Client Service Associate
2 days ago
We are a dynamic team at Bill Good Marketing, dedicated to providing exceptional service to our clients. We are seeking a highly skilled and motivated Client Service Associate to join our team.
Job SummaryThe Client Service Associate will provide administrative support to our Financial Advisors, ensuring seamless client experiences and efficient day-to-day operations. This role requires a strong work ethic, excellent organizational skills, and the ability to multitask in a fast-paced environment.
Key Responsibilities- Assist Financial Advisors with specific tasks, including data entry, meeting notes, and paperwork processing.
- Provide exceptional client service, responding to inquiries, and resolving issues in a timely manner.
- Manage client relationships, ensuring accurate and up-to-date information.
- Prepare and distribute mailings, manage calendars, and perform other administrative tasks as needed.
- Stay current on company products and services, identifying opportunities to enhance client experiences.
- 2+ years of Brokerage and Client Services experience or equivalent.
- Strong working knowledge of MS Office suite of programs.
- Excellent organizational and multitasking skills.
- Attention to detail and ability to independently solve problems.
- Familiarity with customer-relationship management (CRM) software programs.
We offer a competitive benefits package, including bonus opportunities and a dynamic work environment. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
", "lang_code": "en-US"}-
Client Service Associate
3 weeks ago
Doylestown, United States Bill Good Marketing Full timeClient Service Associate for Wealth Management OfficeAbout Beyond Investing Private Wealth Management At Beyond Investing Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals. Many of our families fall into the ultra-high net worth...
-
Client Service Associate
3 weeks ago
Doylestown, United States Bill Good Marketing Full timeClient Service Associate for Wealth Management OfficeAbout Private Wealth Management At our Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals. Many of our families fall into the ultra-high net worth category, with a different view...
-
Client Service Associate
3 weeks ago
Doylestown, United States Bill Good Marketing Full timeJob DescriptionJob DescriptionClient Service Associate for Wealth Management OfficeAbout Private Wealth ManagementAt our Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.Many of our families fall into the ultra-high net worth...
-
Client Service Associate
1 week ago
Doylestown, United States Bill Good Marketing Full timeClient Service Associate for Wealth Management OfficeAbout Private Wealth ManagementAt our Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.Many of our families fall into the ultra-high net worth category, with a different view...
-
Client Service Associate
3 days ago
Doylestown, United States Bill Good Marketing Full timeAbout Our TeamWe are a dynamic team at Bill Good Marketing, dedicated to delivering exceptional service to our clients. Our Private Wealth Management team is looking for a highly skilled and motivated Client Service Associate to join our team.The RoleWe are seeking a Client Service Associate to provide administrative and operational support to our Financial...
-
Client Service Associate
3 weeks ago
Doylestown, United States Bill Good Marketing Full timeClient Service Associate for Wealth Management OfficeAbout Beyond Investing Private Wealth ManagementAt Beyond Investing Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.Many of our families fall into the ultra-high net worth...
-
Client Service Associate
4 weeks ago
Doylestown, United States Bill Good Marketing Full timeJob DescriptionJob DescriptionClient Service Associate for Wealth Management OfficeAbout Beyond Investing Private Wealth ManagementAt Beyond Investing Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.Many of our families fall...
-
Client Service Associate
4 weeks ago
Doylestown, United States Bill Good Marketing Full timeJob DescriptionJob DescriptionClient Service Associate for Wealth Management OfficeAbout Beyond Investing Private Wealth ManagementAt Beyond Investing Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.Many of our families fall...
-
Client Service Associate
3 weeks ago
Doylestown, United States Bill Good Marketing Full timeClient Service Associate for Wealth Management OfficeAbout Beyond Investing Private Wealth Management At Beyond Investing Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals. Many of our families fall into the ultra-high net worth...
-
Client Service Associate
4 weeks ago
Doylestown, United States Bill Good Marketing Full timeClient Service Associate for Wealth Management OfficeAbout Beyond Investing Private Wealth ManagementAt Beyond Investing Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.Many of our families fall into the ultra-high net worth...
-
Client Service Associate
3 days ago
Beaver, Pennsylvania, United States Kestra Financial Independent Advisor Full timeAbout the Role:The Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional information and education to clients.Key Responsibilities:Assist in client meeting...
-
Client Services Associate
6 days ago
Lancaster, Pennsylvania, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly skilled Client Services Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional support to our Financial Advisors and their clients.Key ResponsibilitiesProvide high-quality operational support to Financial Advisors and their clients, including...
-
Client Service Associate
2 weeks ago
Beaver, Pennsylvania, United States Kestra Financial Independent Advisor Full timeJob SummaryThe Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional support to clients.Key ResponsibilitiesAssist in client meeting preparation and follow-up,...
-
Client Relationship Manager
2 weeks ago
Doylestown, United States Penn Community Bank Full timeJob SummaryPenn Community Bank is seeking a highly motivated and customer-focused Relationship Banker to join our Retail Banking team. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth through cross-selling and referrals.Key...
-
Tree Service Supervisor
2 weeks ago
Doylestown, United States Monster Tree Service Full time**About Monster Tree Service**We are a leading provider of tree care services, dedicated to delivering exceptional results and exceeding customer expectations. Our team is passionate about providing top-notch service and ensuring the health and safety of our clients' trees.**Job Summary**We are seeking an experienced Crew Team Leader to join our team. As a...
-
Wealth Management Client Support Specialist
2 weeks ago
Doylestown, Pennsylvania, United States Bill Good Marketing Full timeJob DescriptionRole SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Wealth Management team at Bill Good Marketing. As a Client Service Associate, you will play a critical role in providing exceptional support to our clients and financial advisors, ensuring seamless day-to-day operations and exceptional client...
-
Client Services Representative
3 weeks ago
Doylestown, United States UHS Full timePosition OverviewUniversal Health Services is seeking a dedicated Receptionist to become a vital part of our team. This full-time role is essential in providing excellent customer service and administrative support. Key Responsibilities: Greet and assist visitors, both in person and over the phone, ensuring inquiries are addressed promptly. Facilitate...
-
Veterinary Client Service Representative
7 days ago
Pennsylvania Tpke, Pennsylvania, USA, United States VCA Animal Hospitals Full timeAbout the RoleVCA Animal Hospitals is seeking a highly skilled and dedicated Client Service Representative to join our team. As a Client Service Representative, you will play a vital role in setting the tone for our practice and building trust with our clients.Key ResponsibilitiesCustomer Service: Provide exceptional customer service to clients, including...
-
Client Relations Associate
3 weeks ago
Coopersburg, Pennsylvania, United States Lutron Electronics Co., Inc Full timeOverview:At Lutron Electronics, our commitment to customer satisfaction is paramount. As a member of the Serena Inside Sales and Service Team, you will play a crucial role in enhancing the service experience for our clients while advancing your career through meaningful interactions.This role presents an exceptional opportunity to deepen your understanding...
-
Customer Service Associate
1 week ago
Doylestown, Pennsylvania, United States The GIANT Full timeAbout The GIANT CompanyWe are a leading retail company committed to making our stores and facilities better every day for our team members, customers, and communities. Our secret recipe for success is built on putting our customers first, doing what's right, winning together, and making ideas happen.Job SummaryWe are seeking a highly motivated and...