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FlexJobs
Chester
Subscribe to FlexJobs today and gain access to 25,000 hand-screened remote, work from home, & flexible schedule job listings. FlexJobs makes it easier, faster, and safer to find a job that better fits your life with professional job opportunities from entry-level to executive, startup to Fortune 500 - no ads, junk, or scams. Plus get exclusive acce
Job Source: FlexJobsFlexJobs
Newark
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Wilmington
Subscribe to FlexJobs today and gain access to 25,000 hand-screened remote, work from home, & flexible schedule job listings. FlexJobs makes it easier, faster, and safer to find a job that better fits your life with professional job opportunities from entry-level to executive, startup to Fortune 500 - no ads, junk, or scams. Plus get exclusive acce
Job Source: FlexJobsMain Line Health
Broomall, PA, United States
Could you be our next Client Service Representative? Why work as a Client Service Representative with Main Line Health? Make an Impact! Our Client Service Representative is an important part of our team, providing compassionate and accurate customer Client Service, Representative, Customer Service, Retail, Healthcare, Client, Health
Job Source: Main Line HealthEthos Veterinary Health
Malvern
VRC is a growing state-of-the-art 24 hour Veterinary Emergency and Specialty organization that places the utmost importance on outstanding care for our clients and patients as well as the professional development and well being of our employees. We seek staff that share our core values of Kindness, Collaboration, Integrity, Empowerment, and Commun
Job Source: Ethos Veterinary HealthBanfield
Newark, DE, United States
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clien
Job Source: BanfieldRandstad US
Malvern
client service rep. + malvern , pennsylvania + posted june 7, 2024 **job details** summary + $19 - $20 per hour + temp to perm + high school + category sales and related occupations + referenceAB_4549806 job details Working as a Client Relationship Associate answering and assisting investors with questions, monetary transactions, financial products
Job Source: Randstad USBanfield
West Chester, PA, United States
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clien
Job Source: BanfieldKennett Square, PA, United States
Client Service Associate – Legacy Solutions
Legacy Solutions , a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate .
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.
Responsibilities:
Reception
Meeting Reception
client contact by phone and email
clients with service needs, including general account questions, account changes, contributions and withdrawals, sending reports and documents
client interactions via Redtail CRM, follow up on client meetings
databases of client information
and submit client paperwork and financial transactions accurately
to and correct paperwork not in good order
financial advisor of client issues of significant concern
apprised on industry and company rules and regulations
projects and tasks as assigned
Desired Experience and Skills:
services experience preferred, but not required
to develop strong client relationships
oral and written communication skills
to work independently
solver, critical thinker and creative skills
to anticipate client and advisor needs
of working under deadlines
to do research to answer questions
Technology Used:
CRM, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
investment and insurance company websites
We offer:
supportive and professional work environment
position has upward mobility, access to 401(k), and a salary range of $40-50k
opportunity for professional growth and advancement
Email Alert for Client Services Associate jobs in Kennett Square, PA, United States
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