- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Summary of the Position:** The Client Services Representative - Fulfillment & Close position effectively coordinates the end to end Private Banking ... financial industry experience required, including 2 years of bank operations and/or client service experience preferred **Essential Skills and Abilities:** +… more
- Canon USA & Affiliates (Philadelphia, PA)
- …- Site responsibility and location of coverage may change based on client and/or division needs. Mail/Courier Services : -Responsible for prompt and ... for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. **Your Impact** Main Responsibilities: -… more
- SolomonEdwards (Harrisburg, PA)
- …talented, committed, collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards Position Summary: ... About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial,...SolomonEdwards is looking for a Mortgage Fulfillment Manager for one of its mortgage clients to… more
- WESCO (Pittsburgh, PA)
- As an Inside Sales Representative , you will support a key Hyperscale Data Center client . You will interact with existing customers, to increase sales of the ... Company's products and/or services . You will obtain, create, and up-sell orders, creating...telephone calls, verifies and enters items, transfers orders to fulfillment , explains stock-outs and expected delivery dates. + Increases… more
- Truist (Wyomissing, 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
- IQVIA (Wayne, PA)
- …PowerPivot functionality). + Broad knowledge of the concepts, practices and procedures of the client service representative field. + Broad knowledge of IQVIA ... in a client -focused environment. + Maintains effective communications with sales and client service support to keep all apprised-on activities with the … more
- ASM Research, An Accenture Federal Services Company (Harrisburg, PA)
- …for assisting in identifying new business opportunities, building and maintaining client relationships, and contributing to the overall growth and profitability of ... to stay updated on industry trends and competitor activities. + Conducts client and competitor market research and analysis. + Collaborate with internal teams… more
- Truist (Pittsburgh, PA)
- …requirements, acceptable compliance and quality control audit performance. 4. Continuously improve client service quality by modeling and leading the adoption of ... partnerships between sales team and operations, as needed assist Mortgage Loan Fulfillment with client , attorney, or appraiser document follow-up as determined… more
- Truist (Lancaster, PA)
- …referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client , ... consistent, effective referrals of mortgage clients for other bank services , including the qualifying package of services ,...sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and… more
- SolomonEdwards (Harrisburg, PA)
- …talented, committed, collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards Position Summary: ... About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial,...SolomonEdwards is looking for a Mortgage Fulfillment Underwriter for one of its mortgage clients to… more