- Raymond James Financial, Inc. (Newtown, PA)
- …+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Altoona, PA)
- … accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...new clients + Prepare various business summary reports and client -specific reporting as needed for review by the financial… more
- Public Consulting Group (Harrisburg, PA)
- …Regional Teams, technical staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation of client ... the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… more
- KeyBank (Lansdale, PA)
- …with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations ... and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client… more
- PNC (Pittsburgh, PA)
- …+ Provides sales, service and execution support for new and ongoing client relationships. + Gathers required documentation . Prepares, reviews and verifies ... opportunity to contribute to the company's success. As a Client Solution Specialist you may be based in a...+ Acts as a point of contact for clients, client teams or service partners and may act as… more
- Kestra Financial (Beaver, PA)
- …assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing, service, ... The Client Service Associate reports to the Financial Advisor...resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards +… more
- Help at Home (Pittsburgh, PA)
- …and submits routine departmental reports as required. + Records and maintains accurate documentation of the client 's condition and overall service. + Maintain ... **Help at Home is hiring a Client Service Supervisor!** **This is a hybrid role...day work from home per week.** **_Job Summary:_** The Client Service Supervisor may, where permitted, develop, and monitor… more
- Help at Home (Williamsport, PA)
- …and submits routine departmental reports as required. + Records and maintains accurate documentation of the client 's condition and overall service. + Maintain ... fit for you._ **Help at Home is hiring a Client Service Supervisor!** **This is a remote role that...a remote role that pays $20-$22/hour.** **_Job Summary:_** The Client Service Supervisor may, where permitted, develop, and monitor… more
- ADP (PA)
- …In addition may conducts live-web-based safety awareness training using WebEx tools Prospective Client and Client Site Assessment Documentation : + Documents ... Federal OSHA compliance regulations. This person will effectively evaluate the client 's worksite to determine workplace hazards, evaluate the effectiveness of… more
- KidsPeace Childrens Hospital (Bethlehem, PA)
- …the timely and quality completion of client incident reports and other client related documentation . Assist in maintaining the accuracy of client ... meetings on the house(s) to communicate pertinent information, discuss client and house issues and assess the functioning of...are to occur weekly on the house/houses. Complete accurate documentation of such groups / meetings within the specified… more