Client Service Representative

5 days ago


Canonsburg, Pennsylvania, United States Cetera Financial Group Full time

This role supports Financial Advisors in managing their day-to-day Investment practice, enhancing customer service levels, and experience.

The Client Service Representative works directly with Registered Representatives to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.

Responsibilities include answering phones, scheduling appointments, and preparing materials for client meetings. The representative also aids Registered Representatives in preparing client illustrations, graphs, charts, reports, and completes client paperwork and follow-up tasks.

The Client Service Representative spends time with clients on the phone, via virtual visits, and in person to ensure client service level needs are met. They maintain client records and retention management within corporate requirements, conduct proactive outreach to clients and Registered Representatives, and educate clients on account services, capabilities, and new technology.

This is a part-time role working approximately 20-25 hours/week hybrid with the potential to turn into a full-time position. The ideal candidate has experience in an administrative or customer service role, is proficient in Microsoft Office tools, and has a background in financial services and/or banking.

The Cetera Financial Group offers a competitive salary and a benefits package including inclusive health, dental, vision, and life insurance plans, 20+ days of paid time off, paid holidays, and a 401(k) Savings plan with a generous company contribution.

About Cetera Financial Group:

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.



  • Canonsburg, Pennsylvania, United States Cetera Financial Group Full time

    Job DescriptionThis role supports Financial Advisors (Registered Representatives) in their day-to-day Investment practice, enhancing customer service levels and experiences. The Client Services Representative works directly with Registered Representatives to prepare and process client paperwork, perform client financial transactions, maintain client...


  • Canonsburg, Pennsylvania, United States Cetera Financial Group Full time

    About the RoleThis is a part-time Client Services Representative position working approximately 20-25 hours/week in a hybrid environment with the potential to turn into a full-time position. The ideal candidate will support Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service...


  • Canonsburg, Pennsylvania, United States Robert W. Baird & Co. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Assistant to join our team at Robert W. Baird & Co. As a Client Assistant, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesClient Onboarding and Coordination: Manage Financial Advisor(s) prospect...


  • Canonsburg, Pennsylvania, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Representative to support our Financial Advisors in their day-to-day investment practice. This role is ideal for individuals who enjoy working in a fast-paced environment and are passionate about delivering exceptional customer service.Key ResponsibilitiesAct as a liaison...


  • Canonsburg, Pennsylvania, United States Massage Envy Full time

    Unlock Your Potential as a Customer Service RepresentativeAt Massage Envy McMurray, we're on a mission to help our clients feel their best. As a Customer Service Representative, you'll play a vital role in delivering exceptional experiences and growing our member base. Key Responsibilities:Provide outstanding customer service and ensure every guest feels...


  • Canonsburg, Pennsylvania, United States Matthew Moser - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Relations Representative at The Matthew Moser State Farm Agency.Key ResponsibilitiesEstablish and maintain strong relationships with clients through exceptional customer service and follow-up communication.Provide accurate and timely information to...


  • Canonsburg, Pennsylvania, United States A.C Company Full time

    Customer Service RepresentativeAt A.C.Coy company, we are seeking a highly skilled and experienced Customer Service Representative to join our team.Job Summary:We are looking for a customer-focused individual to provide exceptional service to our clients. The ideal candidate will have a minimum of 5 years of experience in customer service/clerical and...


  • Canonsburg, Pennsylvania, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Specialist to join our team at Robert W. Baird & Co. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesProvide exceptional client service and operational support to Financial...


  • Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full time

    Job OverviewAs a Customer Service Representative for Grant Buckner - State Farm Agent, you will play a key role in promoting the growth of our agency. Your creativity and strategy will help shape our brand's public image and cultivate existing client relationships. You will work closely with the agent to develop and implement marketing campaigns that expand...


  • Canonsburg, Pennsylvania, United States CentiMark Full time

    CentiMark Corporation is seeking a highly motivated and customer-focused Roofing Client Service Representative to join our growing team.This role will be responsible for providing exceptional service to our clients across our 100+ locations in the US and Canada.As the first point of contact for our valued customers, you will receive and process roofing work...


  • Canonsburg, Pennsylvania, United States Robert W. Baird & Co. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Assistant to join our team at Robert W. Baird & Co. As a Client Assistant, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesClient Onboarding Coordination: Manage Financial Advisor prospect...


  • Canonsburg, Pennsylvania, United States A.C Company Full time

    Job Summary:A.C. Coy Company is seeking a highly skilled and experienced Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Responsibilities:Customer Service: Respond to customer inquiries and resolve issues in a timely...


  • Canonsburg, Pennsylvania, United States NovaCare Prosthetics and Orthotics Full time

    Customer Service Representative Job DescriptionWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at NovaCare Prosthetics and Orthotics. As a Customer Service Representative, you will be responsible for providing exceptional service to our patients and customers, ensuring that their needs are met and...


  • Canonsburg, Pennsylvania, United States CentiMark Full time

    CentiMark Corporation is a leading provider of commercial and industrial roofing solutions. We are seeking a highly motivated and customer-focused Roofing Client Service Representative to join our team.This role will be responsible for providing exceptional service to our clients across the US and Canada.As the first point of contact for our valued...


  • Canonsburg, Pennsylvania, United States Aston Carter Full time

    Job Title: Customer Service Representative (BTB)Job SummaryThe Owner Relations Agent I will handle a variety of tasks to support landowners and internal departments. Responsibilities include scanning documents into the internal database, creating and monitoring Salesforce accounts/cases, preparing and mailing Change of Address and ACH forms, processing...


  • Canonsburg, Pennsylvania, United States State Farm Insurance Full time

    Customer Service RepresentativeAt State Farm Insurance, we're looking for a Customer Service Representative to join our team. As a key member of our customer service team, you'll be responsible for providing exceptional service to our customers, answering their inquiries, and resolving their issues in a timely and professional manner.Key...


  • Canonsburg, Pennsylvania, United States NovaCare Rehabilitation Full time

    Customer Service RepresentativeAt NovaCare Rehabilitation, we are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our Central Business Office, you will play a vital role in providing exceptional patient and insurance services.Responsibilities:Respond to patient and insurance inquiries in a...


  • Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Grant Buckner - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.Key ResponsibilitiesDevelop and implement a customer-focused...


  • Canonsburg, Pennsylvania, United States NovaCare Prosthetics and Orthotics Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at NovaCare Rehabilitation. As a key member of our Central Billing Office, you will be responsible for providing exceptional patient and insurance services through various communication channels.Key...


  • Canonsburg, Pennsylvania, United States NovaCare Prosthetics and Orthotics Full time

    Job Title: Customer Service RepresentativeAt NovaCare Rehabilitation, we are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our Central Billing Office, you will play a vital role in providing exceptional patient and insurance services.Responsibilities:Answer and resolve patient, physical...