Client Service Representative

5 days ago


Horsham, Pennsylvania, United States Cramer Management LLC Full time
Job SummaryWe are seeking a highly skilled Client Service Specialist to join our team at Schwab. As a Client Service Specialist, you will be responsible for delivering exceptional client service and support to our clients. This is a full-time position with a compensation range of $16-$20/hour, plus bonus potential commensurate with experience. The typical hours of work are 8:30-5, Monday-Friday, with a benefits package that includes Paid Time Off (PTO), Health and Retirement plans.

Key Responsibilities
  • Greet clients in person and over the phone, ensuring they feel welcomed and appreciated.
  • Receive checks and security deposits and process new accounts.
  • Schedule client consultations and help facilitate client requests.
  • Maintain branch to Schwab brand standards.
  • Assist the Independent Branch Leader and sales staff with meeting client needs.
  • Coordinate marketing efforts for the branch, including but not limited to seminars and events.
Requirements
  • Demonstrated experience handling client concerns and issues with tact and diplomacy.
  • Ability to manage multiple client situations, needs and inquiries simultaneously.
  • Ability to work independently and as part of a team.
  • Strong attention to detail.
  • Able to develop and maintain good cross-enterprise working relationships.
  • Must be proficient with Microsoft Office.
  • Strong phone and interpersonal relationship skills.
  • Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.
Location

303 Horsham Road Suite D Horsham PA 19044

How to Apply

Reply via the Zip Recruiter link or email Matt Cramer at matt.cramer@schwab.com.



  • Horsham, Pennsylvania, United States PeopleShare Full time

    Job Title: Client Service RepresentativeWe are seeking a highly motivated and detail-oriented Client Service Representative to join our team at PeopleShare. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a timely and professional...


  • Horsham, Pennsylvania, United States PeopleShare Full time

    Job Title: Client Service RepresentativeWe are seeking a highly motivated and detail-oriented Client Service Representative to join our team at PeopleShare. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a timely and professional...


  • Horsham, Pennsylvania, United States PeopleShare Inc Full time

    {"title": "Client Service Representative", "description": "At PeopleShare Inc, we are seeking a skilled Client Service Representative to join our team in Horsham, PA. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a timely and...


  • Horsham, Pennsylvania, United States PeopleShare Full time

    Client Service Representative Job Description **Job Summary:** We are seeking a highly motivated and detail-oriented Client Service Representative to join our team at PeopleShare. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a...


  • Horsham, Pennsylvania, United States PeopleShare Inc Full time

    Job Title: Client Service RepresentativeWe are seeking a highly skilled Client Service Representative to join our team at PeopleShare Inc. in Horsham, PA. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a timely and professional...


  • Horsham, Pennsylvania, United States PeopleShare Full time

    Job SummaryWe are seeking a highly skilled Client Service Representative to join our team at PeopleShare. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering questions regarding insurance policies, and resolving issues in a timely and professional manner.Key ResponsibilitiesAnswer...


  • Horsham, Pennsylvania, United States PeopleShare Full time

    Job DescriptionWe are seeking a highly skilled and motivated Client Service Representative to join our team at PeopleShare. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a timely and professional manner.Key Responsibilities:Answer...


  • Horsham, Pennsylvania, United States PeopleShare Full time

    Job Summary:We are seeking a highly skilled and motivated Client Service Representative to join our team at PeopleShare. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a timely and professional manner.Key Responsibilities:Customer...


  • Horsham, Pennsylvania, United States PeopleShare Inc Full time

    Job Summary:We are seeking a highly skilled and motivated Client Service Representative to join our team at PeopleShare Inc. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving their issues in a timely and professional manner.Key...


  • Horsham, Pennsylvania, United States PeopleShare Inc Full time

    Job DescriptionPeopleShare Inc is seeking a highly skilled Client Service Representative to join our team in a hybrid position. This role will involve providing exceptional customer service to clients in a fast-paced environment.Key Responsibilities:Answer customer inquiries regarding insurance policies, coverages, and premiums.Deliver first call resolution...


  • Horsham, Pennsylvania, United States PSI Personnel, LLC Full time

    Job OverviewPSI Personnel, LLC is looking for a dedicated Client Support Representative to enhance our customer service operations. In this role, you will assist clients by delivering comprehensive product and service information while addressing account and service-related concerns.Key Responsibilities:Respond to customer inquiries and manage service...


  • Horsham, Pennsylvania, United States Sofidel America Corp. Full time

    Customer Service RepresentativeSofidel America Corp. is seeking a skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our external clients.Key Responsibilities:Manage and provide customer service to external clients.Process and manage sales orders...


  • Horsham, Pennsylvania, United States Help At Home Full time

    **About Help at Home**Help at Home is a leading provider of high-quality support services to seniors and individuals with disabilities, enabling them to live independently in their own homes.**Job Summary**We are seeking a Customer Service Representative to join our Intake Department. As a key member of our team, you will be responsible for handling...


  • Horsham, Pennsylvania, United States Johnson Controls International Full time

    Position OverviewJoin a forward-thinking organizationAt Johnson Controls International, we are committed to fostering a collaborative environment that drives innovative solutions to advance our industry. We value diversity and encourage you to bring your unique skills to our dynamic team, where we provide ample opportunities for professional growth and...


  • Horsham, Pennsylvania, United States Sofidel America Corp. Full time

    Sofidel America Corp. is seeking a skilled Customer Service Representative to join our team in Horsham, PA. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our external clients, processing sales orders, and managing customer relationships.Key Responsibilities:Manage and provide customer service to...


  • Horsham, Pennsylvania, United States Johnson Controls International Full time

    Position OverviewEmbrace the FutureAt Johnson Controls International, we are committed to fostering a collaborative environment where innovative solutions drive progress. We value diversity and are eager to welcome talented individuals who are ready to grow and thrive within our organization.What We Provide: Competitive Salary Structure Comprehensive...


  • Horsham, Pennsylvania, United States Johnson Controls International Full time

    Position OverviewBe part of the evolutionWe are a unified team, committed to collaborating in order to develop impactful solutions that drive progress. We invite you to become a member of our diverse group of top professionals – you contribute your skills, and we will provide the environment and opportunities for your growth and success. Our mission is to...


  • Horsham, Pennsylvania, United States Johnson Controls International Full time

    Position OverviewEmbrace the FutureWe are a unified team committed to collaboratively developing impactful solutions that drive progress. We invite you to become part of our diverse group of exceptional individuals – you contribute your skills, and we will provide the environment and opportunities for your growth and success. Our mission is to make a...


  • Horsham, Pennsylvania, United States Johnson Controls International Full time

    Position OverviewJoin a Leading CompanyAt Johnson Controls International, we are committed to fostering a collaborative environment where innovation thrives. Our diverse team is dedicated to creating impactful solutions that drive progress. We invite you to bring your expertise and ambition to our organization, where you will find ample opportunities for...


  • Horsham, Pennsylvania, United States PeopleShare Full time

    PeopleShare is seeking a Hybrid Client Services Representative. This role is with a well-established regional insurance firm that has been serving clients for over four decades. Candidates should possess prior experience in customer service, data management, and demonstrate strong communication and problem-solving abilities.Work Schedule:The Customer Service...