Trade Services Associate
Service Associate Job 19 miles from Westtown
Virtual Dataroom Coordinator - Trade Services Associate
As the Trade Services Associate, you will be responsible for the information management, review, and delivery of all documents received in connection with the Credit Portfolio Group, the Credit Trading Desk, and the Total Return Swap Desk's responsibility to provide relevant documentation to their clients and potential clients. This position requires meticulous analysis of legal documentation.
Dataroom Management, a team within Wholesale Loan Services, manages the handlings of confidential syndicated loan information and its delivery to trade counterparties in the context of domestic and emerging markets secondary loan transactions, loan total return swaps and certain other customized syndicated loan-related transactions. This is carried out in compliance with ‘Chinese Wall' information barriers, and in close coordination with Portfolio Managers, Sales, Trading and Research as well as Legal and Compliance, in each case, as appropriate.
RESPONSIBILITIES
Create and maintain a portfolio of Virtual Datarooms.
Review, track, and post documents to Virtual Dataroom sites.
Add external clients / counterparties to Secondary Virtual Dataroom sites.
Manages and facilitates Corporate Actions in conjunction with the Trading Desks in a deadline driven environment.
Manage borrower information flow for the Credit Portfolio Group, Total Return Swap Desk, and the Credit Trading Desk, ensuring adherence to Compliance policies regarding the handling of Private Material Non-Public Information.
Field ad-hoc inquiries from internal and external clients.
Coordinate accuracy of Dataroom sites with Loan and Agency Services, offshore teams, Borrowers, Lenders, Legal, and Compliance.
Develop and maintain long-term relationships with the Credit Portfolio Group, the Credit Trading Desk, Total Return Swap Desk, operations, legal, and compliance to ensure proper and timely posting of all documentation.
Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency.
Identify and address control gaps and efficiency opportunities , taking the appropriate level of risk to deliver scalable, simple, and innovative solutions that improve the process.
QUALIFICATIONS
• 3+ years of relevant Financial Operational (Investment Banking/Financial Services) experience
• General understanding of Finance and Loan Products
• Bachelor's degree
• Proficiency with Microsoft Office Suite (Excel)
Nice-To-Haves
Syndicated loan knowledge specifically in trading/ corporate actions and loan operations.
Knowledge of Virtual Datarooms such as Syndtrak, Debtdomain, and Intralinks.
Experience reading and interpreting loan documentation, legal documents, and financial statements.
Soft skills:
Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
Highly organized with the ability to manage a variety of tasks and competing priorities.
Highly motivated individual with a team - oriented mindset with effective communication and leadership skills.
Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems.
Meticulous mindset with the ability to multi-task through the practice of strong organizational and time management skills.
Ability to learn quickly, self-motivate, and demonstrate a strong work ethic.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Investment Services Associate
Service Associate Job 20 miles from Westtown
Series 7 Sponsorship Available
Responsibilities:
Collaborate with Investment Services Managers to manage relationships for assigned managed agency accounts.
Represent Wealth Management in business activities and maintain contacts with clients, administrators, trustees, co-trustees, beneficiaries, attorneys, and others regarding accounts.
Work closely with portfolio managers and advisors to provide high-quality service while ensuring compliance with all statutory requirements.
Process fund transfers, wires, checks, transfers to/from accounts, and ACH. Administer IRAs.
Prepare client portfolio review books for Advisors.
Handle client account maintenance requests and ad hoc requests (e.g., statements, 1099s, trade confirmations).
Assist Investment Services Managers with annual confirmation of investment objectives.
Aid in preparing compliance reports, including anticipated fees, investment change verification, zero-balance accounts, and accounts not scheduled for events.
Prepare custom client reporting.
Maintain required training and continuing education for internal programs and external licenses and certifications.
Ensure compliance with regulatory requirements, internal and external auditors, and the WMS Compliance Officer.
Ensure that trust policies and procedures align with division and bank objectives.
Skills & Qualifications:
Bachelor's Degree or equivalent experience.
Client Series 7 license (sponsorship available).
3 years of experience in investment management or trust environment.
2 years of experience in a financial services organization.
2 years of experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Excellent organizational and problem-solving skills.
Client Series 66 preferred.
Experience with SEI's Trust 3000 Trust Accounting System or Wealthscape preferred.
Strong verbal and written communication skills.
Education:
Bachelor's degree in Business, Finance, or related area preferred, or 1-3 years of relevant work experience.
Trade Services Associate
Service Associate Job 20 miles from Westtown
📆 Duration: Temporary to Hire
⏰ Hours: Monday - Friday, 8:30 AM - 5:30 PM
💰 Pay: $30 - $32 per hour
About the Role:
We are seeking a Trade Support Analyst to join our client's team in Newark, DE. This role involves reviewing and maintaining Virtual Datarooms, managing corporate actions, and ensuring seamless document processing for multiple trading desks. This is an exciting opportunity for individuals with experience in legal document review, financial operations, or loan documentation who thrive in a fast-paced environment.
Key Responsibilities:
Virtual Dataroom Management - Create, review, track, and maintain Virtual Datarooms for several desks and departments.
Document Handling - Manage borrower information flow and ensure accurate, timely posting of documentation.
Corporate Actions & Amendments - Facilitate corporate actions in coordination with the trading desks.
Client Interaction - Add external clients/counterparties to Virtual Datarooms and field inquiries from internal and external clients.
Compliance & Risk Management - Ensure adherence to compliance policies regarding private material non-public information.
Collaboration - Work closely with Loan & Agency Services, offshore teams, Borrowers, Lenders, Legal, and Compliance.
