Client Service Advisor jobs in Pennsylvania

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CLIENT SERVICE ASSOCIATE- OIL CITY, PA- 20-24 HOURS PER WEEK

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. Essential Duties and Responsibilities...

CompanyCantella & Co.
AddressOil City, PA
CategoryReal Estate
Job typePart-Time
Date Posted a month ago See detail

Client Service Associate- Oil City, PA- 20-24 Hours Per Week

Cantella & Co.

Oil City, PA

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. Essential Duties and Responsibilities...

Client Service Associate- Oil City, PA- 20-24 Hours Per Week

Raymond James Financial, Inc

Oil City, PA

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. Essential Duties and Responsibilities...

Overnight Client Service Representative

Hickory Veterinary Hospital, Llc

Plymouth Meeting, PA

$35.3K - $44.7K a year

Greeting all clients who come into the hospital in a professional and friendly manner. Answering phone calls and scheduling appointments. Answering emails and obtaining past medical records. Becoming familiar with patient charts i...

Client Service Associate - Doylestown, PA

Raymond James Financial, Inc

Doylestown, PA

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. Essential Duties and Responsibilities...

Client Service Associate

Stifel Financial

Bethel Park, PA

$45.8K - $58K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Client Service Representative-Modifications & Fulfillment

Raymond James Financial

Pittsburgh, PA

Job Summary The Client Services Representative - Modifications & Fulfillment position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. This posi...

Vice President, Client Service Manager II

Bny Mellon

Pittsburgh, PA

$114K - $144K a year

This role is located in Pittsburgh PA, or Lake Mary, FLIn this role, youll make an impact in the following ways:Oversees and provides guidance to one or more Treasury Service Global Client Service teams who supports multiple, mod...

Client Service Associate

Gemharvest

New Hope, PA

$60,000 - $75,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. Participate in the growth of an in...

VP, Client Service (Restaurant and C-Store)

Bounteous

Philadelphia, PA

Oversee a strategic client account comprising $12MM+ in revenue. Promote strong partnerships and establish trusted relationships with key decision-makers in client organizations, including C-suite. Deliver client-focused solutio...

Client Service Analyst

Fiserv, Inc.

King Of Prussia, PA

$38.6K - $48.9K a year

Meeting or exceeding daily support inquiry goals Support tickets, phone calls and/or emails based on role within the team This team often needs to pivot focus to assist in the most pressing areas/time sensitive needs Communicating...

Client Service Supervisor

Vca Animal Hospitals

Springfield, PA

Supervisor the CSR staff fairly and respectively, maintain the utmost trust with management. Excellent Client Services skills, phone skills, computer skills. Must be friendly, outgoing, "people-oriented". Greeting visitors, answer...

Service Advisor

Toyota Of Scranton

Scranton, PA

Health Insurance. Dental Insurance. Vision Insurance. Disability Insurance. Life Insurance. Supplemental Insurances. 401K. Schedules service appointments. Greets customers in a timely, friendly manner and obtains vehicle informati...

Revenue Officer (Technical Services Advisor/Reviewer) 12-month Roster

Internal Revenue Service

Altoona, PA

Show a basic understanding of the "Decedent" program including the impact of local state laws and completing a Proof of Claim. Experience in strategically planning, prioritizing cases and meeting competing demands while balancing...

Senior Associate, Client Service

Bny Mellon

Pittsburgh, PA

$98.4K - $125K a year

Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. Heres a few of our awards:Fortune Worlds Most Admired Companies & Top 20 for Diversity and Incl...

Financial Client Service Associate

Financial Voyages, Llc

Harleysville, PA

$25 - $30 an hour

Maintaining CRM database of client and vendor information. Preparing and processing paperwork for new and existing investments. Processing transfers and rollovers. Facilitating money movement for clients. Assist with client inquir...

Client Services Manager

Bayada Home Health Care

Downingtown, PA

Provide superior customer service and quality home care. Focus on managing coordination of Client Services and emergent scheduling issues. Manage your Client Services Manager caseload while proactively growing it. Build lasting re...

Ford Service Advisor - Red Lion

Ciocca York Region

Red Lion, PA

$40,000 - $80,000 a year

Consistent record of service and sales success Strong record of positive customer satisfaction results Valid drivers license and clean driving record Oversee service orders and flow of drive lane. Ensure that customers receive pr...

Client Services Associate

A&N Consulting

Philadelphia, PA

$650 - $1,000 a week

Communicate with upper management, compliance, and quality assurance regularly regarding our product campaigns, ensuring each entry-level Client Service Trainee is exceeding expectations. Learn and possess the expertise in product...

Client Service Associate

Bny Mellon

Pittsburgh, PA

$65.1K - $82.5K a year

This role is hybrid.In this role, youll make an impact in the following ways:Ensuring requests are executed or questions resolved, including coordination with required operationsApplying problem solving skills and uses communicat...

Retail Service Advisor

Office Depot

Bethel Park, PA

Provides exceptional customer service by educating customers about Office Depot products and services. Effectively utilizes communication tools to request assistance anywhere on the sales floor, and to coordinate the appropriate s...

Private Client Financial Advisor

Citizens

United, PA

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

Private Client Financial Advisor

Citizens

United, PA

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

Service Tech/Advisor - Part Time Seasonal

Trek Bicycle

Pittsburgh, PA

Self-motivation, a positive, team-focused mentality, plus a willingness to pitch in on any task. Fantastic hospitality-a warm, approachable manner, great listening skills, and a drive to help in any way you can-even on the toughes...

Client Manager - Global Service Provider - Emerging East

World Wide Technology Holding, Llc

Philadelphia, PA

Positioning Enterprise Technology, Networking and Data Center solutions along with WWT's value added services. Ability to effectively work with consulting systems engineers in large Satellite accounts. Professional networking to b...