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Client Service Associate jobs in Harleysville, 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...

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...

2 months ago seen See more...

PT Service Associate - 6510

The Giant Company

Spring House, PA

United States, Pennsylvania, Spring House

Address: USA-PA-Spring House-1121 Bethlehem Pike Store Code: GC - Store Mgrs (2600341) PRIMARY PURPOSEThe primary purpose of this job is to bag items at checkout, put bags into carts, restock returns, retrieve carts from the parki...

a week ago seen See more...

Seasonal Merchandising Service Associate - Weekends Preferred

Lowe's

Montgomeryville, PA

Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product...

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...

a month ago seen See more...

Part-Time Customer Service Associate

Ascena Retail Group, Inc.

Collegeville, PA

We go out of our way to help women put their best selves forward every day by building relationships with our clients to help them find something perfect to wear for their event or simply add to their wardrobe as the seasons chang...

2 months ago seen See more...

Customer Service Associate - (Product Development) (Hybrid)

Keystone Technologies Inc

Lansdale, PA

$40.3K - $51.1K a year

Receiving inbound technical-related phone calls and emails and walking customers through the necessary steps to find a resolution Generating supporting documentation for technical product related inquiries Assisting in advanced sa...

2 months ago seen See more...

Customer Service Associate/Warehouse part-time

D'iyanu Llc

Norristown, PA

$18 - $19 an hour

Respond to customer inquiries via Phone, Email, Chat and Social Media. (FB, IG). Engage in problem solving to reach optimal Customer Service. Use Telephone/Email to reach out to customers to verify and update order information. Pr...

2 months ago seen See more...

Policy Services Associate

Munich Re

King Of Prussia, PA

High School Diploma or equivalent work experience is required. College Degree or equivalent work experience is preferred. Experience in providing excellent customer service either on the front-line or in the back office. Ability t...

2 months 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...

2 months ago seen See more...

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...

2 months 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...

2 months ago seen See more...

PT Service Associate - 6547

The Giant Company

Warrington, PA

$21.1K - $26.7K a year

Promptly, at the start of the shift, the employee will review the work schedule, check the equipment and supplies required to perform the work scheduled, comply with Personal Protective Equipment (PPE) requirements, and otherwise...

2 months ago seen See more...

Customer Service Associate

Wawa

Jamison, PA

$25.6K - $32.4K a year

Greet and provide an enjoyable shopping experience for all customers. Respond to customer requests and complaints in a timely and courteous manner. Utilize the GREAT Customer Service and customer recovery model to ensure customer...

2 months ago seen See more...

PT Service Associate - 6257

The Giant Company

Warminster, PA

$21.1K - $26.7K a year

Promptly, at the start of the shift, the employee will review the work schedule, check the equipment and supplies required to perform the work scheduled, comply with Personal Protective Equipment (PPE) requirements, and otherwise...

2 months ago seen See more...

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