19 client service associate jobs found in Philadelphia

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 The Senior Relationship Manager (“RM”) is responsible for managing a portfolio of Middle Market clients, e.g., companies with annual sales typically between $20-250MM+ and total exposures of $10-80MM+.  The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic...

  Explore this exciting opportunity with one of the leaders in the defined benefit outsourcing business! In your role as a Pension Outsourcing Benefits Senior Associate - Project Manager/Administration Consultant  in our Pension Outsourcing team, you will perform a wide variety of defined benefit plan administration services for clients, contribute to and lead special projects, and provide ad hoc client support services. You will serve as the project manager for special projects, contributing to client management, while also mentoring junior colleagues. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role As a Project Manager/Administration Consultant, you will be making a valuable difference every day to our high-profile client organizations. As a Project Manager/Administration Consultant you will: Serve as  primary client contact for out-of-scope work...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team.   JOB FUNCTIONS & RESPONSIBILITIES: Act as the lead consultant on a book of business while also supporting a Claims Consultant’s book of business. This is a hybrid role. The Responsibilities listed below will either be with guidance from a more senior Claims Consultant on the team or the responsibility will be solely on the Senior Associate Claims Consultant. Review first reports of loss to identify the potential impact the claim may have on our client.  For claims with higher potential impact or coverage issues, consult with Claims Consultant regarding coverage and overall management/direction and...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Position Summary: This is a senior-level sales position with a minimum requirement of five years of sales experience in equipment financing that will drive NewLane Finance’s sales efforts .  This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution...

Company Description WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at  wtwco.com . Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level....

As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. You will be responsible for managing a wide array of projects, leveraging your experience to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to generate business by participating in new business activities and expanding existing client engagements.  You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on all projects and working alongside industry experts on cutting edge solutions. The Role Lead the design/management of group medical, dental, wellbeing, disability and time off plans for clients. Responsibilities include: Serving as lead project manager for clients; materially contributing to project plan...

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. The Treasury Management Relationship Manager provides Treasury Management sales support to Commercial, Retail, Private Banking and all other areas of the Bank.  In addition, the incumbent will manage commercial, municipal, and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.  NewLane Finance is powered by a $20B financial organization. This position will be a senior level sales professional with a minimum of 5 years of experience and Equipment Financing knowledge that will drive NewLane Finance’s sales efforts. This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution Strategy. Your goal is to grow and expand the sales...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Position Summary: This is a senior-level sales position with a minimum requirement of five years of sales experience in equipment financing that will drive NewLane Finance’s sales efforts .  This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Associate Underwriter Energy Classification: Exempt/Full-Time Reports to: SVP, Head of Energy Production Travel: 0-10% Salary: $65,000.00-$75,000.00 Location: Philadelphia, PA, hybrid Role overview DUAL North America is seeking an Associate Underwriter for the Energy division.   At DUAL, Associate Underwriters play a key supportive...

In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you’re looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!  In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital. Position available in several locations.  For more specifics, please inquire with the recruiter. The Role Enhance your knowledge of all aspects of retirement plan administration Enjoy a well-defined career path with opportunities for growth and advancement Leverage the most cutting-edge tools and...

Job Responsibilities and Requirements The Manager, Investment Accounting is also responsible for the supervision and review of the month-end, quarter-end, and year-end close processes, including statutory and GAAP deliverables across all companies for which assets are managed.  Responsibilities also include review of income, gains, and positions for an investment portfolio containing fixed income, equity, and alternative investment holdings.  Serves as a key point of contact for financial reporting team, investment managers, external client stakeholders, and external / internal auditors.  The Manager, Investment Accounting will also serve as a resident expert in respective GAAP and statutory guidance, providing assistance with appropriate disclosures and accounting treatment for various asset classes and investment strategies, and ensuring that new accounting pronouncements are understood and implemented correctly. The Manager, Investment Accounting is responsible for...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF DESCRIPTION The Human Resources Business Partner (HRBP) serves as a strategic partner to business leaders, aligning HR strategies with organizational goals The HRBP will provide strategic and operational HR expertise and guidance in the areas of HR and business strategy, leadership, coaching, talent assessment, engagement, and culture change. While ensuring compliance with company policies and employment laws, the HRBP will be a strategic partner and a consultant for the business leaders, managers and...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Associate Underwriter Energy Classification: Exempt/Full-Time Reports to: SVP, Head of Energy Production Travel: 0-10% Salary: $65,000.00-$75,000.00 Role overview DUAL North America is seeking an Associate Underwriter for the Energy division.   At DUAL, Associate Underwriters play a key supportive role through the risk underwriting...

Join us as a Product Development Manager to make more of your specialist expertise and experience. Make your mark in AIG PROGRAMS. PRODUCT DEVELOPMENT MANAGER The Product Development Manager position is responsible for managing the tasks and processes associated with the product development, filing submission/approval and implementation of new or revised products (rates/rules/forms) for use within the Programs Division.  How you will create an impact Maintain product and filings knowledge and ownership of assigned products/programs. Assist Underwriting and Program Development in the analysis, development and documentation of products (rates/rules/forms) with a focused responsibility for rate/rule page manuals development and complex forms drafting. Coordinate product review with various stakeholders (Program Managers, Product Line Officers, Actuarial, Claims, Compliance, Systems, Program Administrator, etc.) and drive to conclusion the Legal review and approval...

Sr Staff Attorney - LM07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. Come join an exciting and inclusive work environment where your work matters and we put the customer at the center of all we do. This Senior Staff Attorney role is an in-house, remote position that will handle a designated caseload of Tort/Liability defense matters which requires extensive experience with and strong working knowledge of Pennsylvania civil litigation practice....

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Actuary & Assistant Vice President - Lexington Property Pricing to take on key responsibilities within a world-class actuarial function. Make your mark in Actuarial Our Actuaries are on the front lines, quantifying risk, pricing insurance and reserving losses for AIG’s major insurance operating companies, globally. We collaborate with Finance, Claims, Operations, Marketing and Risk Management, among other functions. As an AIG actuary, you will be challenged and encouraged to reach your greatest potential to help improve how we predict, manage and mitigate risk. How you will create an impact We are seeking an actuarial professional with industry expertise to lead the Lexington Property pricing team.  The individual will partner with the business and support teams on strategy, risk selection, pricing, and portfolio construction.  They will also partner with other pricing actuaries in...