Client Services Coordinator

3 weeks ago

Mt Joy, United States North Group Consultants Full time

Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well-established and reputable organization, Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions. As a fee-only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice to wealth management. This family-oriented, close-knit team of thirteen employees, strives to build long-lasting relationships and walk alongside clients throughout lifes journey.

Stewardship Advisors is seeking a full-time Client Services Coordinator / Customer Service Representative to provide outstanding client care and exceptional administrative support to the organization. This position will be responsible to deliver the highest level of customer service to both external clients and internal colleagues. The ability to anticipate client needs and proactively serve team members is essential to the role. Additionally, the Client Services Coordinator / Customer Service Representative will accomplish a variety of office tasks such as communication, scheduling, report preparation, document processing, and other firm logistics. This position offers an excellent opportunity for an energetic, self-motivated individual to make an impact as part of the collaborative team.

You might be right for the Client Services Coordinator / Customer Service Representative position if you:
Have a passion for people and customer service
Enjoy learning and providing administrative support to a team
Exhibit excellent communication skills, both written & verbal
Express interest and/or knowledge of the Wealth Management industry
Have previous experience using MS Office Suite and/or CRM software
Are comfortable with technology and learning new software
Enjoy serving others and being involved in your community

Please forward resume and cover letter.

by Jobble

  • Client Services Coordinator

    5 days ago

    Mt Joy, United States North Group Consultants Full time

    Job Title: Client Services Coordinator / Customer Service Representative Company: Stewardship Advisors, LLC Stewardship Advisors, LLC, located in Mt. Joy, PA, is dedicated to meeting clients at the intersection of life and finance. The organization is committed to developing personalized plans to assist clients in making sound financial decisions. As a...

  • Client Services Coordinator/Customer Service Representative

    2 weeks ago

    Mt Joy, United States Stewardship Advisors Full time

    Client Services Coordinator / Customer Service Representative Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well-established and reputable organization, Stewardsh

  • Client Services Coordinator/Customer Service Representative

    5 days ago

    Mt Joy, United States Stewardship Advisors Full time

    Client Services Coordinator / Customer Service Representative Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well-established and reputable organization, Stewardsh

  • Client Service Coordinator

    4 weeks ago

    Mt Prospect, United States Banfield Full time

    The 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 Coordinator

    4 weeks ago

    Mt Prospect, United States Banfield Full time

    The 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 Coordinator

    2 weeks ago

    Mt Prospect, United States Banfield Full time

    The 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 Coordinator

    3 weeks ago

    Mt Prospect, United States Banfield Full time

    The 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,...

  • Financial Representative

    2 months ago

    Mt Joy, United States EVERENCE SERVICES, Full time

    POSITION SUMMARY Provide service, basic planning, and product sales for an assigned group of clients in the Central Penn core market. Actively search for opportunities to deepen relationships with existing Everence clients, with a secondary focus on establishing new Everence relationships. Refer clients to other consultants if the need for additional...

  • Client Service Coordinator PT- Mt Pleasant W

    3 weeks ago

    Mt Pleasant, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The 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...

  • Client Service Coordinator PT- Mt Pleasant W

    4 weeks ago

    Mt Pleasant, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The 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...

  • Client Care Coordinator

    2 weeks ago

    Mt Vernon, United States Elara Caring Full time

    At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place.Job Description:You take pride in...

  • Client Care Coordinator

    2 weeks ago

    Mt Vernon, United States Elara Caring Full time

    At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place. Job Description: You take pride...

  • Sales & Service Coordinator

    4 weeks ago

    Mount Joy, United States Hiltz Propane Systems, Inc Full time

    Do you aspire to find an exciting and fulfilling role where you can grow and guide a thriving Sales/Service team? As a Sales & Service Coordinator you'll support our customers as well as our Sales, Service and Engineering departments. **The Company**: Hiltz Propane Systems, Inc. constructs Propane Systems for bulk storage, commercial, or industrial uses in...

  • Client Service Associate

    3 weeks ago

    Mt Pleasant, United States Jackson Hewitt Full time

    We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client...

  • Client Service Manager

    3 days ago

    Mt Laurel, United States Gallagher Full time

    Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Client Services Representative

    2 months ago

    Mt Laurel, United States Fieldprint Full time

    About Us: Fieldprint, Inc. provides Livescan Fingerprinting; Fingerprinting Enrollment Services; Form I-9 Section 2 Completion; Badge Photography and Processing; and Fitness Determination and Adjudication services for corporations, non-profits and federal, state, tribal, and local government sectors. Fieldprint is at the forefront of our industry. We offer...

  • Client Service Representative

    5 days ago

    Mt Juliet, United States VCA Animal Hospitals Full time

    ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups and reaching out to prospective clients Presenting and explaining fees, including processing payments Recommending, selecting,...

  • Financial Representative

    2 months ago

    Mt Joy, United States Everence Full time

    POSITION SUMMARYProvide service, basic planning, and product sales for an assigned group of clients in the Central Penn core market. Actively search for opportunities to deepen relationships with existing Everence clients, with a secondary focus on establishing new Everence relationships.Refer clients to other consultants if the need for additional technical...

  • Client Service Manager II

    4 weeks ago

    Mt Laurel, United States Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Client Service Manager NJ

    3 weeks ago

    Mt Laurel, United States Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallaghers global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, youll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, well build a legacy...