Client Advisor Salaries in Bensalem, PA

Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements. Experience with cash basis and/or trust accounting.

$65,000 - $95,000 a year

Identify patterns in advisor challenges and collaborate with internal teams to develop and implement scalable process improvements that enhance the advisor…

$70,000 - $75,000 a year

Working closely with cross-functional teams, you'll shape account strategy, identify opportunities for growth, mentor high-performing Client Services teams, and…

$145,000 - $185,000 a year

May be required to possess a valid drivers' license and an acceptable driving record (contingent upon facility location and client and program needs).

Work with internal experts to deliver excellent campaign leads and ensure clients are happy. Logical thinking to diagnose and resolve issues, recognizing when…

Possess a solid knowledge of pre-assessment and pre-certification review processes and must be able to perform appeal reviews.

$99,213 - $111,615 a year