Client Service Associate
6 days ago
We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Group Management Services. As a key member of our operations team, you will play a critical role in providing exceptional customer service and support to our clients and stakeholders.
Key Responsibilities:- Provide administrative support to our financial advisors and clients, including answering phone calls, responding to emails, and resolving customer inquiries.
- Prepare and process client documents, reports, and other materials as needed.
- Maintain accurate and up-to-date records and files, both physical and digital.
- Operate standard office equipment, including printers, scanners, and photocopiers.
- Communicate effectively with clients, colleagues, and external partners to ensure seamless service delivery.
- 3-5 years of administrative experience, preferably in a financial services or related industry.
- Series 7 license or equivalent experience.
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- Excellent communication, organizational, and problem-solving skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- A competitive salary range of $45,000, based on experience, plus bonuses.
- A comprehensive benefits package, including health insurance, dental insurance, paid time off, and 401(k) matching.
- A dynamic and supportive work environment with opportunities for professional growth and development.
If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
-
Client Service Associate
21 hours ago
Hermitage, Pennsylvania, United States Group Management Services Full timeClient Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Wealth Advisory Group of DiLauro Wracher & Thomas. As a key member of our operations team, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key...
-
Client Service Associate
1 week ago
Hermitage, Pennsylvania, United States Group Management Services Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our team at Group Management Services. As a key member of our organization, you will play a vital role in providing exceptional customer service and support to our clients.Key ResponsibilitiesAdministrative Support: Provide administrative assistance to our financial...
-
Client Relationship Specialist
2 days ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob SummaryWe are seeking a highly skilled Client Relationship Specialist to join our team at JFS Wealth Advisors. As a key member of our team, you will be responsible for providing exceptional client service and support to our advisors and clients.Key ResponsibilitiesClient Relationship Support: Provide administrative support to our advisors, including...
-
Sales Associate and Client Support Specialist
3 weeks ago
Hermitage, Pennsylvania, United States Flynn's Tire Group Full timeJoin Our Esteemed Family-Owned BusinessAt Flynn's Tire & Auto Service, we are dedicated to nurturing your career, whether you are just starting out or looking to advance to the next level. Earning Potential: Up to $20/hour, complemented by Spiffs and Incentives based on your sales and technical expertise.Benefits: We provide a COMPREHENSIVE retirement...
-
Merchandise Associate
1 day ago
Hermitage, Pennsylvania, United States TJ Maxx Full timeJob SummaryWe are seeking a highly motivated and customer-focused Merchandise Associate to join our team at TJ Maxx. As a Merchandise Associate, you will play a key role in delivering an exceptional customer experience by providing excellent service, maintaining a clean and organized store environment, and adhering to all operational, merchandise, and loss...
-
Sales Associate
1 week ago
Hermitage, Pennsylvania, United States Aaron's Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Aaron's. As a Sales Associate, you will play a critical role in providing exceptional customer service and driving sales in our retail stores.Key ResponsibilitiesAssist customers in finding the products they need, providing excellent customer service and...
-
Retail Sales Associate
24 hours ago
Hermitage, Pennsylvania, United States Road Runner Sports Full timeJob Opportunity at Road Runner SportsWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Sales Associate. As a key member of our sales team, you will be responsible for providing exceptional customer service, driving sales growth, and contributing to a positive and dynamic store environment.About the RoleThis is a...
-
General Merchandise Team Associate
3 days ago
Hermitage, Pennsylvania, United States Walmart Full timeJob SummaryWe are seeking a highly motivated and customer-focused General Merchandise Team Associate to join our team at Walmart Supercenter #1568. As a General Merchandise Team Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized sales floor, and assisting customers with their shopping needs.Key...
-
Financial Services Professional
1 week ago
Hermitage, Pennsylvania, United States Western & Southern Life Full time{"Job Title": "Financial Representative", "Job Description": "Job SummaryWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing risk protection, financial...