Process Improvement - Identify and address control gaps, proposing solutions to enhance efficiency.
Ideal Candidate Profile:
We are looking for a detail-oriented professional with strong analytical and communication skills, who can manage multiple priorities in a deadline-driven environment.
✔ Bachelor's degree (Finance, Business, Legal Studies, or related field preferred)
✔ 3+ years of relevant experience in financial operations, legal document review, or loan documentation (flexible on years of experience)
✔ Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
✔ Experience working with Virtual Datarooms (Syndtrak, Debtdomain, Intralinks) is a plus
✔ Strong organizational skills and ability to work independently and collaboratively
✔ Excellent communication skills-able to interact professionally via email, phone, and Zoom
✔ Ability to demonstrate initiative, leadership, and process improvement skills
Preferred Qualifications:
Syndicated loan knowledge, specifically in trading, corporate actions, and loan operations
Experience reading and interpreting legal or loan documentation
Background in financial services, law, or corporate finance
If you are a highly motivated professional looking for an opportunity to grow within a dynamic financial environment, we encourage you to apply!
📩 Apply Now!
Private Client Associate
Service Associate Job 8 miles from Westtown
Meridian Wealth Partners, a subsidiary of Meridian Bank, is a team of wealth advisors serving the financial needs of entrepreneurs, businesses, and individuals. As a growing firm focused on its community, Meridian Wealth Partners delivers personalized wealth planning through its Progression of Wealth process.
Meridian Wealth Partners offers opportunities for those wishing to start or continue a career in an entrepreneurial environment, working in a collegial atmosphere to bring unrivaled service to its clients.
What we Value
At Meridian Wealth Partners, we foster a culture of innovation, collaboration, and excellence. Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry.
We believe in giving back to the communities we serve and encourage our employees to participate in community service and volunteer activities. Our core values-Our Partners, Our People, Our Bank, and Our Communities-guide everything we do, from our client interactions to our internal teamwork.
We strive to create a supportive and dynamic work environment where employees can thrive both personally and professionally.
Position summary: The Private Client Associate engages with our clients and supports the planning and advisory team that delivers comprehensive financial plans and wealth management solutions. The Private Client Associate will assist in managing client relationships, work in a collaborative team environment, and contribute to the success of the Meridian Wealth Partners business. The Private Client Associate will deliver exceptional service.
Qualifications required:
Bachelor's degree in Business or related field; or an equivalent combination of education and work experience
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
Engages with clients responding to inquiries and supporting advisors and planners in delivering quality customer experience. Is the direct liaison for all client related inquires; first point of contact for clients
Collaborating with the team to resolve customer service issues
Adheres to securities and investment advisor regulatory compliance obligations
Generates, prepares and maintains internal client files / accounts; including but not limited to paperwork needs; file structure and investment implementation
Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
Communicates and coordinates with teammates within Meridian Wealth Partners and Meridian Bank to achieve goals and objectives of the organization.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Must obtain current certifications and licenses as deemed necessary
Valid driver's license
Other duties as assigned
Success factors/job competencies:
Strong social skills and ability to deliver personalized service to clients
Strong problem solving and analytical skills
Maintain composure under stress
Strong organizational and time management skills
Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads
Thrive in a collaborative team environment
Application Access:
Customer Relationship Management
3rd Party Custodian Application
Financial Planning Software
Investment / Portfolio Applications
Microsoft applications
Physical demands, work environment and location:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment:
The noise level in this environment is minimal.
Location:
Various Meridian Wealth Partners location(s) as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.
Meridian is an Equal Opportunity Employer.
Product and Customer Specialist
Service Associate Job 23 miles from Westtown
We are seeking a detail-oriented and proactive Product and Customer Specialist to join our small but growing team. This role is for new or recent college grads to join Gratz and begin a multi-year training rotation toward management and functional role promotion. This role requires strong problem-solving skills, excellent communication, and the ability to handle customer inquiries about orders, shipping, and product details. The ideal candidate thrives in a fast-paced environment, has strong organizational skills, and enjoys helping people. new or recent college grads to join Gratz and begin a multi-year training rotation toward management and functional role promotion.
Key Responsibilities:
Customer Support & Product Guidance: Provide exceptional customer support via phone, email, and chat, offering expert product advice and addressing inquiries in a timely, accurate manner.
Product Issue Resolution: Troubleshoot and resolve product-related issues, including order discrepancies, product defects, and questions about usage, ensuring a seamless customer experience.
Order & Product Modifications: Manage customer requests for product changes, such as adjustments to selections, quantities, and shipping details, ensuring accurate processing.
Shipping & Delivery Support: Provide customers with updates on order status, estimated delivery times, and tracking details, ensuring they are fully informed throughout the process.
Product Expertise: Be the go-to expert for all product-related inquiries, including specifications, features, benefits, and practical usage advice, helping customers make informed decisions.
Customer Relationship Management: Build and maintain strong, positive relationships with customers by providing personalized solutions and continuously ensuring satisfaction with both products and services.
Collaboration with Internal Teams: Work closely with Sales, Shipping, and Manufacturing teams to resolve product and order issues, ensuring smooth processing and delivery.
Documentation & Reporting: Accurately document customer interactions, feedback, and product issues, ensuring thorough records are maintained for follow-up and continuous improvement.
Qualifications:
Excellent verbal and written communication skills.
Strong problem-solving and critical-thinking abilities.
Ability to multitask and manage time effectively.
Proficiency in QuickBooks and Excel a plus.
