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Visiting Angels of Jenkintown
Jenkintown
Job Description Job Description Director- Client Services Management Job Description POSITION PURPOSE : Visiting Angels - a private, non-medical home care company, is seeking a dynamic and fast paced leader to join our team as Client Services Director to function out of our Jenkintown office. A seasoned Senior Process and People Manager with
Job Source: Visiting Angels of JenkintownVisiting Angels of Jenkintown, Horsham, Chadds Ford & Havertown, PA
, PA, United States
Director- Client Services Management Job Description POSITION PURPOSE : Visiting Angels - a private, non-medical home care company, is seeking a dynamic and fast paced leader to join our team as Client Services Director to function out of our Jenkintown office. A seasoned Senior Process and People Manager with people centric customer service ex
Job Source: Visiting Angels of Jenkintown, Horsham, Chadds Ford & Havertown, PAVisiting Angels of Jenkintown
, PA, United States
Visiting Angels of Jenkintown Dynamic Client Services Director Jenkintown , Pennsylvania Apply Now Visiting Angels - a private, non-medical home care company, is seeking a dynamic and fast paced leader to join our team as Client Services Director to function out of our Jenkintown office. A seasoned Senior Process and People Manager
Job Source: Visiting Angels of JenkintownVitalief
King of Prussia, PA, United States
Director of Client Services, Clinical Research Vitalief is a fast growing, “best of breed” Research and Clinical Trial Solutions Company. We are seeking a problem-solving oriented, “hands-on” strategic solutions professional to become an integral member of our exceptional Client Services Delivery team. The Director will work closely with senior
Job Source: VitaliefVitalief
King of Prussia
Job Description Job Description Overview Vitalief is a fast growing, “best of breed” Research and Clinical Trial Solutions Company. We are seeking a problem-solving oriented, “hands-on” strategic solutions professional to become an integral member of our exceptional Client Services Delivery team. The Director will work closely with senior mana
Job Source: VitaliefIQVIA
Philadelphia
**Client Services Director, Simpson Healthcare** **JOB SUMMARY** The Client Services Director is responsible for optimizing the customer relationship with specific Simpson Healthcare clients and facilitates the relationships between the many internal and external departments associated with a project. Primary responsibilities include management of
Job Source: IQVIAVitalief
King of Prussia, PA, United States
Overview Vitalief is a fast growing, “best of breed” Research and Clinical Trial Solutions Company. We are seeking a problem-solving oriented, “hands-on” strategic solutions professional to become an integral member of our exceptional Client Services Delivery team. The Director will work closely with senior management and our business development t
Job Source: VitaliefConfidential
Philadelphia, PA, United States
Director, Client Solutions About the Company Industry-shaping healthcare technology (HealthTech) & software provider Industry Internet Type Privately Held Founded 2019 Employees 201-500 Categories Information Technology & Services Health Care Health & Wellness Health and Wellness MedTech Computer Programming Software Professional Services Computer
Job Source: Confidential, PA, United States
Director of Client Services | Pittsburgh, Pennsylvania Reference Number: HRJ7055
Location: Pittsburgh, Pennsylvania
Judson Group has been retained by a highly regarded, fee-only RIA in the search for a Director of Client Services for their Wexford office. This individual’s main responsibility is to be the liaison between the client and the custodian (primarily Schwab). This includes managing the full cycle of operations including account openings/transfers, maintenance and record of cash flows, setting up journals and account structures unique to each client requirement, and being a proactive line of support for the client and the advisors.
This is an outstanding opportunity with a rapidly growing, forward-thinking, nimble firm that knows how to treat its people. The ideal candidate will have a minimum of five years of experience in a client service role, will appreciate working in a fun, but focused culture, and has a service mentality when dealing with the firm’s clients.
Responsibilities:
Will be required to communicate closely with the trading department, the advisors, third-party accountants and attorneys, custodian representatives, software support, and compliance resources.
Regular monitoring and maintenance of account aggregation tools and process
Proactive client communication and follow up
Requirements:
Experience working with a wide range of account types – retirement, brokerage, trust, business, etc. We expect this person to have knowledge of each account type.
Ability to coordinate and organize secure document exchange with clients, custodians, and third parties
Experience working with Schwab Advisor Services or comparable custodian(s).
Experience with CRM tools (RedTail)
Compensation:
Competitive compensation and benefits package
Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506
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Director of Client Services jobs in , PA, United States
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