-
Seasonal Team Associate
2 days ago
Hermitage, Pennsylvania, United States Walmart Full timeJob OverviewAs a Seasonal Team Associate at Walmart, you will play a critical role in ensuring the smooth movement of seasonal merchandise throughout our stores. During peak holiday periods, you will be part of a dynamic team that requires product knowledge, problem-solving skills, and merchandise expertise.Key ResponsibilitiesMove and restock seasonal...
-
Merchandise Associate Nights and Weekends
11 hours ago
Hermitage, Pennsylvania, United States TJ Maxx Full timeJob SummaryWe are seeking a highly motivated and customer-focused Merchandise Associate to join our team at TJ Maxx. As a key member of our sales floor team, you will be responsible for delivering exceptional customer experiences, maintaining a clean and organized store environment, and adhering to all operational and merchandise standards.Key...
-
Financial Services Retirement Consultant
4 weeks ago
Hermitage, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeRetirement Plan Consultant at JFS Wealth Advisors, LLCAre you dedicated to enhancing client financial wellness? We are looking for a Retirement Plan Consultant to take on a pivotal role within our organization. In this position, you will be tasked with fostering strong client relationships, crafting investment strategies, and overseeing retirement planning...
-
Retirement Plan Consultant
4 weeks ago
Hermitage, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeRetirement Plan Consultant at JFS Wealth Advisors, LLCAre you dedicated to enhancing client financial wellness? We are in search of a Retirement Plan Consultant to provide exceptional service. In this position, you will be tasked with fostering strong client relationships, formulating investment strategies, and overseeing retirement plans.Key...
-
General Merchandise Team Associate
6 days ago
Hermitage, Pennsylvania, United States Walmart Full time### Job Overview As a General Merchandise Team Associate at Walmart, you will play a vital role in providing exceptional customer service and ensuring a seamless shopping experience. Your primary responsibilities will include greeting customers, offering assistance, and recommending merchandise based on their needs and preferences. ### Key...
-
Retirement Plan Consultant
3 weeks ago
Hermitage, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeRetirement Plan Consultant at JFS Wealth Advisors, LLCAre you dedicated to enhancing client financial health and interested in playing a key role in their retirement planning initiatives? We are in search of a Retirement Plan Consultant to fulfill essential functions within our organization. This position entails fostering strong client relationships,...
-
Customer Service Representative
1 week ago
Hermitage, Pennsylvania, United States Panera Bread Full timeBe Part of a Dynamic Team at Panera BreadPanera Bread is seeking motivated individuals to join our team as Restaurant Team Members. As a key member of our team, you will have the opportunity to connect with our guests, contribute to the growth of our bakery-café, and make a positive impact on your community by donating unsold products to local...
-
Relationship Banker
2 weeks ago
Hermitage, Pennsylvania, United States First National Bank of Pennsylvania Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at First National Bank of Pennsylvania. As a Relationship Banker, you will be responsible for developing and maintaining strong relationships with our customers, providing exceptional customer service, and promoting our banking products and services.Key...
-
Senior Wealth Planning Consultant
4 weeks ago
Hermitage, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeJob OverviewPosition Purpose: A seasoned expert in tax and financial planning dedicated to assisting advisors in addressing intricate tax, trust, estate, and financial planning challenges for affluent clients. This role involves supporting advisors in fulfilling client requirements by conducting research and delivering solutions to advanced tax and financial...
-
Wealth Strategist
1 week ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob SummaryWe are seeking a highly skilled Wealth Strategist to join our team at JFS Wealth Advisors. As a key member of our financial planning team, you will be responsible for providing expert advice and guidance to high-net-worth clients on complex tax, trust, estate, and financial planning matters.Key ResponsibilitiesResearch and Solution Development:...
-
Senior Wealth Planning Consultant
4 weeks ago
Hermitage, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeJob OverviewPosition Objective: As a seasoned tax and financial planning professional, you will assist financial advisors in addressing intricate tax, trust, estate, and financial planning challenges faced by affluent clients. Your role will involve supporting advisors in fulfilling client requirements by conducting research and delivering solutions to...