Familiarity with order processing and shipping procedures.
Previous experience in customer service or a similar role is preferred.
Ability to learn and maintain product knowledge.
Enjoy solving customer's problems!
About Us: Gratz Industries stands as a cornerstone in the world of Pilates, with a rich history spanning back to the 1960s. Renowned for our commitment to premier manufacturing, we have been steadfast in upholding the legacy and integrity of Joseph Pilates' original designs. Our dedication to craftsmanship, authenticity, and precision has earned us a distinguished reputation within the Pilates community. We take pride in delivering exceptional products that empower practitioners worldwide in their pursuit of physical well-being and strength. Join us at Gratz Industries and be a part of our legacy of excellence.
Benefits:
Medical/Vision Insurance with $0 deductible
Low-cost Dental add-on
Provided Short-term/Long-term Disability
No-cost Life Insurance Policy
Paid Holidays, Sick Time & Vacation Days
Client Service Associate
Service Associate Job 14 miles from Westtown
ISC's team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They're seeking a talented Client Service Associate to join their centralized team in their Delaware office.
The Client Service Associate will partner with the Centralized Investment Operations team as well and Wealth Advisors to ensure clients receive high touch service and their financial transactions/money movements are processed in a timely/accurate manner.
The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.
Client Service Associate Responsibilities, continually expanding and changing:
As a Client Service Associate, you will be responsible for supporting the firm's Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor's client base and have an opportunity to be actively involved in projects as the firm continues to grow.
Partner with Wealth Advisors to service the firm's UHNW Clients.
Interact with the Firm's centralized Operations teams.
Partner with the Firm's custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
Prepare new account paperwork, contracts, and subscription agreements.
Manage the opening and closing of accounts - this includes SMA's and brokerage.
Handle KYC profile and searches.
Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.
Assist with presentations and proposals using PowerPoint and Excel.
Analyze and review billing for accuracy.
Prepare performance reports.
Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond.
Key Qualifications:
Client Service Associate Requirements - To qualify, you must possess the following:
Bachelor's Degree is required - Finance or Business preferred.
Minimum of 3 years of UHNW client servicing.
Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team.
Client Service Associate Rewards - If you qualify for this opportunity, the Firm offers the below:
Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work.
Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.
Competitive base salary.
Benefits are at an extremely low cost to the employee and their family!
Annual Bonus.
Commercial Lines CSR
Service Associate Job 23 miles from Westtown
Commercial Lines CSR / Associate Account Manager
Growing Insurance Agency | Philadelphia, PA
Are you looking for a career with long-term growth and stability in the insurance industry? This is an exciting opportunity to join a growing agency and take your career to the next level. Ideally we are looking for a Commercial Lines CSR / Associate Account Manager who wants to grow into an Account Manager role or Sales role and be part of expanding the agency's Commercial Lines division.
Why This Opportunity?
Leadership that values ambition- Whether you're early in your career and eager to grow or looking for a stable, long-term role, this agency invests in its people.
What You'll Do:
🔹 Manage accounts under $20K in premium - handling billing, renewals, certificates, re-quotes, and proposals.
🔹 Call clients on renewals and provide excellent customer service.
🔹 Work alongside a team focused on expanding the Commercial Lines division and shaping the future of the agency.
What We're Looking For:
🔹 1-2 years of insurance experience (Commercial Lines preferred).
🔹 Knowledge of AMS360 is ideal.
🔹 A competitive, growth-oriented mindset - someone who wants to do well, take on more responsibility, and advance.
🔹 Someone who enjoys working in a collaborative, supportive environment.
Salary: $50K-$60K plus full benefits.
This is an incredible opportunity to build your career with an agency committed to long-term success. If you're ready to take the next step, apply now or reach out for more details!
Member Services Agent
Service Associate Job 23 miles from Westtown
Fitler Club is a first-of-its-kind urban social club for socially conscious, forward-thinking Philadelphians, combining world-class dining, fitness, social, business, hotel, and event offerings all under one roof. As home to the leaders and organizations shaping the present and future of Philadelphia and beyond, we are grateful for the opportunity to enrich the lives of our members and guests and we strive to deliver world-class hospitality.
Fitler Club employees work in a high-design center of art, culture, and economy, amidst modern facilities and amenities, a museum-worthy art collection, and state-of-the-art technology. (This is apparent even before entering the space, as both members and employees can access the building via fingerprint scanner.)
We are committed to driving social impact in Philadelphia, offering members, guests, AND employees opportunities to attend events featuring renowned impact leaders and volunteer alongside one another for a variety of causes throughout the city.
Hospitality is a team sport, and every employee is integral to our success. All employees are encouraged to share feedback, be solution-oriented, and seek out opportunities to show those in our care how deeply we value them as members of our community.
We are extremely fortunate to have a diverse, dynamic, civically engaged, and generous membership - people you'll be excited and privileged to meet, greet, and serve. There's no better customer base anywhere in Philadelphia.
The Member Services Agent is responsible for providing a superior experience to each member and guests and serving as ambassadors for Fitler Club. They will make the first impression upon our members and guests by extending a warm welcome, providing information about the Club and local area, directions, and offering our full range of amenities and services. The Member Services Agent will anticipate member needs and manage all requests with a sense of urgency and will maintain a proactive approach to providing solutions.
