Top 390 Client manager Jobs in Newtown, 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
Customer Success Manager / Account Manager
TeamLogic IT —Langhorne, PA
- $65,000 - $85,000 a year
- Full-time
- Remote
- 7 years
- 6 years
- Marketing
- Disability insurance
- Health insurance
Quick Apply
Supports Coordinator (ID Case Manager)
Quality Progressions —Bala-Cynwyd, PA
- $39,000 - $45,000 a year
- Full-time
- Background check
- Experience working with individuals with developmental disabilities
- Spanish
- Paid training
- Disability insurance
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Client Success Manager / Account Manager
TeamLogic IT —Langhorne, PA
- $65,000 - $85,000 a year
- Full-time
- Remote
- 7 years
- 6 years
- Marketing
- Disability insurance
- Health insurance
Quick Apply
Client Advisor
CH Carolina Herrera —King of Prussia, PA
- From $21 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
Perinatal Case Manager
ActionAIDS —Philadelphia, PA
- $44,000 - $49,000 a year
- Full-time
- Hybrid work
- Spanish
- Master of Social Work
- Nursing
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Client Advisor (Lead Generation, Customer Service, Customer Support)
Anthony & Sylvan Pools —Warminster, PA
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Customer Account Representative
DOUBLE H PACKAGING INC —Warminster, PA
- Monday to Friday
- ERP systems
- High school diploma or GED
- Communication skills
Quick Apply
Mental Health Case Manager
Child & Family Focus, Inc. —Southampton, PA
- $19 an hour
- Full-time
- Spanish
- Hospital
- Mid-level
- Profit sharing
- Paid parental leave
Quick Apply
Customer Service Representative
Swanson Industries —Pennsauken, NJ
- Full-time
- Management
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Customer Solutions Strategist
Smurfit Westrock —South Brunswick Township, NJ
- $26.07 - $30.00 an hour
- Overtime
- Pass drug screening
- Mid-level
- Microsoft Office
- AD&D insurance
- Paid holidays
Client Setup & Data Entry Specialist
Vertical Screen Inc. —Warminster, PA
- $16 an hour
- Overtime
- Background check
- Computer literacy
- Pass drug screening
- Paid training
- Paid holidays
9d
Customer Service Representative
Digital Blitz Marketing —Haddonfield, NJ
- $16 an hour
- 8 hour shift
- CRM software
- Sales
- Customer service
- Paid training
- On-the-job training
Quick Apply
Medical Case Manager
Prevention Point Philadelphia —Philadelphia, PA
- Full-time
- Bilingual
- Spanish
- Addiction Medicine
- Disability insurance
- Health insurance
Quick Apply
Customer Solutions Strategist
Smurfit Westrock —South Brunswick Township, NJ
- $26.07 - $30.00 an hour
- Overtime
- Pass drug screening
- Mid-level
- Microsoft Office
- AD&D insurance
- Paid holidays
5d
Commercial Client Experience Manager
Ernst Brothers —Conshohocken, PA
- $140,000 - $150,000 a year
- Full-time
- Mid-level
- Business development
- Commercial
- Paid holidays
- Dental insurance
Quick Apply
Client Support Manager
Onbe —Conshohocken, PA
- $79,200 - $89,250 a year
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Field Service Representative
New Jersey School Boards Association —Trenton, NJ
- $80,000 - $83,000 a year
- Weekends as needed
- Hybrid work
- School experience
- Mid-level
- Analysis skills
- Disability insurance
- Dental insurance
Quick Apply
1d
IT Project Manager/Customer Success Manager
TGIPOWER LLC —Cherry Hill, NJ
- $85,000 - $95,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- 401(k)
Quick Apply
Client Success Associate - Remote
Care Options for Kids —Bensalem, PA
- $23 - $25 an hour
- Remote
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply

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client manager jobs near newtown, pa

Client Administrative Manager

Steward Partners Global Advisory LLC -
Conshohocken, PA

Quick Apply

Job Details

Full-time

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 manager jobs in newtown, pa

Client Administrative Manager

Customer Success Manager / Account Manager

Supports Coordinator (ID Case Manager)

Client Success Manager / Account Manager

Client Advisor

Perinatal Case Manager

Client Advisor (Lead Generation, Customer Service, Customer Support)

Customer Account Representative

Mental Health Case Manager

Customer Service Representative

Customer Solutions Strategist

Client Setup & Data Entry Specialist

Customer Service Representative

Medical Case Manager

Customer Solutions Strategist

Commercial Client Experience Manager

Client Support Manager

Field Service Representative

IT Project Manager/Customer Success Manager

Client Success Associate - Remote

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