- Wells Fargo (Lebanon, PA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... record keeping necessary to support efforts to service and grow client relationships + Act...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Ivalua (Pittsburgh, PA)
- IT ClientOps Support (Pittsburgh - US) Founded in 2000, Ivalua is a leading global provider of cloud-based procurement solutions. COMPANY OVERVIEW At Ivalua we are a ... is dedicated to build and operate the infrastructure and services that host the Ivalua solution for our clients...Ivalua, we are currently looking for a IT ClientOps Support . WHAT YOU WILL DO WITH US + Analyze,… more
- KeyBank (Lansdale, PA)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations… more
- Bank of America (Pittsburgh, PA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office… more
- H&R Block (Warrington, PA)
- …knowledge assessment test. + High level of confidence in leveraging technology to support client interactions. + Proficiency in Microsoft Office Suite (Word, ... of tax related experience + 1-2 years of customer service experience, preferably in a client -facing role...with office staff and leadership to continuously improve the client experience and support office goals. +… more
- The Cigna Group (Harrisburg, PA)
- …relationships and serve as primary POC for overall and day to day service delivery for clinical analytic needs. Represent client (s) internally and coordinate ... with other functional areas to implement client initiatives, complete projects and address ongoing ...w/ deliverables identified by BD upon contract execution. Coordinate client -training and support strategies. Develop and maintain… more
- American Express Global Business Travel (Harrisburg, PA)
- …+ Establishing partnerships with key business constituents (Global Business Consulting, Client Services , Service Delivery, Implementations, Group Management ... GBT is looking for a creative, expert, detail-and strategic client manager to support some of our...and Entertainment travel. + Proven success in upselling products, services and solutions, growing client revenue and… more
- IQVIA (Wayne, PA)
- **Interactive Response Technology (IRT) Client Services ** The main purpose of this role is to manage the assigned IRT studies and programs in a way that ensures ... they look to Cenduit as a trusted partner. **Responsibilities** Client service (50%) + Act as main...tasks (20%) + Take leadership on study programs or client accounts to define standards, lessons learned, support… more
- Thrivent Financial (Montgomeryville, PA)
- Summary The Client Service Coordinator is a detail-oriented and organized individual who will perform administrative duties for Amanda Schulenberg and Rebecca ... supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative... relations, and other administrative tasks as assigned. The Client Service Coordinator reports to and is… more
- FREEMAN (Philadelphia, PA)
- … Pricing & Procurement is responsible for overseeing the financial aspects of client relationships, ensuring that the company's services are delivered profitably ... optimize profitability, manage risk and ensure financial efficiency across client portfolios. This position will support our...efficiency across client portfolios. This position will support our Accounting team. It is eligible to work… more