Responsibilities
Consistently follow the Club's Guest Service procedures and standards while assisting guests at all reception locations
Develop familiarity with members and their families, learning and using member names
Provide a superior arrival and departure experience in a confident, professional, and friendly manner
Answer all phone calls promptly and knowledgeably, always ensuring complete and accurate information
Monitor and coordinate Club Driver upon member request
Complete all items on appropriate (AM, PM, Overnight) checklist by end of shift
Communicate pertinent member information to designated departments/personnel (i.e., special requests, amenity delivery
Maintain confidentiality of all members and Club information
Employ attention to detail to ensure the security of club and guest room access.
Understand and execute Club's accounting standards ensuring accurate settlement of folios, member accounts, routing of charges and adjustments following cash handling policies
Document all guest requests, concerns, or issues immediately and notify designated department/personnel for resolving the situation and follow up to ensure completion and member satisfaction
Maintain confidentiality of all members and Club information
Follow grooming and uniform standards established for this role
Perform all other duties as directed by immediate supervisors
Qualifications
Previous hotel, private club, fitness center or similar hospitality Front Desk/Reception experience preferred
Excellent telephone etiquette and guest recovery skills
Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook, Mind & Body and hospitality software
Strong communication skills, ability to multi-task, and attention to detail
Ability to follow directions well, make quick decisions, and keep organized while under pressure
Move, bend, lift, carry, push, pull, and the ability to lift weights, plates, dumbbells, kettlebells, etc. Stand or walk for an extended period or for an entire work shift. It requires repetitive motion.
Must be dependable and available to work within the club on weekends, nights and/or holidays based on business demands
At Fitler Club, we hold employees to high standards in how they treat members, guests, and each other, and we hold our organization to high standards in how we care for our employees.
Free meals, snacks, and beverages seven days/week, complimentary fitness classes, employee appreciation events, professional headshots, and wholesale pricing on designer retail products are just a few benefits available to all employees, in addition to a long list of traditional benefits such as wide-ranging health insurance options, company-paid short-term disability and paid parental leave, 401k with a company match, generous PTO policies and company-sponsored holidays, and more. Employees receive annual performance reviews with opportunities for career development and wage increases.
If Fitler Club sounds like the right place for you, we welcome you to apply to join us in our pursuit. We hope to have the opportunity to work alongside you, learn from you, develop you, care for you, and succeed with you. Thank you for your interest in joining our team.
Customer Service Representative
Service Associate Job 23 miles from Westtown
Terms of Employment
• Duration: 3 Months
• The Customer Service Representative is responsible for supporting the Medicare Appeal process by answering incoming telephone calls, resolving customer questions, complaints and requests adhering to internal policies and procedures and utilizing working knowledge of the organization's services to meet productivity and quality standards.
Responsibilities
• Develops and maintains working knowledge of internal policies, procedures, and services (both departmental and operational)
• Utilizes automated systems to log and retrieve information. Performs accurate and timely data entry of electronic faxes
• Receives inquiries from customers or providers by telephone, email, fax, or mail and communicates response within required turnaround times
• Responds to telephone inquiries and complaints in a prompt, accurate, and courteous manner following standard operating procedures
• Interacts with hospitals, physicians, beneficiaries, or other program recipients
• Investigates and resolves or reports customer problems. Identifies and escalates difficult situations to the appropriate party
• Meets or exceeds standards for call volume and service level per department guidelines
• Initiates files by collecting and entering demographic, provider, and procedure information into the system
• Serves as liaison between the Review Supervisors and external providers
• Maintains logs and documents disposition of incoming and outgoing calls
Required Skills & Experience
• High School diploma or equivalent
• 2+ year's customer service/telephone experience in a similar call center environment and/or industry.
• Must have ability to effectively communicate with team members and external customers
• Must have ability to research and resolve issues related to Medicaid program and service eligibility
Preferred Skills & Experience
• Previous experience in the medical office or other medical setting preferred
• General knowledge of eligibility verification (Medicaid eligibility and program requirements for specific program of focus preferred)
• Knowledge of CPT and HCPCS codes preferred
• PC proficiency to include Microsoft Office Suite
• Experience with Microsoft programs
Sincerely,
Preetam Raj
Lead Technical Recruiter
nTech Workforce Inc
D: ************ EXT: 726
E: **************************
preetam(at)ntechworkforce(dot)com
Customer Service Representative - Immediate Hire
Service Associate Job 23 miles from Westtown
Customer Service Representative Needed - Immediate Hire
Are you a people person who loves interacting with customers and providing top-notch service? Do you thrive in a customer-facing role where your communication skills can shine? If so, we want you to be part of our team as a Customer Service Representative!
Key Responsibilities:
Greet and assist customers, ensuring they have a positive experience.
Handle customer inquiries and resolve any issues with professionalism and care.
Provide detailed information about products and services.
Maintain a positive and friendly attitude while addressing customer needs.
Collaborate with team members to improve overall customer satisfaction.
Keep accurate records of customer interactions and transactions.
Follow up with customers to ensure their needs are met and they are satisfied with our service.
Qualifications:
Strong communication and interpersonal skills.
A passion for customer service and a desire to help people.
Ability to remain calm and handle challenging situations with a positive attitude.
Excellent problem-solving skills and attention to detail.
Experience in customer service, retail, or a related field is a plus.
Ability to work in a fast-paced environment and adapt to changing priorities.
Why Join Us?
Engaging Work Environment: Work in a dynamic and supportive atmosphere where your contributions make a real impact.
Career Development: Opportunities for growth and advancement within the company.
Comprehensive Training: Ongoing training and development to help you succeed in your role.
Competitive Compensation: Attractive bonus structure with uncapped performance-based incentives.
Inclusive Culture: Be part of a team that values diversity and inclusion.
