NewInternal Audit Associate, Asset Management Page GroupInternal Audit Associate, Asset ManagementPhiladelphia, PA$100,000–$135,000 / yearFull timeThis position participates in local and global audits of the firm's Investment Management business, while supporting other Internal Audit activities including risk assessment, issue remediation validation, and continuous monitoring. Contribute to ongoing risk monitoring efforts by assessing key performance indicators, analyzing internal and external information sources, and highlighting developments that may affect the organization's risk landscape.
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateConshohocken, PAAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Registered Client Service Associate-West Conshohocken, PA Raymond James Financial IncRegistered Client Service Associate-West Conshohocken, PAConshohocken, PAS65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateNewtown Square, PAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
PWM Registered Client Service Associate Morgan StanleyPWM Registered Client Service AssociatePAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Client Service Associate - MoneyGuide Envestnet IncClient Service Associate - MoneyGuideBerwyn, PALeverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
U.S. Private Bank - Client Service Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Client Service AssociateNewark, DEFull timeYour role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Services Associate RHClient Services AssociateKing of Prussia, PAWe are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.
Private Bank - Global Families Group - Client Service Associate JPMorgan Chase & CoPrivate Bank - Global Families Group - Client Service AssociateNewark, DEThis will entail working in a complex team-oriented and fast-paced environment with advisors, product partners, and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
Client Services Associate Bayada Home Health Care, Inc.Client Services AssociateNewtown Square, PAThrough hands-on experience and mentorship, Client Services Associates gain valuable exposure to all aspects of office operations, client services, scheduling, staffing, and team management - preparing them for future growth opportunities within the organization, including advancement into Client Services Manager roles. Are you looking for an exciting opportunity in a fast-growing industry where you can make a meaningful impact while building your career?
Private Bank - Global Families Group - Client Service Associate JPMorgan Chase Bank, N.A.Private Bank - Global Families Group - Client Service AssociateNewark, DEFull timeThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Services Associate Care Options for KidsClient Services AssociateMount Laurel, New JerseyCare Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
NewClient Service Associate RKL eSolutions LLCClient Service AssociateReading, PA$60,000–$70,000 / yearResponsible for details and accuracy of all client service tasks including meeting preparation, note‐taking, documentation in the CRM program, completing new account documentation, proposal generation, account billing, transfers, deposits, withdrawals, distributions, and other account activity. They are responsible for ensuring execution of all tasks related to client service including timely and accurate responses to all client requests, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, and investment reporting.
Client Service Associate - MoneyGuide EnvestnetClient Service Associate - MoneyGuideBerwyn, PAFull timeLeverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
Client Service Associate International Search ConsultantsClient Service AssociateWilmington, DelawareYou’ll handle a variety of client service, operational, and project-based responsibilities, including: Partnering with Wealth Advisors to support UHNW clients. As a Client Service Associate, you’ll support Advisors and Operations teams to deliver high-touch service to UHNW clients.
Client Service Associate Morgan StanleyClient Service AssociateMount Laurel, NJ$32,900–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateWilmington, DelawareAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
NewClient Service Associate GallagherClient Service AssociateMedia, PennsylvaniaFull timeSupport New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients. Introduction : At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.
Client Services Associate Waldron Private WealthClient Services AssociateWayne, PAFull timeProvide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateWest Chester, PennsylvaniaGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Wealth Client Service Associate Wilmington TrustWealth Client Service AssociateWilmington, DelawareBachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience. Support high-touch service and sales enablement for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients.
Associate Client Service Representative CSC GroupAssociate Client Service RepresentativeWilmington, DECSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
Client Tax Operations - Securities Services US Tax Withholding Associate JPMorgan Chase Bank, N.A.Client Tax Operations - Securities Services US Tax Withholding AssociateNewark, DEFull timeThe US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services (CAS) - Not for ProfitPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Philadelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstatePhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficePhiladelphia, PennsylvaniaResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstatePhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, Client Accounting Services (CAS) - Not-for-ProfitPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Registered Client Associate Citadel Federal Credit UnionRegistered Client AssociateWest Chester, PAMailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.). This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.
NewNon Registered Client Associate Citadel Federal Credit UnionNon Registered Client AssociateWest Chester, PAIn this role, the ideal candidate will assist one or more Financial Advisor's with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, and provides overall customer service support to clients. Ability to set priorities and handle multiple tasks in a fast-paced work environmenbility to build and foster strong client relationships through strong service to our members.
Client Associate Wells Fargo & CoClient AssociateWayne, PAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesPA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
U.S. Private Bank - Head of U.S. Private Bank Client Service - Managing Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Head of U.S. Private Bank Client Service - Managing DirectorNewark, DEFull timeAs the Head of U.S. Private Bank Client Service within the U.S Private Bank, you will lead Client Service teams across Delaware, Chicago, Houston, and Scottsdale, who deliver a consistent, high-touch experience for high-net-worth families across the U.S. This leader partners closely with local leadership to deliver a high-touch, control-strong, and increasingly seamless client experience, while modernizing service through technology, operating model evolution, and data-driven management. This individual will lead a team of approximately 500 professionals (Service Managers, Client Service Associates, and support teams), with accountability for day-to-day execution, talent strategy, risk and controls, service quality, and transformational change.
