3 employee benefits account manager jobs found in Media, PA

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

Position Summary The Lead Account Executive is responsible for overseeing and managing crucial client relationships, providing guidance on critical client issues, and managing strategic account initiatives. The role includes managing the entire client account lifecycle, from onboarding to expansion opportunities, with a focus on addressing complex issues. They ensure strict adherence to industry regulations, and internal compliance policies. They monitor individual and team performance metrics and collaborate with brokers to pursue new business opportunities. What will your job entail? · Manage the high volume, fast-paced workflow for the assigned team or line of business, with willingness to expand into other lines of business as they become available. · Monitor productivity volume, service standards and accuracy for their staff and the business that they support. · Assist in driving process improvement and innovation efforts to continually improve our services for the...

Position Summary The Senior Account Executive is responsible for cultivating and managing robust relationships with high-value clients and overseeing the entire lifecycle of client accounts. The role includes evaluating and mitigating risks associated with these accounts and ensuring regulatory compliance. They address complex client issues, give strategic inputs in new business proposals and mentor account executives by providing training in account management, brokerage systems and tools. What will your job entail? Job Responsibilities: • Develops and maintains strong relationships with strategic clients and provides guidance on investment portfolios and financial planning. • Manages the entire lifecycle of client accounts, from onboarding to maintenance and identifies opportunities for account growth and additional services. • Evaluates and manages risks associated with client accounts and implements advanced risk mitigation strategies in collaboration with risk...