How to Apply: If you're ready to take on a customer-facing role where you can make a difference, we'd love to hear from you! Please submit your resume and a brief cover letter explaining why you're a great fit for this position.
We encourage recent graduates and aspiring communication professionals to apply!
Join PHL Acquisitions and become a key part of our mission to deliver exceptional customer service!
Client Service Associate
Service Associate Job 14 miles from Westtown
AlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm's West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand.
Job Responsibilities
Partner with assigned Client Service Teams to service the Firm's UHNW clients
Accountability for client relationships as assigned to include responsibility for data accuracy and documentation adequacy through continuous monitoring and updating of the Firm's internal database and relevant applications
Partner with the Firm's custodians and internal Operations teams to ensure requests are processed and handled correctly
Prepare new account paperwork, contracts, and subscription agreements
Manage the opening and closing of accounts - to include SMA's and brokerage
Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, and journals
Analyze and review billing for accuracy
Qualifications
Bachelor's degree - Finance or Business preferred
Minimum of 4-5 years' experience within financial services
Motivated with a desire to learn and grow professionally
High attention to detail with the ability to work within a collaborative, fast paced team environment
Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
Client Services Associate
Service Associate Job 11 miles from Westtown
Client Service Associate
Multi-Billion Independent Wealth Management Firm
Southeastern Chester County, PA
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Trading.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
Serve as a primary lead for client onboarding and private wealth client services
Provide an excellent client experience for high net worth clients, building and maintaining client relationships
Participate in the growth of a dynamic, independent RIA by servicing client needs
Strong culture of teamwork, integrity, work-life balance and personal and professional development
Competitive compensation package including benefits and bonuses
Career track within Client Service and Operations, not an Advisory track
50 minutes from Philadelphia, 25 minutes from Wilmington
Requirements
Bachelor's Degree
3+ years experience in Client Service within Financial or Tax Services
Trading experience and investment interest is a plus
Track record of professionalism, adaptability, attention to detail, and time management
Air Logistics Customer Care Specialist
Service Associate Job 9 miles from Westtown
Abacus is seeking a dedicated and enthusiastic recent college graduate for a Contract-to-Hire Air Logistics Customer Care Specialist position. This role involves managing client interactions, coordinating air logistics operations, and ensuring seamless customer experiences.
Responsibilities:
Client Communication: Serve as the main contact for customer inquiries, providing information on air logistics services.
Shipment Coordination: Monitor and manage air shipments, ensuring timely and accurate delivery.
Issue Resolution: Address and resolve shipment discrepancies or issues promptly.
Documentation: Prepare and process necessary shipping and customs documentation.
Coordination: Collaborate with internal teams and external partners to ensure smooth logistics operations.
Data Management: Maintain accurate records of shipments and update relevant systems with current information.
Qualifications:
Education: Bachelor's degree in Business, Logistics, Supply Chain Management, or a related field.
Skills: Excellent communication, organizational, and problem-solving skills.
Technical: Proficiency in Microsoft Office; familiarity with logistics software is a plus.
Attributes: Detail-oriented, customer-focused, and able to thrive in a dynamic environment.
Inbound Telesales and Retention Representative
Service Associate Job 23 miles from Westtown
You will interact with potential IONOS customers via inbound calls, chats and email. Responsibilities of the position include sales of products and services, customer retention, and occasionally response to account & billing inquiries, and general technical support.
Responsibilities:
Resolve customer issues via phone, email and chat during scheduled shift
Assist existing and potential customers with support based and product purchase questions; recommend to the Customer a proper product and/or service based on their needs using a strategic and ethical sales approach
Put forth tactical and strategic efforts to retain customer partnerships by offering discounts/credits where applicable; Assist customers with cancellation requests where retention is not possible
Demonstrate strong foundational customer service skills, as well as account management and billing proficiency, general technical skills and a refined ability to patiently resolve customer issues
Required Qualifications:
1-2 years of experience in a customer service or retail environment with exposure to or responsibility for sales.
Proven strong verbal and written communication skills
Ability to effectively manage multi-channel workflow including customer calls, chats and emails regarding product sales, as well as account, billing, and service issues
Ability to efficiently process and document call information in CRM application
Possess basic computer and internet skills
Ability to regularly report to work on time as scheduled
Ability to manage competing priorities in terms of their importance
Willingness to learn new products, understand new approaches, and adapt to new technologies
Ability to work as an individual contributor within a team environment
Preferred Qualifications:
Skills in shared hosting environments
Knowledge of DNS protocols
Physical Requirements and Working Conditions:
The ability to perform the essential responsibilities of this job in our Philadelphia office on a hybrid basis
The ability to use a computer and telephone for extended periods of time to communicate, create, and access information.
The ability to regularly sit or stand for extended periods of time
Disclaimer
This has been designed to indicate the general nature and level of work performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This job description is subject to change, but remains in effect until superseded in writing by the Company.
Equal Opportunity Employer. We do not discriminate on the basis of any status protected by law.
Customer Service Representative - Newark
Service Associate Job 20 miles from Westtown
What's it like to work at Minute Loan Center? Well, awesome! We work hard, play hard and treat each other like family. MLC is a consumer finance company that specializes in providing our customers with instant funds through different loan opportunities, including online loan options. Employees in MLC stores are trained in underwriting (loans), collections, marketing, sales, customer service and store management.
Although we are a retail operation and welcome our customers into the store, our online platform and services are second to none and most of your customer interactions will be online or over the phone.
