Top 2190 Client representative Jobs in Philadelphia Pa

Financial Wellness Administrator
American Heritage Credit Union —Philadelphia, PA
- $56,000 - $70,000 a year
- Urgently hiring
- High school
- Bachelor of Science
- Research
- Health insurance
- Paid time off
Part Time Behavioral Health RN-WES Care
WES Health System —Philadelphia, PA
- $46 - $49 an hour
- Part-time
- Spanish
- CPR Certification
- Nursing
Quick Apply
Sales & Application Engineer
Consarc —Rancocas, NJ
- $60,000 - $96,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Engineering
- Health insurance
- Dental insurance
Quick Apply
DME Program Associate Orthotic Fitter
Ancillary Support, LLC —Doylestown, PA
- $42,000 - $45,000 a year
- Full-time
- Microsoft Excel
- Clinic
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
In Home Sales Representative
Rose James Company —Montgomeryville, PA
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- Driver's License
- Reliable transportation
- Health insurance
- Opportunities for advancement
Quick Apply
Homecare Marketing Representative
Successful Aging Care Net —Upper Darby, PA
- $50,000 - $60,000 a year
- Full-time
- Background check
- Google Workspace
- Sales
- Health insurance
- Dental insurance
Quick Apply
Inside Sales Representative
The J.G. Wentworth Company —King of Prussia, PA
- $65,000 - $75,000 a year
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Communication skills
- Paid holidays
- Health insurance
13d
Bilingual Customer Service Representative (Spanish) – 2nd Shift
Fieldprint —Warminster, PA
- $17.70 an hour
- Overtime
- Background check
- Spanish
- Pass drug screening
- Paid training
- Paid holidays
3d
Inside Sales Representative.
Power Home Remodeling —Philadelphia, PA
- $50,000 - $70,000 a year
- Email
- Computer literacy
- Office
- Military encouraged
- Paid parental leave
- Paid holidays
Quick Apply
7d
Sales Development Representative (SDR)
Propelr —Wayne, PA
- Full-time
- Office
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
3d
Counsel (Attorney)
Berger Montague PC —Philadelphia, PA
- $115,000 - $150,000 a year
- Full-time
- Hybrid work
- Senior level
- 2 years
- Profit sharing
- Commuter assistance
Quick Apply
Customer Relationship Manager/Associate Agency Representative (Wayne, PA)
Apogee Insurance Group —Wayne, PA
- Office
- Bachelor's degree
- 1 year
- Food provided
Quick Apply
Cook
Shannondell at Valley Forge —Norristown, PA
- Full-time
- Basic math
- English
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Sales Consultant, CMF ( Shreveport, LA ) – Johnson & Johnson MedTech, Orthopaedics
Johnson & Johnson Services, Inc. —West Chester, PA
- Weekends as needed
- Background check
- 18 years or older
- Anatomy knowledge
Inside Sales Representative.
Power Home Remodeling —Jenkintown, PA
- $50,000 - $70,000 a year
- Email
- Computer literacy
- Office
- Military encouraged
- Paid parental leave
- Paid holidays
Quick Apply
7d
PENNSYLVANIA only - Work at Home Call Center Representative
InfoCision Management Corp. —Pennsylvania
- $10 an hour
- Night shift
- Remote
- Computer literacy
- Computer skills
- Communication skills
- Paid training
- Opportunities for advancement
Entry Level Sales Representative
Victory Home Remodeling —Wayne, PA
- $70,000 - $90,000 a year
- 8 hour shift
- Bachelor of Science
- Bachelor's degree
- In-person
- Paid parental leave
- Paid holidays
Quick Apply
CNC III-Swiss-2nd Shift
Tecomet —Bristol, PA
- Ability to walk for extended periods
- 5 years
- Computer literacy
Quick Apply
Business Development Representative
Power Home Remodeling —Philadelphia, PA
- $50,000 - $70,000 a year
- Email
- Computer literacy
- Office
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
Entry Level Sales Representative
Victory Home Remodeling —Chester Heights, PA
- $70,000 - $90,000 a year
- 8 hour shift
- Bachelor of Science
- Bachelor's degree
- In-person
- Paid parental leave
- Paid holidays
Quick Apply

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Financial Wellness Administrator

American Heritage Credit Union -
Philadelphia, PA

Apply Now

Job Details

Full-time
$56,000 - $70,000 a year

Benefits

Health insurance
Paid time off
401(k) matching

Qualifications

Vendor relationship building
Serving clients
Financial client presentations
Research
Financial concepts

Full Job Description

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Financial Wellness Administrator.

