Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Client Service Manager
Mount Laurel, NJ · On-site
$23.08 - $34.62/hr
Job Summary Our client is seeking a proactive and execution-oriented Client Service Manager to ... Peak Season Operations: Assist implementation teams during peak open-enrollment periods to ensure ...
Client Service Manager
Mount Laurel, NJ · On-site
$23.08 - $34.62/hr
Job Summary Our client is seeking a proactive and execution-oriented Client Service Manager to ... Peak Season Operations: Assist implementation teams during peak open-enrollment periods to ensure ...
Housekeeping Operations Manager
Voorhees, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Quick apply
Housekeeping Operations Manager
Voorhees, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Housekeeping Operations Manager
Mount Holly, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Housekeeping Operations Manager
Mount Holly, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Housekeeping Operations Manager
Voorhees, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Housekeeping Operations Manager
Voorhees, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Housekeeping Operations Manager
Voorhees, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Housekeeping Operations Manager
Voorhees, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Housekeeping Operations Manager
Voorhees, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
Housekeeping Operations Manager
Voorhees, NJ · On-site
$55K - $60K/yr
As an Operations Manager, you are responsible for assisting in directing and overseeing the support ... customer/client contact. * Ability to communicate effectively in written format and oral ...
May assist in AR matters if directed by DOO Client Management * Coordinates with the project(s ... operations. Work Environment While performing the duties of this job, the employee is occasionally ...
May assist in AR matters if directed by DOO Client Management * Coordinates with the project(s ... operations. Work Environment While performing the duties of this job, the employee is occasionally ...
May assist in AR matters if directed by DOO Client Management * Coordinates with the project(s ... operations. Work Environment While performing the duties of this job, the employee is occasionally ...
May assist in AR matters if directed by DOO Client Management * Coordinates with the project(s ... operations. Work Environment While performing the duties of this job, the employee is occasionally ...
Coordinate with the IT & Network Operations Manager on client network requirements during installs; escalate connectivity issues that require client IT engagement * Ensure ARC units connect reliably ...
Coordinate with the IT & Network Operations Manager on client network requirements during installs; escalate connectivity issues that require client IT engagement * Ensure ARC units connect reliably ...
Coordinate with the IT & Network Operations Manager on client network requirements during installs; escalate connectivity issues that require client IT engagement * Ensure ARC units connect reliably ...
Coordinate with the IT & Network Operations Manager on client network requirements during installs; escalate connectivity issues that require client IT engagement * Ensure ARC units connect reliably ...
... of client solutions. * Partner with internal functions, including Finance, Resource Management ... Provide direct operational support for time-sensitive, confidential, and leader-driven requests ...
... of client solutions. * Partner with internal functions, including Finance, Resource Management ... Provide direct operational support for time-sensitive, confidential, and leader-driven requests ...
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Familiarity with snow and ice management scopes of work and client service expectations. * Highly organized, process-oriented, and skilled in building and documenting operational systems.
Quick apply
Familiarity with snow and ice management scopes of work and client service expectations. * Highly organized, process-oriented, and skilled in building and documenting operational systems.
Operations Manager 1, Multi-Service
Burlington, NJ · On-site
$89K - $115K/yr
We are seeking a Facilities Operations Manager, Multi-Service to join our Corporate Services team ... Our client is a consumer products manufacturing and distribution facility. If you have hands-on ...
Operations Manager 1, Multi-Service
Burlington, NJ · On-site
$89K - $115K/yr
We are seeking a Facilities Operations Manager, Multi-Service to join our Corporate Services team ... Our client is a consumer products manufacturing and distribution facility. If you have hands-on ...
Operations Manager 1, Multi-Service
Burlington Township, NJ · On-site
$89K - $115K/yr
We are seeking a Facilities Operations Manager, Multi-Service to join our Corporate Services team ... Our client is a consumer products manufacturing and distribution facility. If you have hands-on ...
Operations Manager 1, Multi-Service
Burlington Township, NJ · On-site
$89K - $115K/yr
We are seeking a Facilities Operations Manager, Multi-Service to join our Corporate Services team ... Our client is a consumer products manufacturing and distribution facility. If you have hands-on ...
Familiarity with snow and ice management scopes of work and client service expectations. * Highly organized, process-oriented, and skilled in building and documenting operational systems.
Quick apply
Familiarity with snow and ice management scopes of work and client service expectations. * Highly organized, process-oriented, and skilled in building and documenting operational systems.
Field Operations Manager (Seasonal)
Cherry Hill, NJ · On-site
$35 - $45/hr
Familiarity with snow and ice management scopes of work and client service expectations. * Highly organized, process-oriented, and skilled in building and documenting operational systems.
Quick apply
Field Operations Manager (Seasonal)
Cherry Hill, NJ · On-site
$35 - $45/hr
Familiarity with snow and ice management scopes of work and client service expectations. * Highly organized, process-oriented, and skilled in building and documenting operational systems.
Portfolio Operations Manager
Gladwyne, PA · On-site +1
Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service. Your Role: * Manage the day-to-day operations of the enterprise ...
Portfolio Operations Manager
Gladwyne, PA · On-site +1
Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service. Your Role: * Manage the day-to-day operations of the enterprise ...
Client Operations Manager information
See Mount Laurel, NJ salary details
$44.1K - $52.3K
3% of jobs
$52.3K - $60.5K
0% of jobs
$60.5K - $68.6K
3% of jobs
$68.6K - $76.8K
2% of jobs
$76.8K - $85K
2% of jobs
$85K - $93.2K
3% of jobs
$93.2K - $101.4K
1% of jobs
$101.4K - $109.6K
1% of jobs
$109.6K - $117.8K
0% of jobs
$117.8K - $126K
1% of jobs
$126.8K is the 25th percentile. Wages below this are outliers.
$126K - $134.2K
83% of jobs
$44.1K
$122.5K
$134.2K
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Medical, Dental, Vision, Life, Retirement, PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Conshohocken, PA office.
JobDescription: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.
Key Responsibilities:
- Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
- Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
- Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
- Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
- Bachelor's degree is required.
- Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
- Strong analytical, quantitative, problem-solving, and client service skills.
- Proactive, detail-oriented and understands time-sensitive issues.
- Strong verbal and written communication skills.
- Skill with PC and Microsoft Office suite, particularly Excel.
- Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
- Shows a positive attitude and initiative in all aspects of the position and demonstrates the ability to prioritize tasks in the face of competing demands.
- Enjoys learning and growing and is motivated to take on new challenges.
- Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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