Regarding COVID:
Our people are the heart of the company and our number one asset. We are committed to providing safe working conditions at all of our locations and have invested in measures aimed at keeping employees healthy during the COVID-19 pandemic. With safety as one of our core company values, we've established enhanced cleaning and sanitization protocols, and provide personal protective equipment to all employees-including masks and hand sanitizer. Ensuring the well-being of our team members is a top priority.
Join our team today!
Benefits:
EMG employees enjoy a wide range of benefits including:
On-the-Job Training
Contests and Bonuses
No Late Evenings
No Sundays
Health Insurance
Paid Time Off
Company Holidays
Direct Deposit
Payroll Advance Program
What you need to do the CSR job:
Excellent customer service skills
Strong sales skills, including cross-selling
Enjoy public contact
Able to work well under pressure
Problem solving skills
Details:
High school diploma or GED
Customer Service experience preferred
Consumer Loan experience preferred
Cash Handling experience preferred
Executive, Customized Services Agreements (CSA) Controller
Service Associate Job 3 miles from Westtown
Are you ready to elevate your career in finance and make a significant impact at GE Aerospace? As a Financial Controller, you will be at the forefront of accounting for our portfolio of long-term service agreements within the Commercial Engines & Services (CES) segment. You will drive our Controllership mission, ensuring timely, high-quality financial reporting that fuels business decisions. Your key responsibilities will include championing technical accounting compliance, fortifying financial and operational internal controls, simplifying accounting processes, and achieving operational controllership excellence. You will navigate internal and external business challenges, recommending innovative solutions to enhance our accounting and financial reporting practices. Collaborate with business teams across the CES segment and work closely with the Service Agreement Operations (SAO) General Manager to make impactful decisions. If you have a passion for precision, excellence, and driving financial integrity, this is your opportunity to shine at GE Aerospace.
Roles and Responsibilities
* Policy Interpretation and Compliance: Set and interpret policies to maintain compliance with US GAAP, GE Aerospace accounting policy, and GE Engine Services Standard Operating Procedures. Provide technical support to the finance and operations community and assist sales and commercial teams with commercial contract structuring.
* Technical Accounting Leadership: Drive accounting compliance with operations teams and ensure the application of accounting standards and local statutory standards, with a key focus on revenue recognition. Serve as a voting member of the CSA Steering Committee.
* Advisory Role: Advise business leaders on complex financial accounting and reporting issues, transaction structuring, including purchase accounting and M&A activity.
* Financial Integrity: Lead efforts to ensure the integrity of financial reporting data through the implementation and execution of controls in compliance with the Sarbanes-Oxley Act (particularly sections 302 and 404).
* System Development: Set strategy for and oversee implementation of enhancements to accounting, financial reporting, financial control, and information systems to ensure adequate records, appropriate authorizations of transactions, and safeguarding of assets.
* Lean Principles: Set priorities for the CSA Controllership team and ensure execution against those priorities through the application of Lean principles.
* Regulatory and Audit Liaison: Act as the key contact for external auditors.
* Team Leadership: Lead a team of professional direct reports, attracting, retaining, growing, and developing future controllership talent. Coach broader GE Aerospace Finance professionals on controllership and compliance skills.
* Stakeholder Relationships: Form close relationships with key stakeholders in GE Aerospace Finance, SAO Operations, Engineering, Commercial, and Risk teams.
* Creative Problem Solving: Lead others to find creative solutions to address complex problems that may impact the organization. Evaluate the quality of information received and question conflicting data for analysis. Use multiple internal and external resources outside of own function to help arrive at a decision.
* Project Leadership: Lead functional teams or projects related to business problems and solutions. Present to leaders in functional areas and communicate complex messages, negotiating internally to adopt different points of view.
Required Qualifications
* Bachelor's degree in Accounting or Finance
* Certified Public Accountant (CPA)
* At least 15 years of experience in an accounting or finance position
* Demonstrated ability to analyze and resolve problems
* Demonstrated ability to lead programs/projects
* Proven analytical and organizational ability
* Proven capability to document, plan, market, and execute several projects simultaneously
* Proven ability to deliver results on-time and with accuracy
* Ability to influence and drive results in a matrixed organization
* Ability to anticipate, communicate, report, and resolve complex issues
* Ability to work non-standard business hours as required to support business needs
* Effective problem identification and solution skills
* Strong interpersonal skills and professional style, including both oral and written communication
Desired Characteristics
* Big 4 audit firm experience is preferred
* Aerospace industry experience and knowledge of business operations
* Experience in auditing, driving efficiencies, and implementing controls in financial processes
* Ability to anticipate, identify, and resolve complex financial issues
* Detail-oriented and strong time management skills
* Flexible approach with a strong team spirit
* Comfortable executing through uncertainty
Join us at GE Aerospace and be a part of a team that values precision, excellence, and innovation in financial reporting and analysis. Your expertise will drive our success and help shape the future of aerospace finance.
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: Yes
Associate Customer Service Representative
Service Associate Job 23 miles from Westtown
Menasha Corporation Employees, please log-in to your Workday account to apply for positions.
ABOUT US (AND OUR EXCITING FUTURE)
Menasha Corporation is all about possibilities. Our two businesses, Menasha Packaging and ORBIS Corporation, are leaders in their industries, providing corrugated and plastic packaging products and related services to major global companies.
Our employees make the difference, proving that great ideas, collaboration and quality turn possibilities into success. Working at Menasha Corporation means that your insights provide cutting-edge solutions for our customers. If you like to make things happen and are passionate about what you do, you're going to want to be here.
Join us and become part of the power behind possible.
