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Client Service Advisor jobs in Telford, PA

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FINANCIAL CLIENT SERVICE ASSOCIATE

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...

CompanyFinancial Voyages, Llc
AddressHarleysville, PA
CategoryAccounting/Finance
Salary$25 - $30 an hour
Job typeFull-time
Date Posted 2 months ago See detail

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...

2 months ago seen See more...

Entry Level Express Service Advisor

A&T Chevrolet/Subaru

Sellersville, PA

$15 - $20 an hour

401(k). Dental insurance. Employee discount. Health insurance. Paid time off. Referral program. Every weekend. Monday to Friday. 8 hour shift. Driver's License (Required)....

a month ago seen See more...

Client Service Representative

Animal Medical Center

Collegeville, PA

Answers telephone calls quickly, efficiently and in a professional and friendly manner. Warmly greets clients and provide exceptional service. Entering new client information into the computer system. Scheduling appointments for e...

4 weeks ago seen See more...

Director of Client Services

A Woman's Place

Doylestown, PA

$65,000 a year

Oversee the daily operations of Client Services including the safe house, rapid rehousing, hotline, and victim response programs. Provide programmatic and administrative supervision to client service managers. Develop, expand, and...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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