Top 4227 Technology solutions professional Jobs in Philadelphia, 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
Program Manager Data & Analytics Healthcare
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- Computer science
- Computer Science
- 5 years
Quick Apply
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
Audit Manager II (US) - IT Applications
TD Bank —Mount Laurel, NJ
- $92,220 - $149,310 a year
- Full-time
- 7 years
- Writing skills
- Basic math
- Health insurance
- Paid time off
Senior Program Manager of Production Programs Portfolio
L3Harris Technologies —Camden, NJ
- $153,000 - $284,000 a year
- Full-time
- Microsoft Office
- Bachelor's degree
- Travel
- Paid holidays
- Disability insurance
3d
Sales, Key Account Manager - Hospital Patient Monitoring (Delaware/S. NJ/Philadelphia)
Philips —Wilmington, DE
- $186,800 - $224,600 a year
- Full-time
- Marketing
- 5 years
- Master's degree
- Health savings account
- Employee stock purchase plan
Client Solutions Manager (Technology) Philadelphia
Robert Half —Philadelphia, PA
- Email
- Mid-level
- Business development
- Bachelor's degree
- Paid parental leave
- Health savings account
BCT Partners – Data Management Specialist
BCT Partners, LLC —Philadelphia, PA
- $65,000 - $80,000 a year
- Full-time
- Remote
- Customer service
- Mid-level
- SQL
- Disability insurance
- Health insurance
QUALITY ASSURANCE TESTER II
Palco —Philadelphia, PA
- Remote
- Writing skills
- SQL
- Analysis skills
- Paid training
- AD&D insurance
12d
Auditor
Contact Government Services, LLC —Philadelphia, PA
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Success Coach - Mid-Atlantic
Great Minds —Philadelphia, PA
- $80,000 - $90,000 a year
- Full-time
- Background check
- School experience
- Mid-level
Quick Apply
Assistant Director of Instructional Technology - Office of Academic Innovation - Penn Engineering
University of Pennsylvania —Philadelphia, PA
- $84,961 - $97,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Customer service
- Master's degree
- Health insurance
- Dental insurance
Quality Assurance Analyst
Philadelphia Gas Works —Philadelphia, PA
- Full-time
- Computer Science
- Mid-level
- Office
- Free parking
- Commuter assistance
Senior IT Sourcing Professional
Siemens Healthineers —Malvern, PA
- $112,420 - $154,572 a year
- Full-time
- Continuous improvement
- Contracts
- Business Administration
- Disability insurance
- Health insurance
Contract Analyst
Premier Inc. —King of Prussia, PA
- $62,000 - $93,000 a year
- Full-time
- Microsoft Excel
- Hospital
- Mid-level
- Disability insurance
- Health insurance
3d
Data Informatics Analyst
Enlyte —Philadelphia, PA
- $65,000 - $85,000 a year
- Full-time
- Remote
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- AD&D insurance
10d
BCT Partners – Head Start Data Analyst
BCT Partners, LLC —Philadelphia, PA
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Computer Science
- Mid-level
- Disability insurance
- Health insurance
Records Management Specialist II
Contact Government Services, LLC —Philadelphia, PA
- $45,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Windows
- Health insurance
- Dental insurance
Quick Apply
Associate Account Executive (Remote)
Roundtrip Health —Philadelphia, PA
- $60,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- No experience needed
- Travel
- Paid parental leave
- Paid holidays
Level One Help Desk Admin- End User Support
Contour Data Solutions —Philadelphia, PA
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Windows
- Health insurance
- Paid time off
Quick Apply

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technology solutions professional jobs near philadelphia, pa

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

technology solutions professional jobs in philadelphia, pa

Client Administrative Manager

Program Manager Data & Analytics Healthcare

Client Success Manager / Account Manager

Audit Manager II (US) - IT Applications

Senior Program Manager of Production Programs Portfolio

Sales, Key Account Manager - Hospital Patient Monitoring (Delaware/S. NJ/Philadelphia)

Client Solutions Manager (Technology) Philadelphia

BCT Partners – Data Management Specialist

QUALITY ASSURANCE TESTER II

Auditor

Success Coach - Mid-Atlantic

Assistant Director of Instructional Technology - Office of Academic Innovation - Penn Engineering

Quality Assurance Analyst

Senior IT Sourcing Professional

Contract Analyst

Data Informatics Analyst

BCT Partners – Head Start Data Analyst

Records Management Specialist II

Associate Account Executive (Remote)

Level One Help Desk Admin- End User Support

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