Top 12784 Client services Jobs in King Of Prussia Pa

Client Administrative Manager
Steward Partners Global Advisory LLC —Conshohocken, PA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
13d
Sales Acquisition Specialist
The J.G. Wentworth Company —King of Prussia, PA
- $60,000 - $85,000 a year
- Weekends as needed
- Office
- In-person
- Entry level
- Health savings account
- Paid holidays
Customer Relationship Manager/Associate Agency Representative (Wayne, PA)
Apogee Insurance Group —Wayne, PA
- Office
- Bachelor's degree
- 1 year
- Food provided
Quick Apply
Sales Representative
The J.G. Wentworth Company —King of Prussia, PA
- $60,000 - $85,000 a year
- Weekends as needed
- Office
- In-person
- Entry level
- Health savings account
- Paid holidays
FT Sales Associate
LOVESAC COMPANY —King of Prussia, PA
- $16.00 - $18.40 an hour
- Overtime
- In person
- Background check
- 18 years or older
- Inventory management
- Paid parental leave
- AD&D insurance
Client Services Associate
RH —King of Prussia, PA
- $25 - $29 an hour
- Full-time
- Office
- Communication skills
- Entry level
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Client Service Administrator (Financial Services)
Atlantic Group —Philadelphia, PA
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
6d
Client Services Representative
Hibu —King of Prussia, PA
- Online Application
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
Quick Apply
11d
Client Coordinator
ExamWorks —Bala-Cynwyd, PA
- $25 an hour
- Extended hours
- Remote
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply
2d
Client Services & Operations Coordinator-Financial Plnning Firm
DS Financial Strategies —King of Prussia, PA
- $26.17 - $31.52 an hour
- Part-time
- Hybrid work
- Office
- Administrative experience
- Communication skills
Quick Apply
6d
Client Success Representative (Remote)
Demand.com —Philadelphia, PA
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
GUCCI | Client Advisor - King of Prussia
Gucci —King of Prussia, PA
- Weekends as needed
- Mid-level
- POS
- Communication skills
Client Coordinator
InTouch Med Supply —King of Prussia, PA
- $19 - $24 an hour
- Full-time
- Computer literacy
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
6d
Client Success Consultant (Remote)
M3USA —Fort Washington, PA
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Quick Apply
Client Coordinator
Allure Aesthetics —King of Prussia, PA
- $22 - $23 an hour
- Full-time
- Inventory management
- Administrative experience
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Client Services Associate
Waldron Private Wealth —Wayne, PA
- Full-time
- Research
- Office
- Finance
Quick Apply
Healthcare Customer Service Coordinator
IVI RMA North America —Wayne, PA
- $22 - $24 an hour
- Urgently hiring
- High school diploma or GED
- Analysis skills
- Organizational skills
- AD&D insurance
- Paid holidays
Quick Apply
Patient Services Specialist
Cencora —Conshohocken, PA
- $34,000 - $62,370 a year
- Full-time
- Remote
- Microsoft Word
- Writing skills
- Research
- Paid parental leave
- Health insurance
Index Client Services Analyst
NASDAQ —Philadelphia, PA
- $65,000 - $114,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Employee stock purchase plan
Intake Coordinator
Helping Hands Family —King of Prussia, PA
- $20 - $22 an hour
- Background check
- High school diploma or GED
- Children
- Paid holidays
- Health insurance
Quick Apply

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Client Administrative Manager

Steward Partners Global Advisory LLC -
Conshohocken, PA

Quick Apply

Job Details

Full-time
13 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building
Administrative experience
Bachelor's degree
Calendar management
Organizational skills
Financial services

Full Job Description

COMPANY OVERVIEW:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

SKILLS, EXPERIENCE & QUALIFICATIONS:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Reports To:

Market Business Director

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client services jobs in king of prussia pa

Client Administrative Manager

Sales Acquisition Specialist

Customer Relationship Manager/Associate Agency Representative (Wayne, PA)

Sales Representative

FT Sales Associate

Client Services Associate

Client Service Administrator (Financial Services)

Client Services Representative

Client Coordinator

Client Services & Operations Coordinator-Financial Plnning Firm

Client Success Representative (Remote)

GUCCI | Client Advisor - King of Prussia

Client Coordinator

Client Success Consultant (Remote)

Client Coordinator

Client Services Associate

Healthcare Customer Service Coordinator

Patient Services Specialist

Index Client Services Analyst

Intake Coordinator

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