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Atlantic Group
Philadelphia, PA, United States
We have a great opportunity for a Client Service Administrator to join our tightknit team! This individual will be responsible for client servicing support for an independent investment advisor team located in Philadelphia, PA. Our ideal candidate has some back-office experience supporting financial advisors in a financial planning and/or brokerage
Job Source: Atlantic GroupNeuropath Healthcare Solutions
Cherry Hill Township, NJ, United States
Who We Are : At Neuropath Healthcare Solutions, we provide comprehensive technology-driven healthcare solutions for healthcare organizations, including hospitals, long-term care, outpatient facilities, and residential treatment. We are focused on acquiring the best talent. We want our Customer Service Administrator to be internally motivated and a
Job Source: Neuropath Healthcare SolutionsArt City Vets and Urgent Care
Philadelphia, PA, United States
Client Service Administrative Specialist Job Type Full-time/Hourly Comprehensive benefits package, 401k, Uniform Allowance, Discounted Pet Care & More! Qualifications • High school or equivalent (Required) • Client service experience: 1 year (Required) • Veterinary reception experience: (Preferred) • Administrative experience: 1 year (Preferred
Job Source: Art City Vets and Urgent CareDLA Piper
Philadelphia, PA, United States
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together. Summary The Client Accounts Administrator is expec
Job Source: DLA PiperDLA Piper
Philadelphia, PA, United States
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together. Summary The Client Accounts Administrator is expec
Job Source: DLA PiperFlexJobs
Philadelphia
Subscribe to FlexJobs today and gain access to 25,000 hand-screened remote, work from home, & flexible schedule job listings. FlexJobs makes it easier, faster, and safer to find a job that better fits your life with professional job opportunities from entry-level to executive, startup to Fortune 500 - no ads, junk, or scams. Plus get exclusive acce
Job Source: FlexJobsFlexJobs
Norristown
Subscribe to FlexJobs today and gain access to 25,000 hand-screened remote, work from home, & flexible schedule job listings. FlexJobs makes it easier, faster, and safer to find a job that better fits your life with professional job opportunities from entry-level to executive, startup to Fortune 500 - no ads, junk, or scams. Plus get exclusive acce
Job Source: FlexJobsFlexJobs
Camden
Subscribe to FlexJobs today and gain access to 25,000 hand-screened remote, work from home, & flexible schedule job listings. FlexJobs makes it easier, faster, and safer to find a job that better fits your life with professional job opportunities from entry-level to executive, startup to Fortune 500 - no ads, junk, or scams. Plus get exclusive acce
Job Source: FlexJobsPhiladelphia, PA, United States
We have a great opportunity for a Client Service Administrator to join our tightknit team! This individual will be responsible for client servicing support for an independent investment advisor team located in Philadelphia, PA. Our ideal candidate has some back-office experience supporting financial advisors in a financial planning and/or brokerage environment. Applicant must be self-motivated, detail oriented, with strong verbal and written communication skills. All qualified individuals are encouraged to apply!
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepare account opening paperwork and ongoing maintenance documents for clients as necessary (i.e. account applications and transfer of assets paperwork)
Provide general administrative support to in the areas of investment advisory and financial planning
Assist in meeting preparation materials for advisors
Other duties as assigned
QUALIFICATIONS:
Bachelors Degree Required
Minimum of 1 year experience in a similar role
High levels of motivation and interested in taking initiative for own personal growth and development
Knowledge of Microsoft Office (especially Excel) is important
Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.
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Email Alert for Client Services Administrator jobs in Philadelphia, PA, United States
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