SPQREA - Associate (Private Client Program) CBRE Group IncSPQREA - Associate (Private Client Program)Philadelphia, PAAbout the Role: As a CBRE SPQREA-Associate, you will be responsible for developing business, marketing commercial real estate properties, and negotiating the leasing terms, purchase, or sale of an asset on behalf of clients. What You'll Do: Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to the current client base.
Client Service Specialist PERMA Risk Management ServicesClient Service SpecialistCamden, New JerseyThis position is an important point of contact for the day-to-day servicing of clients and is expected to respond to and resolve client requests on a wide variety of benefit topics with limited assistance from the Senior Client Service Associate and Director of Client Services. Job Summary: As a key member of the Client Service Team, the Client Service Specialist is responsible for supporting our Public Entity clients and brokers with member issues and claims inquiries and resolution.
Product Associate, Client Billing - Healthcare Payments JPMorgan Chase & CoProduct Associate, Client Billing - Healthcare PaymentsPhiladelphia, PAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. As a Product Associate on the Healthcare Payments team, you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs.
Client Onboarding Associate (Know Your Customer Verification - Mergers & Acquisitions, Business Escrows, and Corporate Debt) - Hybrid M&T Bank CorpClient Onboarding Associate (Know Your Customer Verification - Mergers & Acquisitions, Business Escrows, and Corporate Debt) - HybridWilmington, DE$28.60–$47.66 / hourYou'll gain exposure to a diverse portfolio of financial products and client structures, including mergers and acquisitions, corporate debt transactions, business escrows, complex trust relationships, and Global Capital Markets custody accounts. Overview: Join M&T Bank's Client Onboarding and Support Team (COAST) and play a critical role in protecting the bank while supporting complex Global Capital Markets and Institutional Services clients.
Client Solutions Architect-Healthcare Payments-Associate JPMorgan Chase & CoClient Solutions Architect-Healthcare Payments-AssociateWilmington, DEAs a Senior Client Solutions Architect Associate in Healthcare Payments, you play a key role in supporting the solutioning process for complex client opportunities, contributing to comprehensive product solutions that drive technical adoption and client value. Success requires a strong ability to understand and navigate clients through change - aligning objectives, environments, resources and timelines to document and deliver an effective solution addressing the problems faced in today's healthcare payments industry.
Client Success Associate Care Options for KidsClient Success AssociateBensalem, PennsylvaniaRemoteThis role ensures timely, accurate, and compliant intake operations while serving as a key liaison among referral sources, patients and families, clinical teams, and payers. Minimum of two years of experience in healthcare intake, admissions, care coordination, home health, private duty nursing (PDN), or managed care preferred.
Client Service Representative VCA IncClient Service RepresentativeLansdale, PA$15–$17 / hourOur ideal candidate would have at least 1 year of CSR experience, be able to multitask efficiently, have compassionate communication skills, be confident in their ability to provide exceptional client service for a busy veterinary practice and is excited to be part of a cohesive team dedicated to up keeping a happy and healthy hospital culture. This role requires the abilities to: Provide exceptional client service such as offering warm hospitality, answering and managing up to 6 lines of telephone calls, text messages, email as well as in person visits with compassionate communication.
J.P. Morgan Advisors - Senior Client Associate - Philadelphia, PA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Philadelphia, PAPhiladelphia, PAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Senior Client Solutions Architect Associate - Healthcare Payments JPMorgan Chase Bank, N.A.Senior Client Solutions Architect Associate - Healthcare PaymentsPhiladelphia, PAFull timeAs a Senior Client Solutions Architect Associate in Healthcare Payments, you contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions for clients with complex challenges. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Written Correspondence Client Representative, Senior Associate Vanguard GroupWritten Correspondence Client Representative, Senior AssociateMalvern, PAVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Temporary Litigation Client Service Specialist (Legal Administrative Assistant) Fox Rothschild LLPTemporary Litigation Client Service Specialist (Legal Administrative Assistant)Philadelphia, PAAs a member of the Client Service Team (CST), the Temporary Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
Family Law Client Service Specialist (Legal Administrative Assistant) Fox Rothschild LLPFamily Law Client Service Specialist (Legal Administrative Assistant)Exton, PAProcess new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software. Must exhibit a high degree of initiative in managing multiple priorities simultaneously in a fast-paced, high-pressure, deadline-driven and detail-oriented work environment utilizing excellent judgment, initiative, decision-making skills and the ability to work independently.
NewManager / Senior Manager, Client Services True North InsightsManager / Senior Manager, Client ServicesPhiladelphia, PA$86,000–$95,000 / yearOne day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives.
Rehire Client Support Associate CPIRehire Client Support AssociateBensalem, PennsylvaniaThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)PAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic The Baldwin Group Insurance Holdings, LLCAssociate Client Executive, Commercial Risk - IAS Mid-AtlanticPhiladelphia, PALicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. POSITION SUMMARY: The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients.