• Client Service Associate…

    Kestra Financial (Beaver, PA)
    The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... basis + Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and competing priorities daily in pursuit of… more
    Kestra Financial (09/08/25)
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  • Client Service Excellence…

    Vanguard (Malvern, PA)
    …experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative. At Vanguard, we believe in supporting our ... supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: +...a role. This position is not intended as a stepping- stone for advancement into other roles and incentives individuals… more
    Vanguard (09/26/25)
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  • Associate Account Manager

    FREEMAN (Philadelphia, PA)
    … client purchase order requisitions, invoicing, and maintaining files and client communications. * Prepare account service -related documents such as meeting ... relationships, inspire action, and build trust-all around the world. **Summary** The Associate Account Manager is a liaison on smaller account projects and projects… more
    FREEMAN (09/30/25)
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