We have other current jobs related to this field that you can find below

  • Client Service Representative

    3 months ago

    Fort Wayne, United States ECI Management Full time

    Ethereal Consulting delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Service Representative role to help us achieve our lofty goals. The Client...

  • Client Service Representative

    4 weeks ago

    Fort Wayne, United States ECI Management Full time

    Job DescriptionJob DescriptionEthereal Consulting delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Service Representative role to help us...

  • Client Service Representative

    2 days ago

    Fort Wayne, United States ECI Management Full time $42,000 - $47,000

    Job DescriptionJob DescriptionEthereal Consulting delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Service Representative role to help us...

  • Client Service Representative

    9 hours ago

    Wayne, Pennsylvania, United States Mercer Advisors Full time

    Mercer Advisors is a leading wealth management firm with a rich history of serving high net worth families since 1985. Our mission is to provide a comprehensive approach to managing our clients' finances, acting as a trusted advisor and partner.We are seeking a highly skilled Client Service Specialist to join our team. As a key member of our operations team,...

  • Client Support Representative

    1 month ago

    Wayne, United States MMG Full time

    Job DescriptionJob DescriptionThe Client Support Representative works on-site at our marketing & promotional events and provides support to the team at our corporate headquarters here in East Rutherford. We specialize in customer retention and customer acquisitions for our clientele. Our clients span across a wide variety of industries, including home...

  • Client Support Representative

    1 week ago

    Wayne, United States MMG Full time $46,000 - $54,000

    Job DescriptionJob DescriptionThe Client Support Representative works on-site at our marketing & promotional events and provides support to the team at our corporate headquarters here in East Rutherford. We specialize in customer retention and customer acquisitions for our clientele. Our clients span across a wide variety of industries, including home...

  • Client Support Representative

    9 hours ago

    Wayne, Pennsylvania, United States RemX Full time

    Exciting Opportunity for a Contract to Hire Client Support RepresentativeLocal candidates are preferred for this on-site position.Working Hours: Monday to Friday, 8:30 AM - 5:00 PM.Compensation: $17 per hourMake a Difference While Advancing Your CareerAre you equipped with the skills and personality to excel in customer service? This is your chance to join...

  • Customer Service Representative

    9 hours ago

    Wayne, Michigan, United States Jackson Hewitt Full time

    Customer Service RepresentativeAt Jackson Hewitt, we're seeking a skilled Customer Service Representative to provide exceptional support to our clients. As a key member of our team, you will play a critical role in delivering a positive experience for our customers.Key Responsibilities:Provide expert customer service and tax knowledge to clients via phone,...

  • Patient Service Representative

    2 months ago

    Wayne, United States WellStreet Full time

    **WellStreet Urgent Care** **Patient Service Representative** **Wayne, MI - Full Time** Guest services Welcome guests, employees, and clients who arrive at the office and clarify the purpose of their visit and who they want to see. Answer all phone calls and emails sent to the main office and provide inter-office messages as requested.

  • Client Service Associate

    6 days ago

    Wayne, New Jersey, United States First Insurance Group Full time

    Position Title: Customer Service Representative FloatDepartment: RetailPosition Reports to: Client Service ManagerPosition Supervises: No Direct ReportsPosition Summary:Enhance the organization's mission and sales objectives by delivering exceptional customer service, executing daily transactions, and recognizing cross-selling opportunities. Implement our...

  • Customer Service Representative

    1 week ago

    Fort Wayne, United States Elevate Energy Team Full time $42,000 - $54,000

    Job DescriptionJob DescriptionThe customer comes first within the hospitality industry and that is no exception at Elevate Energy Partners. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community outreach. As a Customer Service...

  • Customer Service Representative

    1 week ago

    Fort Wayne, United States Elevate Energy Team Full time $42,000 - $54,000

    Job DescriptionJob DescriptionThe customer comes first within the hospitality industry and that is no exception at Elevate Energy Partners. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community outreach. As a Customer Service...

  • Entry Level Customer Service Representative

    2 weeks ago

    Wayne, United States MMG Full time $36,000 - $46,000

    Job DescriptionJob DescriptionWE ARE HIRING A SPIRITED ENTRY LEVEL CUSTOMER SERVICE REPRESENTATIVE TO JOIN OUR TEAM! Are you excited to bolster your customer service prowess and have fun while doing so? Look no further, because we are seeking new talent to join us as an Entry Level Customer Service Representative. We are looking for candidates who not only...

  • Client Relationship Manager

    6 days ago

    Wayne, Pennsylvania, United States IQVIA Full time

    In a role that operates under general guidance, the primary focus is to ensure that clients derive optimal value from the products and services offered, fostering a constructive and enduring partnership, whether it be broad client engagement or specific offering emphasis. Key Responsibilities Oversees the fulfillment of contract stipulations and responds to...

