- IQVIA (Wayne, PA)
- …in a client -focused environment. + Maintains effective communications with sales and client service support to keep all apprised-on activities with the ... including reports and presentation. . + May mentor and lead other client service reps and represent the manager in their absence. **_Qualifications_** +… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …accounts, back-office administration, client engagements and contact including client service and portfolio reviews. Primary Responsibilities CRM (Redtail) ... case updates + Support proactive client engagement + Ad hoc Client Service requests Financial Planning - eMoney + Enter data in planning software-prospect/… more
- WTW (Philadelphia, PA)
- …& Logistics + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules + Coordinates the renewal… more
- Visiting Angels of Jenkintown (Jenkintown, PA)
- …+ A Bachelor's degree and 10+ years of progressive experience in operations, client service , healthcare coordination, or senior project management roles. + Prior ... caregivers are properly matched, scheduled, and supported to deliver consistent, high-quality service . Drive Client & Caregiver Satisfaction + Monitor experience… more
- Tompkins Community Bank (Wyomissing, PA)
- …information according to Agency procedures. + + Troubleshoot and correct day-to-day client service issues, including changes in coverage as requested/required by ... to clients. + Problem solving skills; must possess excellent client service skills. + Demonstrated ability to understand and interpret insurance contracts… more
- Bank of America (Yardley, PA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the… more
- Coinbase (Harrisburg, PA)
- …specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional ... reporting, allocations, cold storage, and wallet management. * Deliver direct client service and support to institutional clients through phone, email, and video… more
- Wells Fargo (Wayne, PA)
- …with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs ... and maintaining filing and record keeping necessary to support efforts to service and grow client relationships + Often acts as the liaison for all referral… more
- Deloitte (Philadelphia, PA)
- …leading role within an account team framework (ie, working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners, and ... relationships with clients? If so, a career as a Client Relationship Executive could be the role of a...client 's perspective. + Utilize broad understanding of Deloitte's service offerings and POVs to identify and co-develop holistic,… more
- WTW (Philadelphia, PA)
- …analytical tools + Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules + ... **Description** The Client Advocate is responsible for maintaining and cultivating client relationships. The Client Advocate role has a strong connection to… more
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