Conshohocken, Pennsylvania, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Investment Concepts, Securities Industry Regulations
Conshohocken, Pennsylvania, United States · On-site
$125k–$350k/yr
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar in…
Skills: Financial Planning, Asset Management, Client Relationship Management, Wealth Management, Financial Analysis
Conshohocken, Pennsylvania, United States · On-site
Pitcairn’s innovative Shared Single-Family Office ® model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-…
Skills: Business Analysis, Project Coordination, AI Adoption, Change Management, Requirements Gathering
Conshohocken, Pennsylvania, United States · Hybrid
$80k–$90k/yr
Consultant, IT Project Manager ROLE TITLE IT Project Manager ROLE LOCATION(S) Conshohocken, PA ROLE SUMMARY The IT Project Manager oversees the planning and execution of mid‑sized to large IT initiatives, ensuring projec…
Skills: IT Project Management, P&C Insurance, M&A, SDLC, Waterfall
Conshohocken, Pennsylvania, United States · On-site
Job Summary The Tax Manager will be a key contributor to the corporate tax organization of Quaker Houghton and will be responsible for supporting the team with the accounting of income taxes for both the consolidated gro…
Skills: Income Tax Accounting, ASC 740, Sarbanes-Oxley (SOX) Compliance, Tax Provisioning, Deferred Tax Assets
Conshohocken, Pennsylvania, United States · Hybrid
Summary: The Strategy Manager, Office of the CEO will manage the company’s strategic planning initiatives for all Archwell companies. The Strategy Manager will report to the VP of Strategy and will collaborate with other…
Skills: Strategic Planning, Market Analysis, Competitive Intelligence, Project Management, Partnership Management
Conshohocken, Pennsylvania, United States · Hybrid
$80k–$90k/yr
Consultant, IT Project Manager ROLE TITLE IT Project Manager ROLE LOCATION(S) Conshohocken, PA ROLE SUMMARY The IT Project Manager oversees the planning and execution of mid‑sized to large IT initiatives, ensuring projec…
Skills: IT Project Management, P&C Insurance, M&A, SDLC, Waterfall
Portland, Oregon, United States · On-site
Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high‑performing teams built on integrity, candor and collaboration, ba…
Skills: Financial Modeling, Due Diligence, Investment Underwriting, Transaction Modeling, Distribution Waterfalls
Conshohocken, Pennsylvania, United States · Hybrid
Summary: The Sr Director, Real Estate Asset Management is responsible for the performance optimization of the company’s real estate investment portfolio, primarily comprised of multifamily assets as well as several offic…
Skills: Real Estate Asset Management, Portfolio Optimization, Capital Expenditure Management, Financial Acumen, Vendor Management
Scottsdale, Arizona, United States · Hybrid
$120k–$190k/yr
Overview Good Things Start Here. Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive lead…
Skills: Actuarial Analysis, Pricing, Profitability Analysis, Product Development, SQL
Conshohocken, Pennsylvania, United States · Hybrid
Overview Company Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and colla…
Skills: Travel Administration, Invoice Reconciliation, Procurement, T&E Compliance, Microsoft Office
Conshohocken, Pennsylvania, United States · Hybrid
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Client Service, Financial Operations, Analytical Skills, Quantitative Analysis, Problem Solving
Conshohocken, Pennsylvania, United States · Remote OK
Description FLSA Classification: Exempt Reports to: co-CEO Work Location: Remote Summary: The Wholesale Mortgage Account Manager is responsible for helping sign-up and train new broker partners, servicing existing broker…
Skills: Mortgage Product Knowledge, Broker Relationship Management, Loan Scenario Analysis, Underwriting, Closing
Conshohocken, Pennsylvania, United States · Remote OK
Description – Bring Your Book, Keep More of It Location: Remote / Hybrid Are you an established Loan Officer with a proven referral network who is tired of losing deals to high rates, lender fees, slow operations, or cor…
Skills: Mortgage Origination, Client Relationship Management, Loan Processing, Underwriting, Referral Network Development
Conshohocken, Pennsylvania, United States · Remote OK
Description FLSA Classification: Exempt Reports to: Director of Secondary Marketing Summary: The Secondary Marketing Analyst is responsible for managing a variety of analytical projects across several departments Duties …
Skills: Rate Lock Management, Warehouse Line Monitoring, Financial Analysis, Microsoft Excel, Mortgage Loan Disbursements
Conshohocken, Pennsylvania, United States · Remote OK
$58k–$85k/yr
Job Details The Pharmacy Projects Specialist responds to Client requests for issue resolution, including delivery, rebate and credits, contract inquiries while utilizing Cencora's support resources network where necessar…
Skills: Strategic Planning, Project Management, Customer Service, Analytical Thinking, Time Management
Conshohocken, Pennsylvania, United States · Hybrid
Description We are partnering with our client, Active Protective Technologies, to hire a VP of Finance! About Active Protective Technologies Active Protective Technologies is a medical device startup committed to revolut…
Skills: Financial Reporting, GAAP, Budgeting, Forecasting, Tax Compliance
Conshohocken, Pennsylvania, United States · Hybrid
Critical Needs. Immediate Action. SERB is a fast-growing global specialty pharma company designed to address rare and urgent conditions by delivering life-saving medicines when time and complexity leave no room for failu…
Skills: Market Access Strategy, Pricing & Contracting, Government Pricing, Account Management, HEOR
Atlanta, Georgia, United States · On-site
$180k–$200k/yr
Link Logistics Real Estate (“Link”) is a leading operator of last-mile logistics real estate. Established by Blackstone in 2019, the company connects consumption, technology, and the supply chain across its portfolio, wh…
Skills: Real Estate Dispositions, Financial Modeling, Underwriting, Asset Management, Negotiation
Conshohocken, Pennsylvania, United States · Hybrid
Come and Save Lives with Us! SERB is a fast-growing specialty pharmaceutical company that equips healthcare providers worldwide with life-saving medicines for patients facing rare conditions and emergencies. For over 30 …
Skills: Financial Planning & Analysis, Budgeting, Forecasting, Financial Modeling, Scenario Analysis
Conshohocken, Pennsylvania, United States • On-site
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Provides critical administrative support to Financial Advisors and their clients, serving as the primary point of contact for inquiries and scheduling. Manages account onboarding, asset transfers, portfolio rebalancing, and the maintenance of client records via CRM software.
Requires a high school diploma and preferred experience in the securities industry. Must hold or be able to obtain SIE, Series 7, and state-required licenses such as Series 63, 65, or 66.
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. 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. Come grow with us and see where a career at Raymond James could take you!
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
Reviews, assesses and responds to all corporate action items and client account alerts.
Prepares financial reports, spreadsheets and other materials for client meetings.
Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Performs other duties and responsibilities as assigned.
Company’s working structure, policies, mission, and strategies.
Managed account platforms.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.
Client Relationship Management (CRM) software, or similar contact management software.
Goal planning software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required.
Series 63, 65 and/or 66 as required by state.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-DG1Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
Based on 36 listings with disclosed salaries, most finance & accounting jobs in Conshohocken, PA pay between $60k–$190k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 116 open finance & accounting positions in Conshohocken, PA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Hamilton Lane, Onbe, Berkshire Hathaway GUARD Insurance Companies, Firstrust Bank, Novacore, among others. Browse the listings above to see every active employer.
Yes — 55 of the 116 open finance & accounting positions offer remote or hybrid work (13 remote, 42 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
