- KeyBank (Corry, PA)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... Pennsylvania 16407 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...products and services to meet client needs and refer to appropriate sales professionals in… more
- PNC (Pittsburgh, PA)
- …inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client ... joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment... commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client… more
- Wells Fargo (Wayne, PA)
- … Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a ... . **In this role you will:** + Assist Financial Advisor (s) with service and operational related activities...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Bank of America (Pittsburgh, PA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Penn State Health (Hershey, PA)
- …with virtual implementation along with providing related training for both the virtual team and client . The CDIS will work closely with multiple functions ... ability to work remotely. Travel to hospital sites supporting virtual services is required** A successful Clinical Development and Implementation Specialist (CDIS)… more
- Raymond James Financial, Inc. (State College, PA)
- …of a cohesive team . + Provide a high level of customer service . _King Financial Partners and its employees are_ **_independent contractors with respect to ... through mailings. + Works both independently and within a team environment to provide crucial support to the financial...to the financial advisors and branch office. + Ensures client paperwork and documentation is accurate and correct prior… more
- Anywhere Real Estate (Pittsburgh, PA)
- The ** Client Experience Specialist** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create ... all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker...efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure… more
- ADP (Allentown, PA)
- …negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success. **BONUS ... + Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging?...+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- SHI (Harrisburg, PA)
- …and cost estimates + Drive revenue growth within the professional services team by identifying new opportunities and optimizing service offerings + Technical ... Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and...business development executives, to ensure a unified approach to service delivery and client engagement + Work… more
- SHI (Harrisburg, PA)
- …of services + Drive revenue growth within the professional services team byidentifyingnew opportunities andoptimizingservice offerings + Engage with SHI ... emerging technologies, and competitive landscape to refine and enhance service positioning + Act as a trusted advisor... success managers, to ensure a unified approach to service delivery and client engagement + Contribute… more