  • Client Engagement Specialist

    9 hours ago

    Wayne, Pennsylvania, United States IQVIA Full time

    In a role characterized by broad oversight, the primary focus is to ensure that clients derive optimal value from our offerings, fostering a positive and productive long-term partnership. Key Responsibilities Guarantees adherence to contract specifications and responds to client inquiries to enhance satisfaction, under guidance.Collaborates with team members...

  • Client Service Analyst

    2 weeks ago

    Wayne, United States IQVIA Holdings, Inc. Full time

    Under broad guidance, ensures clients obtain maximum value from products and services in order to facilitate a positive and productive long-term relationship, either broad client or offering focused. Essential Functions - Ensures fulfillment of contr Client Service, Analyst, Service, Clinical Research, Client, Technology, Retail

  • Client Services Coordinator

    6 hours ago

    Wayne, Pennsylvania, United States The Haverford Trust Company Full time

    About the RoleAs a Client Services Coordinator at The Haverford Trust Company, you will play a pivotal role in delivering exceptional support to our internal teams and clients. This position is ideal for individuals who are enthusiastic about client relations and are eager to enhance their understanding of the financial services industry.Company OverviewThe...

  • Client Services Coordinator

    4 hours ago

    Wayne, Pennsylvania, United States The Haverford Trust Company Full time

    Position OverviewAs a Client Services Coordinator at The Haverford Trust Company, you will leverage your passion for assisting clients in a collaborative back-office setting. This role is ideal for individuals with a few years of experience in client service, those transitioning careers, or recent graduates eager to enhance their financial knowledge while...

  • Patient Services Representative

    2 months ago

    Wayne, United States RemX Full time

    Now Hiring! Patient Service Representative! Contract to hire opportunity! Hours: Monday - Friday 8am - 4:30pm with a half hour lunch Be Part of a High-Performing Team. Here is your chance to join a leading company as a Patient Service Representative. We have an opportunity for someone with 2+ years of Patient Service Representative experience. Enjoy a...

  • Client Service Internship

    4 days ago

    Wayne, United States Waldron Private Wealth Full time

    Description Waldron Private Wealth (Waldron) is looking for a motivated, organized and task-oriented student to join our Client Service team as an intern. The Client Service Intern will work closely with the Client Service team learning the ins and outs of the day-to-day client service activities while providing operational and administrative assistance to...

Client Service Representative

2 months ago

Wayne, United States U.S. Retirement & Benefits Partners Full time

COMPANY OVERVIEW

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: .

We are looking for a Client Service Representative to join our Partner Firm, Kades-Margolis Corporation located in Wayne, Pennsylvania.

Our Client Service Representative will handle all aspects of the Client Services department supporting all product needs. This includes incoming calls from both our Financial Advisors out in the field as well as our clients and internal staff. This position will offer the highest level of service and professionalism to our advisors and clients.

POSITION SUMMARY

  • Answer incoming calls consistently throughout the day from advisors, clients and other internal staff performing all needed research and handling the call through to resolution.
  • Answer incoming calls to the assigned advisors' phone line as that advisor's assistant and check the advisor's voicemail periodically throughout the day.
  • Process distributions, loans, transfer-in/transfer-outs, mutual fund exchanges and follow-up as needed. Follow up to verify that distributions/loans have been processed.
  • Perform account research, billing research and maintain call logs as needed.
  • Send prefilled forms using LaserAp to the clients whenever possible. This includes but is not limited to SRAs, distribution forms, loan forms, change forms and requests for distribution.
  • Obtain TPA approvals for all KM Capital Programs and assist in helping the advisors with obtaining TPA approvals for other products outside of KM Capital.
  • Perform Transfer Tracking to ensure money is coming into KMC in a timely fashion.
  • Verify email address, phone number, home address and employer each time you are on the phone with a client to ensure we have the most updated information. In addition, contact clients that we do not have a personal email address with the goal of obtaining one. Process those updates as needed.
  • Research and update wrong addresses via statements that are returned as undeliverable.
  • Conference call clients in with other carriers including our record keeper if needed and remain on the line to ensure the client's questions get answered.
  • Handle advisor paperwork issues that come back from our broker dealer incomplete.
  • Assist with retirement incentive accounts as needed.
  • Check advisor incoming mail folder for any client correspondence that can be handled in a timely manner.
  • Contact assigned advisors once a week to see if you can assist in any way.
  • Refer any client leads to the appropriate advisor in a timely fashion.
  • Research EE/ER contribution questions that come from our record keeper daily which includes a weekly report as well.
  • Print and mail prospectuses as needed.
  • Ongoing projects if and when there is downtime and offer support to other client service representatives experiencing an unusually heavy workload.
  • Additional duties and responsibilities assigned as needed.

JOB QUALIFICATIONS

  • Exceptional customer service skills with a minimum of 2 years of customer service experience in the financial industry strongly preferred.
  • Extreme professionalism as this position will be interacting with various levels of the organization as well as clients.
  • Strong familiarity with MS Office and other web-based applications.
  • Strong ability to multi-task in a fast-paced environment. Exceptional organizational skills as well as attention to detail.
  • FINRA Series 6 license preferred but not required.