oversee each audit cycle and ensure that deliverables and release dates are met.
Senior Director, Client Partner (FINANCIAL SERVICES) EPAM Systems IncSenior Director, Client Partner (FINANCIAL SERVICES)Philadelphia, PABe a Consultative Account Manager or Client Partner for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs. Leverage your Industry Knowledge, Experience, and thought leadership to envision how technology can transform our customers' business to drive higher levels of customer experience and engagement.
Tax Director - Private Client Services (Pcs) EisnerAmperTax Director - Private Client Services (Pcs)Philadelphia, PAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. 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.
Addepar Analyst - Family Office Client Services & Reporting Brown Brothers Harriman & CoAddepar Analyst - Family Office Client Services & ReportingPhiladelphia, PABBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
NewClient Services Director Visiting Angels Greater PhiladelphiaClient Services DirectorJenkintown, PALocation: Jenkintown, PA — On-Site Employment Type: Full-Time, Exempt Turn Complexity Into Impact—With People at the Center At Visiting Angels, exceptional care is built on empathy and exceptional leadership. We are seeking a Client Services Director who knows how to lead people, solve complex challenges, build strong relationships, and create an environment where both clients and team members thrive.
NewDirector/Senior Director of Client Services Enterra SolutionsDirector/Senior Director of Client ServicesPrinceton, NJStrong documentation skills especially in documenting requirements using different approaches such as use cases, activity diagrams, sequence diagrams and state charts, data dictionaries, and class or entity relationship diagrams. Powered by our groundbreaking Enterra Autonomous Decision Science Platform, we're delivering enterprise-wide optimization and decision-making to help businesses best achieve their most complex goals.
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.
Client Services Administrator - Intern (Unpaid) Neuropath Healthcare SolutionsClient Services Administrator - Intern (Unpaid)Cherry Hill, New JerseyInternship Position: Client Service Administrator Intern Company: Neuropath Healthcare Solutions Location: Cherry, Hill, New Jersey Duration: 3-6 Months Position: Unpaid Internship About Neuropath Healthcare Solutions: At Neuropath Healthcare Solutions, we provide comprehensive technology-driven healthcare solutions for healthcare organizations, including hospitals, long-term care, outpatient facilities, and residential treatment. Our Corporate and Administrative Internship positions at Neuropath are designed as structured learning and development experiences, with a minimum commitment of 3-6 months.
Strategic Client Services Representative II Canon Financial ServicesStrategic Client Services Representative IIBurlington, New Jersey$21.91–$32.80 / hourFull timeCross train across all disciplines involved in Strategic Client Services - Participate in companywide/interdepartmental initiatives as needed About You: The Skills & Expertise You Bring: - Bachelor’s degree or equivalent experience preferred - Experience Preferred: 3-5 years of Collections/Customer Service experience - Strong verbal and written communication skills - Intermediate to advanced knowledge level of Microsoft Office products, specifically Excel and Word - Requires individuals to work successfully within a team environment and inter-departmentally to ensure service levels, group and individual metrics are met - Experience with large customers containing multiple schedules - Experience with Governmental Entities and plus - Experience with understanding payment application and payment reconciliations - Proven analytical problem-solving skills and basic math skills required - Ability to multitask and excel in a fast paced environment - Strong ability to prioritize, with excellent time management skills - Successful utilization of systems: SalesForce, Unified Desktop - Experience with Odessa LeaseWave preferred - Minimal travel may be required (5%) We are providing the anticipated rate for this role: $21.91 - $32.80 hourly Company Overview: About our Company - Canon Financial Services, Inc. (CFS) is a wholly-owned subsidiary of Canon U.S.A., Inc. Your Impact: Serves as the primary point of contact and takes ownership of a portfolio of customers who are considered Canon Financial Services' strategic clients, which can include large global corporations, State and local government entities, as well as the United States Federal Government.
Client Services Administrator (Cherry Hill, NJ) Neuropath Healthcare SolutionsClient Services Administrator (Cherry Hill, NJ)Cherry Hill, New JerseyAt Neuropath Healthcare Solutions, we provide comprehensive technology-driven healthcare solutions for healthcare organizations, including hospitals, long-term care, outpatient facilities, and residential treatment. Job Summary: Our Client Services Administrator will provide program coordination along with performing administrative functions for our clientele.