About The Opportunity
Validates specifications, processes orders, prepares correspondence, and fulfills customer needs to ensure satisfaction.
Essential Job Functions:
The following duties are normal for this position. The incumbent may perform some or all of these duties; however, it is not an exclusive or all-inclusive list. Other duties may be assigned.
Ensures timely order entry and proactively manages order timelines for assigned account(s)
Proactively monitors open orders to advise key stakeholders of possible lead time challenges
Demonstrates knowledge of Menasha's products and capabilities to align with customer's products and objectives
Receives and responds to customer complaints and processes appropriate corrective actions
Monitors product inventory to assure availability for production and/or distribution to customer; works with management to disposition aging inventory
Prepares and reviews required business reports
Supports continuous improvement initiatives
Education & Experience Requirements:
High school diploma or equivalent required
Minimum of 2 years of relevant experience preferred
Prior display, graphic, and/or contract packaging industry experience preferred
Experience in ERP platforms and proficiency in Microsoft Excel and SharePoint and SAP preferred
Knowledge, Skills & Abilities:
Knowledge of the major responsibilities, accountabilities, and organization of the customer support function or department
Familiarity with organization's policies, standards and procedures guiding customer interactions
Knowledge of practices, tools, and techniques for communicating with a customer
Knowledge of and ability to apply the processes, activities and tools associated with managing customer requests
Physical Requirements & Work Environment:
Primarily works in an office environment, Philadelphia plant.
Two companies, one vision.
Menasha Corporation consists of two companies that are leading the way to a sustainable future with packaging and supply chain solutions. Founded in 1849 and headquartered in Neenah, Wisconsin, we employ over 7,500 employees in 112 facilities in North America and Europe.
Our companies are leading corrugated and plastic packaging manufacturers and supply chain solution providers. Our Menasha Packaging Company is the largest independent provider of packaging and supply chain service solutions in North America, designing, printing, and fulfilling graphic packaging, display and merchandising solutions for over 1,800 brands, both in-store and online.
Our ORBIS business believes there is a better way to optimize today's supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and metal racks improve the flow product all along the supply chain to reduce costs, enhance profitability and add sustainability.
Our products and services are used by global, name-brand companies in the food, beverage, health and beauty, over-the-counter pharmaceutical, industrial, automotive, and electronics industries.
Come build an exciting, rewarding career with us, where you'll have opportunities to grow.
The possibilities are endless. The power is yours!
Menasha Corporation and its subsidiaries and affiliates are equal opportunity employers. All qualified applicants will be provided with equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status, or genetic information.
Associate Customer Service Representative
Service Associate Job 23 miles from Westtown
Menasha Corporation Employees, please log-in to your Workday account to apply for positions.
ABOUT US (AND OUR EXCITING FUTURE)
Menasha Corporation is all about possibilities. Our two businesses, Menasha Packaging and ORBIS Corporation, are leaders in their industries, providing corrugated and plastic packaging products and related services to major global companies.
Our employees make the difference, proving that great ideas, collaboration and quality turn possibilities into success. Working at Menasha Corporation means that your insights provide cutting-edge solutions for our customers. If you like to make things happen and are passionate about what you do, you're going to want to be here.
Join us and become part of the power behind possible.
About The Opportunity
Validates specifications, processes orders, prepares correspondence, and fulfills customer needs to ensure satisfaction.
Essential Job Functions:
The following duties are normal for this position. The incumbent may perform some or all of these duties; however, it is not an exclusive or all-inclusive list. Other duties may be assigned.
Ensures timely order entry and proactively manages order timelines for assigned account(s)
Proactively monitors open orders to advise key stakeholders of possible lead time challenges
Demonstrates knowledge of Menasha's products and capabilities to align with customer's products and objectives
Receives and responds to customer complaints and processes appropriate corrective actions
Monitors product inventory to assure availability for production and/or distribution to customer; works with management to disposition aging inventory
Prepares and reviews required business reports
Supports continuous improvement initiatives
Education & Experience Requirements:
High school diploma or equivalent required
Minimum of 2 years of relevant experience preferred
Prior display, graphic, and/or contract packaging industry experience preferred
Experience in ERP platforms and proficiency in Microsoft Excel and SharePoint and SAP preferred
Knowledge, Skills & Abilities:
Knowledge of the major responsibilities, accountabilities, and organization of the customer support function or department
Familiarity with organization's policies, standards and procedures guiding customer interactions
Knowledge of practices, tools, and techniques for communicating with a customer
Knowledge of and ability to apply the processes, activities and tools associated with managing customer requests
Physical Requirements & Work Environment:
Primarily works in an office environment, Philadelphia plant.
Two companies, one vision.
Menasha Corporation consists of two companies that are leading the way to a sustainable future with packaging and supply chain solutions. Founded in 1849 and headquartered in Neenah, Wisconsin, we employ over 7,500 employees in 112 facilities in North America and Europe.
Our companies are leading corrugated and plastic packaging manufacturers and supply chain solution providers. Our Menasha Packaging Company is the largest independent provider of packaging and supply chain service solutions in North America, designing, printing, and fulfilling graphic packaging, display and merchandising solutions for over 1,800 brands, both in-store and online.
Our ORBIS business believes there is a better way to optimize today's supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and metal racks improve the flow product all along the supply chain to reduce costs, enhance profitability and add sustainability.
Our products and services are used by global, name-brand companies in the food, beverage, health and beauty, over-the-counter pharmaceutical, industrial, automotive, and electronics industries.
Come build an exciting, rewarding career with us, where you'll have opportunities to grow.
