- WTW (Pittsburgh, PA)
- …to request and gather updated exposures and underwriting information + Obtain updated client exposure documentation and perform needs and gap analysis to ensure ... performance. Together, we unlock potential. Learn more at wtwco.com . **Description** This Client Manager role is responsible for a blend of internal partnership &… 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
- City National Bank (Harrisburg, PA)
- …requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Onboard and maintain client accounts, ... *PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER* WHAT IS THE OPPORTUNITY?...including collecting client information and require documentation , processing money movement transactions as an example *… 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
- KeyBank (Pittsburgh, PA)
- …with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations ... people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... Banker (PCB) is part of the Key Private Client Program and will focus on the entire … more
- PNC (Horsham, 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 within PNC's Vendor Finance organization, you...organization, you will be based in Horsham, PA. The Client Solution Specialist supports a high volume of daily… more
- Publicis Groupe (Philadelphia, PA)
- …manner to clients + Lead role in ensuring timely, accurate client documentation & correspondence **Qualifications** **Requirements** + Exhibits Integrity ... effective, and profitable manner. Builds and maintains positive, lasting client relationships. Ensures high quality agency output. **Responsibilities** **Agency… more
- Publicis Groupe (Philadelphia, PA)
- …compelling manner to clients + Lead role in ensuring timely, accurate client documentation & correspondence **Qualifications** + Exhibits Integrity and Trust ... timely, effective, and profitable manner. Builds and maintains positive, lasting client relationships with multiple or mid-level clients. Ensures high quality agency… more
- Help at Home (Harrisburg, PA)
- …and submits routine departmental reports as required. + Records and maintains accurate documentation of the client 's condition and overall service. + Maintain ... care coordination, and Meaningful Moments that transform lives. We're seeking a ** Client Service Supervisor** who is passionate about making a difference and driving… more
- Help at Home (Dubois, 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