This role will oversee all financial education programs in the credit union, both internally and externally, including developing educational materials, leading workshops, and providing coaching to members of the community. Build and maintain American Heritage Credit Union's Financial Wellness Program to offer financial literacy services to members, our community, and workplace partners. Work with various departments and areas within the credit union to ensure consistent messaging and programming across all areas. Develop and advise other departments on financial education programs to help them achieve business goals and improve our members' financial health.

RESPONSIBILITIES INCLUDE:

Build, maintain, and administer American Heritage's Financial Wellness Program to offer financial literacy services to members, our community, and workplace partners, as well as work with various departments and areas within the credit union to ensure financial wellness initiatives are meeting our standards across all areas.
Develop and update educational materials including presentations, handouts, and digital content on various financial topics such as budgeting, saving, investing, and debt management.
Lead monthly educational workshops with America's Credit Unions, TruStage, or other subject matter experts. Conduct educational workshops, meetings, classes, and training relating to various financial literacy topics including but not limited to budgeting, debt consolidation, retirement planning, and other financial topics.
Design, develop, and implement comprehensive financial literacy programs tailored to the needs of the organization, workplace partners, and community.
Supervise engaging financial literacy programs for high school students based on State Government's legislations through various programs including but not limited to required school curriculum and Interactive Reality Fairs.
Provide leadership and guidance to staff, volunteers, and board members in alignment with the organization's financial wellness initiatives' values and goals; Supervise staff volunteers during financial wellness event days and have oversite of planning process/training meetings.
Serve as liaison with Workplace Partnership team in the curation or facilitation of financial wellness or product awareness content amplification strategies.
Build and maintain relationships with community organizations, educational institutions, and workplace partners to expand financial outreach and resources.
Collaborate with Marketing on the development of a robust digital financial wellness center aimed at enhancing the financial knowledge and well-being of our organization, workplace partners, and community.
Track performance of financial education initiatives by submitting metric decks and project updates. Provide management with appropriate tracking and reporting of financial wellness efforts.
Ensure all financial education programs and materials comply with relevant regulations and industry standards.
Collaborate with senior management to identify program goals and objectives. Endorse and embrace American Heritage's commitment to our financial wellness initiatives which outlines management expectations for culture, communication, employee development, managing effectiveness, and community engagement.
Cultivate and manage vendor relationships related to financial education solutions.
Research new partnerships with vendors and software to improve our financial wellness outreach for new technologies and underrepresented demographics.
Promote financial literacy programs through various channels, including newsletters, social media, and internal communications.
Stay current on financial literacy trends, best practices, and regulatory changes to incorporate into program offerings.
Implement feedback and adapt programs to meet evolving needs and challenges.

QUALIFICATIONS:

Three to five years of experience in financial education, program management, or a related field.
Financial services and non-profit experience a plus.
Equivalent to a college degree (BS or BA in a relevant field) in Finance, Education, Business Administration, or a related field.
Must have CCUFC Designation (Financial Counseling Certification Program), or obtain within first year of employment.
Experience in designing and delivering educational programs preferred.
Experience with Eventbrite or other event tracking program preferred.
Professional, well-developed interpersonal skills - written, verbal, presentation - necessary for communicating with and servicing Credit Union members, staff, clients, and vendors while projecting a positive image as a representative for the Credit Union.
Proven ability to explain complex financial concepts in a clear and engaging manner.
Proven ability to conduct small and large group presentations.
Proven ability to develop and manage educational programs and materials.
Passion for improving financial literacy and helping individuals achieve their financial goals.

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

EOE M/F/D/V

Apply Now

Refine Your Search

client representative jobs in philadelphia pa

Financial Wellness Administrator

Part Time Behavioral Health RN-WES Care

Sales & Application Engineer

DME Program Associate Orthotic Fitter

In Home Sales Representative

Homecare Marketing Representative

Inside Sales Representative

Bilingual Customer Service Representative (Spanish) – 2nd Shift

Inside Sales Representative.

Sales Development Representative (SDR)

Counsel (Attorney)

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

Cook

Sales Consultant, CMF ( Shreveport, LA ) – Johnson & Johnson MedTech, Orthopaedics

Inside Sales Representative.

PENNSYLVANIA only - Work at Home Call Center Representative

Entry Level Sales Representative

CNC III-Swiss-2nd Shift

Business Development Representative

Entry Level Sales Representative

I want to receive the latest job alert for client representative in philadelphia pa

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