Client Service Representative
2 weeks ago
Position Purpose:
The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a high-paced environment and work. A degree of decision making is essential to this position. Overtime may be required. This position covers the shift of 1:00pm - 9:30pm
Essential Duties and Responsibilities:
Productivity/Quality
a) Process a diverse range of financial and non-financial transactions including but not limited to:
New Account Set Up
Account Contributions
Account Disbursements
Fund Transfers and Exchanges
Client Correspondence
b) Consistently meet productivity, timeliness, and quality standards.
c) Periodically assist or coordinate support for other functional units.
d) Perform quality assurance on transactions processed by peers.
e) Overtime during some weekends and holidays may be required.
Training/Job Knowledge
a) Complete core corporate training and develop solid knowledge of systems.
b) Provide input into new department policies and procedures.
c) Consistently improve job knowledge to advance service capabilities through training and self study.
d) Learn and follow plan rules and procedures that vary by partner/plan
Workflow/Process Improvement
a) Recommend improvements to applications, workflows, and procedures.
b) Staff are required to come up with project ideas to improve departmental functions and are measured on their input to the process.
Team Work
a) Ability to provide constructive feedback to team members as a result of performing quality assurance on team members work.
b) Willingness to work as a team and provide quality service to our clients.
c) Assist management during busy periods to mentor and evaluate temporary staff.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Minimum Requirements:
1 to 2 years experience in a professional work environment preferred.
Strong analytical, problem solving, organizational, interpersonal, and communication skills.
Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure.
Prior financial service industry experience.
Series 6 and 63 licenses are preferred.
Bachelors Degree or equivalent experience.
_Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._
-
Client Service Representative
2 weeks ago
Philadelphia, United States VCA Animal Hospitals, Inc. Full timeSeeking a Part Time Client Service Representative! VCA Cat Hospital of Philadelphia is seeking an Experienced Client Service Representative to join our team full time! We are located in Philadelphia, PA and our team has a shared devotion to provide p Client Service, Representative, Service, Client, Animal Care, Retail
-
Client Service Representative
4 weeks ago
Philadelphia, United States Art City Vets Full timeJob DescriptionJob DescriptionClient Service RepresentativeJob TypeFull-time/ HourlyComprehensive benefits package, 401k, Uniform Allowance, Discounted Pet Care & More!Qualifications• High school or equivalent (Required)• Client service experience: 1 year (Required)• Veterinary reception experience: (Preferred)• Administrative experience: 1 year...
-
Client Service Representative II
2 weeks ago
Philadelphia, United States Canon, Inc. Full timeAbout our Company - Canon Solutions America, Inc. empowers companies of all sizes to succeed by supplying market leading enterprise, production, and large format printing solutions, supported by exceptional professional service offerings. With unwave Client Service, Representative, Solutions, Service, Manufacturing, Retail
-
Client Relations Representative
7 days ago
Philadelphia, United States RSP Events Full timeWe are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met with excellence.Key...
-
Client Relations Representative
2 weeks ago
Philadelphia, United States RSP Events Full timeWe are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met with excellence. Key...
-
Client Service Representative
2 weeks ago
Philadelphia, United States Rocksteady Promotions, Inc. Full timeRocksteady Promotions delivers home run results to a variety of clients that want to cast a wide net and increase their market reach. Due to new client contracts, we are tasked with creating and executing leading customer service and sales campaigns. Rocksteady Promotions team delivers communication-focused customer service and sales solutions to our...
-
Client Relations Representative
2 weeks ago
Philadelphia, United States RSP Events Full timeWe are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met with excellence.Key...
-
Client Relations Representative
2 weeks ago
Philadelphia, United States RSP Events Full timeJob DescriptionJob DescriptionWe are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met...
-
Client Relations Representative
4 days ago
Philadelphia, United States RSP Events Full timeJob DescriptionJob DescriptionWe are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met...
-
Customer Service and Sales Representative
4 weeks ago
Philadelphia, United States RSP Events Full timeJob DescriptionJob DescriptionOur company is seeking someone who is bright and motivated to add value to our competitive customer service and sales team! We have a robust history of driving successful sales strategies that have always taken our client’s footprint to the next level.Are you ready to make a serious move up the ladder in your professional...
-
Customer Service and Sales Representative
1 week ago
Philadelphia, United States RSP Events Full timeJob DescriptionJob DescriptionOur company is seeking someone who is bright and motivated to add value to our competitive customer service and sales team! We have a robust history of driving successful sales strategies that have always taken our client’s footprint to the next level.Are you ready to make a serious move up the ladder in your professional...
-
Customer Service and Sales Representative
2 days ago
Philadelphia, United States RSP Events Full timeJob DescriptionJob DescriptionOur company is seeking someone who is bright and motivated to add value to our competitive customer service and sales team! We have a robust history of driving successful sales strategies that have always taken our client’s footprint to the next level.Are you ready to make a serious move up the ladder in your professional...
-
Service Sales Representative
5 days ago
Philadelphia, United States Sciens Building Solutions Full time** Service Sales Representative** **Job Category****:** Sales **Requisition Number****:** SERVI01214 Showing 1 location **Job Details** **Description** **POSITION SUMMARY** Sciens Building Solutions is seeking a Service Sales Representative for our fire safety & security business. The Sales Representatives focus will be on new opportunities via end-user...
-
Client Care Representative
2 weeks ago
Philadelphia, United States Benjamin Franklin Plumbing Full timePlumbing Careers at Benjamin Franklin Plumbing® Do you value professionalism and punctuality? Do you want to work with the best professionals in the plumbing industry? Then you could be a candidate for Benjamin Franklin Plumbing! If you are an individual who values a rewarding career and would like your customers to be genuinely satisfied, you may be a...
-
Client Care Representative
3 weeks ago
Philadelphia, United States Benjamin Franklin Plumbing Full timePlumbing Careers at Benjamin Franklin Plumbing® Do you value professionalism and punctuality? Do you want to work with the best professionals in the plumbing industry? Then you could be a candidate for Benjamin Franklin Plumbing! If you are an individual who values a rewarding career and would like your customers to be genuinely satisfied, you may be a...
-
Client Service Associate
1 week ago
Philadelphia, United States Elite Placement Group Full timeWe are working with a company located in Philadelphia, PA, that specializes in providing Wealth services to clients. Their mission is to provide high-quality customer service to our clients while maintaining a professional atmosphere. They believe in fostering a work environment that encourages diversity, transparency, and open communication.Role...
-
Client Service Leader
1 week ago
Philadelphia, United States CDM Smith, Inc. Full timeCDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple private, municipal and state agency clients in the greater PA market. CDM Smit Client Service, Leader, Business Development, Wastewater, Service, Client Relations, Business Services
-
Client Service Coordinator
2 weeks ago
Philadelphia, United States Banfield Pet Hospital Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...
-
Client Service Associate
2 days ago
Philadelphia, United States Elite Placement Group Full timeWe are working with a company located in Philadelphia, PA, that specializes in providing Wealth services to clients. Their mission is to provide high-quality customer service to our clients while maintaining a professional atmosphere. They believe in fostering a work environment that encourages diversity, transparency, and open communication. Role...
-
Client Service Coordinator
5 days ago
Philadelphia, United States Banfield Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...