- Raymond James Financial, Inc. (Doylestown, PA)
- …+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... in the Financial Services industry, Raymond James is seeking a dynamic Registered 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
- Sodexo (Philadelphia, PA)
- …flag clients needing support + Collaborate with internal teams to improve client journey + Maintain enrollment documentation and assist with playbooks/templates ... **Role Overview** Entegra is seeking a **Senior Manager, Client Enrollment & Adoption** to join their team. The Senior Manager, Client Enrollment & Adoption is… 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 (Sewickley, 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
- 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 within PNC's Trust Tax organization, you...+ Acts as a point of contact for clients, client teams or service partners and may act as… more
- Fifth Third Bank, NA (Sewickley, PA)
- …Third Wealth Advisor, clients and prospects. + Provides all necessary paperwork and documentation during the client account opening process. Owns the process for ... Fifth Third Bank. GENERAL FUNCTION: Supports the Wealth Advisor; interacts directly with the client in administrative and support matters and a variety of client … more
- Help at Home (Scranton, 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