- TEKsystems (Pittsburgh, PA)
- …information technology, or professional services . * Experience working in the Financial Services Industry. * Proven track record of successfully managing ... to the Global Delivery Director. Performance is measured by client satisfaction, retention, financial outcomes, team utilization,...complex projects, portfolios, and professional services agreements. * Strong client relationship management… more
- Kestra Financial (Pittsburgh, PA)
- …to grow your own book of business via value added solutions and services + Strengthen client relationships though proactive communication + Perform market ... + Analyzing client data + Conduct SWOT analysis to determine client overall financial health + Develop and deliver customized client recommendations +… more
- WTW (Philadelphia, PA)
- …insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a ... professional development. + Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to ensure… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Our client , a prominent financial advisory firm located in Center City, Philadelphia, is seeking a Financial Planning Analyst to join their ... preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services . The Financial Planning Analyst… more
- Thrivent Financial (Montgomeryville, PA)
- …and Boyertown, PA Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving ... generosity. Lantern Financial Group is an independent financial services practice of Thrivent in Montgomeryville...advisors and provide support to the clients of Lantern Financial Group including: + Client relationship building:… more
- TEKsystems (King Of Prussia, PA)
- TEKsystems is currently supporting a financial services client hiring for client service coordinators in King of Prussia, PA. This role is the first ... solutions, and escalations as needed. + Documenting updates on client accounts Qualifications + Strong customer service ...attention to detail + Call center experience preferred + Financial services experience preferred Additional Details +… more
- Huron Consulting Group (Philadelphia, PA)
- …recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent ... client lead, oversee project teams, and drive complex financial analyses from problem definition through executive-level recommendations. You will build… more
- CIBC (Driftwood, PA)
- …and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service . As a Financial ... Regular **Weekly Hours** 37.5 **Skills** Business Development, Client Service , Community Connections, Customer Experience (CX), Financial Advising,… more
- PNC (Pittsburgh, PA)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client 's unique...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,… more
- KeyBank (Monongahela, PA)
- …goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we ... needs and provide guidance and solutions to assist in client 's financial wellness both in person and...issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages… more