15 client relationship assistant jobs found in Philadelphia

As a Senior Director - Health & Benefits Consulting you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities, and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace.   Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines,...

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...

  We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, mitigate risks and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. The Role Full-time position with primary focus on project managing a variety of settlement projects Serve as execution project lead on 2-4 mid- to large sized settlement implementations Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations Develop detailed project plans, timelines and status reporting for internal stakeholders and clients Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure...

  We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. The Role Full-time position with primary focus on project managing a variety of settlement projects Serve as execution project lead on 3-5 micro to mid-sized settlement implementations Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations Develop detailed project plans, timelines and status reporting for internal stakeholders and clients Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure seamless execution...

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...

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...

Health & Benefits M&A Center of Excellence Lead In this role, you will identify opportunities for Health & Benefits business expansion by partnering with producers who focus on developing relationships with private equity sponsors and portfolio companies. You will be responsible for leading sales pursuits and conveying the unique value proposition of WTW’s Health & Benefits solutions to prospects. You will lead a team within our Greater Philadelphia practice that services these closed opportunities, which will involve the design and management of the full array of health and benefits programs. You will drive the strategy as the Executive Sponsor, growing relationships by leveraging your expertise alongside WTW’s array of solutions and capabilities. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Serve as the strategic partner and trusted advisor to clients in the design and...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Philadelphia, PA office location. The Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting in client communications, coordinating project timelines, and gathering data to help develop account strategies. The Assistant Account Manager plays a crucial role in maintaining client satisfaction and contributing to the overall success of the account management function. Your Impact Assist in managing client accounts and maintaining strong relationships. Support the Account Manager in developing and implementing account strategies. Coordinate communication between clients and internal teams to ensure timely project execution. Gather and analyze data related to client accounts, providing insights for account planning. Help prepare reports,...

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....

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Under direction, provide underwriting and marketing duties by providing high levels of financial analysis, risk assessment and technical underwriting expertise to determine credit quality and underwriting acceptability. Job Responsibilities: Gather and analyze information, applying appropriate underwriting techniques, necessary to make an accurate evaluation of credit quality & acceptability of risk Develop and maintain strong working relationships with assigned producers and cultivate new relationships Responsible for developing and managing a book of business, meeting/exceeding profitability objectives as set forth by management. This includes building and growing...

About Auris   Auris is   the payroll and HR partner built for small and medium-sized   b usiness   who   c an’t   afford to get it wrong. Trusted by over 50,000   b usiness   nationwide, Auris pairs easy-to-use t echnology with   real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquir ed   by Ac risure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a Field Sales Representative   you   will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities...

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...

About the role   AIG is seeking a motivated Senior Executive Underwriter to contribute to our AIG Risk Management (AIGRM) team. AIG’s strong brand in the market has allowed for excellent client retention and relationships, along with our desire for strong growth and thus the need for underwriting resources. We consistently provide clients with impeccable service, creative solutions with the use of technology, and a well-known established platform.  Our underwriters constantly deliver in an ever-changing marketplace and world. Areas of focus will be around our core coverages, General Liability, Auto Liability, and Workers Compensation.  In this role, you will be responsible for underwriting and servicing an existing renewal book along with assistance to other team members.  This role includes constant interaction with our brokerage community ensuring our renewals are being serviced properly and out soliciting new business opportunities. Through this role, underwriters gain...