- Raymond James Financial, Inc. (Newtown, PA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Raymond James Financial, Inc. (Oil City, PA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- 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
- Guardian Life (Harrisburg, PA)
- ** Client Service Delivery Associate III** **Starting hourly rate of $21.00 per hour with a 3% annual bonus target** **Position Summary** + The Customer Care ... Associate role supports Guardian's mission to keep our promises...and serve more people by providing effortless and exceptional service to our voice/telephone inquiries from insured members, employers,… more
- Truist (Souderton, PA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Guardian Life (Bethlehem, PA)
- …in financial markets + Ability to work in a fast-paced environment + Client -centric and results-focused **You will** + Accept, place, and review equity, fixed ... Enter and manage annuity orders via AnnuityNet + Review client transactions for accuracy and compliance (eg, mutual fund...FINRA Series 7 and 63 licenses required + Strong service orientation and communication skills + Familiarity with Pershing… more
- Insight Global (Pittsburgh, PA)
- … Officer and/or Service Director, on matters requiring immediate attention Meet Associate Client Service Officer target objectives & grade level ... a week in Pittsburgh, PA or Lake Mary, FL. This person will join the Client Service team within the Treasury Services department of the bank. The Client … more
- Banfield Pet Hospital (Philadelphia, PA)
- …day supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. ... the doctors in providing world class preventive care and client service . Confer with field leadership and...use a key board, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Tarentum, PA)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. + ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… more
- Banfield Pet Hospital (Pittsburgh, PA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
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