- We are looking for highly skilled and client-focused professionals to join our team as Customer Service Representatives. This position demands strong communication abilities, a proactive mindset, and a deep passion for providing high-quality service in the financial sector. In this role, you will leverage your technical expertise and relationship management skills to deliver seamless support to our valued clients.IMPORTANT: This is a HYBRID role in MalvernWe are looking for highly skilled and client-focused professionals to join our team as Customer Service Representatives. This position demands strong communication abilities, a proactive mindset, and a deep passion for providing high-quality service in the financial sector. In this role, you will leverage your technical expertise and relationship management skills to deliver seamless support to our valued clients.IMPORTANT: This is a HYBRID role in Malvern
- Our wealth advisory client is seeking a Client Service Associate to join their team. 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 OpOur wealth advisory client is seeking a Client Service Associate to join their team. 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 Op
- Are you a highly organized and proactive individual with a passion for providing exceptional support?We are seeking a talented and experienced Administrative Assistant to join our team and provide administrative support to our client’s Business Strategy and Planning Group.Job details:Hybrid work schedule 3 days in office, 2 remoteContract role-estimated 5 months in length, but possible for extension/conversion based on performance and business needs$3Are you a highly organized and proactive individual with a passion for providing exceptional support?We are seeking a talented and experienced Administrative Assistant to join our team and provide administrative support to our client’s Business Strategy and Planning Group.Job details:Hybrid work schedule 3 days in office, 2 remoteContract role-estimated 5 months in length, but possible for extension/conversion based on performance and business needs$3
- Are you ready to make an impact and build lasting connections in the financial services industry? You’ll be at the heart of meaningful client interactions, providing essential guidance and support. You'll join a collaborative and mission-driven environment where integrity, growth, and client success are key. If you’re passionate about delivering exceptional service, this role is for you!IMPORTANT: This is a HYBRID role, combining work from home and officeAre you ready to make an impact and build lasting connections in the financial services industry? You’ll be at the heart of meaningful client interactions, providing essential guidance and support. You'll join a collaborative and mission-driven environment where integrity, growth, and client success are key. If you’re passionate about delivering exceptional service, this role is for you!IMPORTANT: This is a HYBRID role, combining work from home and office
- job summary: We are seeking a detail-oriented and experienced Controller to oversee financial management, billing, payroll, human resources, and office operations. This role is responsible for maintaining accounting records, managing collections, coordinating payroll and benefits, and ensuring efficient office management. location: Wilmington, Delaware job type: Permanent salary: $100,000 - 120,000 per year work hours: 9 to 5 education: Bachejob summary: We are seeking a detail-oriented and experienced Controller to oversee financial management, billing, payroll, human resources, and office operations. This role is responsible for maintaining accounting records, managing collections, coordinating payroll and benefits, and ensuring efficient office management. location: Wilmington, Delaware job type: Permanent salary: $100,000 - 120,000 per year work hours: 9 to 5 education: Bache
- Are you ready to make an impact and build lasting connections in the financial services industry? You’ll be at the heart of meaningful client interactions, providing essential guidance and support. You'll join a collaborative and mission-driven environment where integrity, growth, and client success are key. If you’re passionate about delivering exceptional service, this role is for you!IMPORTANT: This is a HYBRID role, combining work from home and officeAre you ready to make an impact and build lasting connections in the financial services industry? You’ll be at the heart of meaningful client interactions, providing essential guidance and support. You'll join a collaborative and mission-driven environment where integrity, growth, and client success are key. If you’re passionate about delivering exceptional service, this role is for you!IMPORTANT: This is a HYBRID role, combining work from home and office