The possibilities are endless. The power is yours!
Menasha Corporation and its subsidiaries and affiliates are equal opportunity employers. All qualified applicants will be provided with equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status, or genetic information.
Customer Service Talent Pool (Pennsylvania / Hybrid)
Service Associate Job 23 miles from Westtown
About our Company
Started in 2016, FreedomCare is a Healthcare company that is innovating and revolutionizing the way home care is delivered. We bring dignity and support to patients needing care in their homes and to the caregivers who care for them. We're the largest consumer-directed home care agency in NY State and are continually expanding our areas of focus including operations in other states and tech-based innovations.
FreedomCare is currently operating and providing services to patients in NY, PA, MO, IN, GA, CT, CO, AZ, OR and NV.
We pride ourselves on our values which drive the level of care that we deliver to our patients:
Here For You (An attitude of service, empathy, and availability)
Own It (Drive and ownership)
Do the Right Thing (High integrity)
Be Positive (Great attitude and a can-do positive approach to challenges)
At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics.
Make a Difference in Healthcare: Join FreedomCare in Pennsylvania!
Are you passionate about helping others and building a rewarding career in healthcare?
We're building a talent pool of strong customer service professionals for FreedomCare Pennsylvania. We're searching for talented and motivated individuals interested in any of the following roles:
HomeCare Sales Specialist I: connect and engage with people and start a relationship with those who are interested in having home care support for themselves or a loved one.
Intake Specialist I: work closely with Patients and Caregivers to educate them and assist them on the application and enrollment process of our supported programs, with the goal of completing the eligibility process and onboarding them.
Onboarding Specialist I: guide our patients and caregivers throughout the onboarding process of joining FreedomCare. This role will require you to conduct virtual or in person orientations.
Care Support Specialist I: guide patients and caregivers through their home care journey while ensuring that our patients receive the care they need and feel heard and cared for.
Ideal Candidate Will Possess:
Customer service skills: Candidates should have excellent customer service skills, including the ability to handle difficult situations, empathize with customers, and solve problems. Ability to manage a high-volume inbound and outbound queue. Passion for providing a high level of customer service, including the ability to show empathy, active listening and patience.
Communication skills: Candidates should have excellent verbal and written communication skills and be able to provide empathy and compassion to our patients and caregivers.
Soft skills: Candidates should have good listening skills, emotional intelligence, and be able to work well in a team.
Problem-solving: Candidates must be able to solve problems and stay calm under pressure. Ability to resolve issues over the telephone with eager customers comfortably, defusing and de-escalation frustrated callers successfully.
Time management: Strong time management skills and be able to prioritize tasks. Must be able to meet and exceed.
Technology: Computer proficiency required; strong typing skills and ability to leverage technology and resolve customer issues efficiently while notetaking/multitasking.
Multitasking: Ability to manage multiple responsibilities at once and manage multiple priorities as you assist our Patient and Caregivers through the process.
These are hybrid positions that will require all employees to commute into our FreedomCare Pennsylvania office 2-3 days per week. Our offices are located in Philadelphia, Harrisburg and Pittsburgh, PA.
**Please be aware that this is a Pipeline Talent Pool requisition. We'll be reaching out to you once we have new job opportunities*
Why Join Us?
Impact Lives: You'll play a vital role in supporting individuals and their families in need.
Growth opportunities: We offer a supportive environment for professional development and advancement.
Competitive benefits: Enjoy a comprehensive benefits package including competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities.
FreedomCare is a place where your voice matters, your work has meaning, and your career can thrive.
Review all current available job opportunities here: Jobs - Freedom Care
#INDHV
At FreedomCare, base pay is one part of our total compensation package and is determined within a range. This provides our employees with the opportunity to professionally grow and develop within a role. The base pay range for this role is between $18.00 and $22.00 an hour at the commencement of your first year of employment. Compensation decisions are dependent upon a variety of factors which may include, but are not limited to: skill set, years of relevant experience, education, location, and licensure/certifications.
Salary Range$18-$22 USD
Call Center Operator
Service Associate Job 23 miles from Westtown
About the Role:
We are seeking a highly motivated and detail-oriented Call Center Operator to join our team in the Health Care Services industry. As a Call Center Operator, you will be responsible for answering incoming calls, directing calls to appropriate personnel, and providing general information to callers. Your main goal will be to ensure that all calls are answered promptly and professionally, and that all inquiries are handled with the utmost care and attention to detail.
Minimum Qualifications:
High school diploma or equivalent
Minimum 2 years of call center experience required.
Excellent communication and customer service skills
A passion for delivering top-notch customer service.
Ability to multitask and prioritize in a fast-paced environment
Willingness to learn-we'll provide the training you need to succeed
Proficient in Microsoft Office and other basic computer skills
Must be able to work part -time day shift
Preferred Qualifications:
Experience in a call center or customer service environment
Experience in the Health Care Services industry
EPIC Experience preferred
Bilingual in English and Spanish
Responsibilities:
Answer incoming calls and direct calls to appropriate personnel
Provide general information to callers
Handle inquiries with care and attention to detail
Maintain accurate and up-to-date records of all calls
Assist with other administrative tasks as needed
Skills:
As a Call Center Operator, you will utilize your excellent communication and customer service skills on a daily basis. You will also need to be proficient in basic computer skills and have the ability to multitask and prioritize in a fast-paced environment. Bilingual skills in English and Spanish are preferred, but not required. Your attention to detail and ability to handle inquiries with care will be crucial to your success in this role.