8 client service associate jobs found in Wilmington, DE

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Wealth Director will lead an advice driven cross functional group of Wealth professionals aligned to support new and existing clients.  The Director is responsible for the overall performance of the team with ultimate accountability for Sales, Client Experience and People Development for the Team. Job Responsibilities: Provides key leadership to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager, Relationship Managers, et al), which includes training, skill development, work allocation, problem resolution, performance evaluation and management and hiring recommendations. Manages overall...

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 Commercial Real Estate Portfolio Management Team Lead is a working leader responsible for managing a complex CRE loan portfolio while providing day-to-day guidance and oversight to a team of Portfolio Managers. This role partners closely with Relationship Managers, Credit Administration, and Risk to ensure high-quality underwriting,...

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 Business Banking Relationship Manager III will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our clients 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. As the Retail Office Manager, you will create a seamless experience for Clients seeking comprehensive financial solutions. You are responsible for driving growth, delivering exceptional service, and developing a high-performing team that embodies our commitment to helping clients achieve financial security and prosperity. You will be the...

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 Corporate Trust Middle Office Group Manager for WSFS Bank's Institutional Services Division will be responsible for the day- to- day processing of our electronic and physical Custody Services. This will include but not limited to managing our physical and securities custodian business. In addition, the incumbent will manage a team of...

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 is currently seeking a Corporate Trust Middle Office Specialist (“CTMOS”) for WSFS Institutional Services Division (WIS). The CTMOS Primary responsibility will be for the day-to-day processing of Middle Office activities and assisting the Senior Middle Office Specialist.  This will include but not limited to Registered Transfer...

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 Business Banking Quality Control Specialist acts as a first line of defense to mitigate unnecessary exposure to risk and to ensure that the highest quality standards are maintained throughout the Business Banking new loan and modification process. The incumbent will be responsible for post-closing review of all new, renewed, and...

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 Third-Party Risk Management Contracts Manager will support the Director of Third-Party Risk Management in the management, development, maintenance, and governance of the Bank’s third-party risk management (TPRM) program. The incumbent will develop, recommend, and deploy policies, procedures and tools required to effectively manage and...