Client Support Specialist
4 weeks ago
We are looking for a Client Support Specialist to join our team at Lincoln Investment. In this role, you will assist financial advisors in servicing clients, performing research to answer client questions, and providing solutions to complex client issues.
Your responsibilities will include answering client phone calls, assisting with inquiries, processing transactions, and documenting all interactions in CRM software. You will also compile client information to prepare for advisor-client meetings and assist with client social/promotional events.
The ideal candidate will have customer service experience, understanding of retirement plans and mutual funds, and investment industry experience preferred. Salary: $55,000 - $70,000 per year, depending on experience.
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Client Support Professional
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeAbout the RoleWe are seeking a Client Support Professional to join our team at Cramer Management LLC in Horsham, PA. In this role, you will be responsible for providing top-notch client service and support, ensuring that our clients receive an exceptional experience.Key ResponsibilitiesBuilding strong personal relationships with clients through exceptional...
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Branch Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeJob SummaryCramer Management LLC is looking for a skilled Branch Support Specialist to provide exceptional client service and support our team in Horsham, PA.As a Branch Support Specialist, you will be responsible for greeting clients, receiving checks, processing new accounts, and coordinating marketing efforts. If you have strong interpersonal skills,...
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Client Relationship Development Specialist
4 weeks ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timePNC Financial Services Group is looking for a Client Relationship Development Specialist to join our team. In this role, you will be responsible for expanding and retaining existing client relationships, identifying new business opportunities, and delivering exceptional customer experiences.The estimated salary for this position is around $90,000 - $130,000...
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Administrative Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States Lincoln Investment Full timeAbout the RoleWe are seeking an experienced Administrative Support Specialist to join our team at Lincoln Investment. As a key member of our staff, you will provide administrative support to our financial advisors, helping them grow and maintain their practice.Your primary responsibilities will include client servicing, sales support, and general...
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Client Relationship Manager
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeOverviewThe Client Service Specialist role at Cramer Management LLC is an exciting opportunity for a detail-oriented and customer-focused individual to join our team. This position plays a vital part in delivering exceptional service to clients, ensuring their needs are met with professionalism and care.As a Client Service Specialist, you will be the first...
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Client Relations Specialist
1 day ago
Horsham, Pennsylvania, United States Interstate Building MTC, Inc. Full timeCompany OverviewInterstate Premier Facilities Services is a prominent provider of comprehensive facility management solutions. We're in search of a skilled and strategic-minded individual to fill the role of Customer Relations & Field Support Manager.Job ObjectivesEnhance client satisfaction through effective partnership and collaboration.Drive the success...
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Client Relationship Manager
1 day ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeJob OverviewThe Schwab Independent Branch in Horsham, PA is seeking a skilled and dedicated Client Service Specialist to join their team. As a key member of the branch, this individual will be responsible for building strong relationships with clients and providing exceptional service.Key ResponsibilitiesGreet clients in person and over the phone, ensuring a...
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Support Specialist for Homeless Services
3 weeks ago
Horsham, Pennsylvania, United States Resources for Human Development Full timeJob DescriptionWe are seeking a dedicated Support Specialist to join our team at Resources for Human Development. In this role, you will provide essential support services to individuals experiencing homelessness in Montgomery County, PA.Responsibilities:Provide person-centered support to clients in accordance with their individualized plansAssist with daily...
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Client Relationship Specialist
3 weeks ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timeWe are excited to announce a new opportunity for a skilled professional to join our team as a Relationship Manager I at PNC Financial Services Group's Business Credit organization, based in Horsham, PA or Pittsburgh, PA.The estimated salary for this position is $80,000 - $110,000 per year, depending on experience and qualifications.Job Overview:This role...
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Client Solutions Specialist
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full time**Job Description:**We are seeking a skilled Independent Branch Financial Consultant to join our team at Cramer Management LLC. As an Independent Branch Consultant, you will play a crucial role in helping individuals and families with their financial needs, including retirement planning, investing, and estate management.The ideal candidate will have a...
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Customer Support Specialist
4 days ago
Horsham, Pennsylvania, United States Plymouth Rock Assurance Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Customer Support Specialist to join our team. As a key member of our customer service department, you will play a crucial role in providing exceptional support to our clients, agents, and partners.Key ResponsibilitiesAnswer inquiries via phone, email, and texting regarding policies,...
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Academic Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States TEAM TUTOR Full timeJob Title: Academic Support SpecialistJob SummaryWe are seeking an Academic Support Specialist to join our team at Team Tutor. The successful candidate will provide Wilson Reading instruction to a 3rd-grade student on a part-time basis.Key ResponsibilitiesDeliver high-quality Wilson Reading instruction to a 3rd-grade studentDevelop and implement engaging...
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Healthcare Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States NavitsPartners Full timeJob Title: Healthcare Support SpecialistCareer Opportunity with NavitsPartners:We are seeking a skilled Healthcare Support Specialist to join our team. As a key member of our healthcare staff, you will provide exceptional patient care and support in a fast-paced environment.Job Summary:The successful candidate will assist patients with immediate medical...
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Administrative Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States State Farm Insurance Full timeJob Description:We are seeking a highly skilled Administrative Support Specialist to join our team. In this role, you will be responsible for assisting customers with their insurance needs, providing excellent customer service, processing policy changes, and handling phone calls.
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Operations Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States MassMutual Eastern PA Full timeJob OverviewWe are seeking an experienced professional to join our team at MassMutual Eastern PA as an Operations Support Specialist. This role involves providing exceptional support to our advisors and staff, ensuring that business operations are conducted correctly and in compliance with industry regulations.Key Responsibilities:Manage inquiries from...
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Administrative Support Specialist
4 days ago
Horsham, Pennsylvania, United States Aston Carter Full timeAbout the RoleAston Carter is seeking a highly skilled Administrative Support Specialist to join our team in Horsham, PA. This individual will be responsible for supporting the Finance and Insurance team by handling administrative tasks with a high level of precision and accuracy.Key ResponsibilitiesReceiving deals and ensuring all necessary documentation is...
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Branch Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeKey ResponsibilitiesGreet clients in person and over the phone with a friendly and welcoming demeanor.Deliver exceptional service by responding promptly to client inquiries and resolving issues efficiently.Support branch marketing activities, including seminars and events, to drive client acquisition and deepen relationships.Maintain a clean and organized...
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Senior Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States Visiting Angels of Jenkintown Full timeJob Description:We are currently seeking a Caregiver to join our team at Visiting Angels of Jenkintown & Horsham. As a member of our team, you will have the opportunity to work with a diverse range of clients, each with their own unique needs and personalities.About the Job:Assist clients with daily living activities, including meal preparation, grocery...
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Dedicated Support Specialist
2 days ago
Horsham, Pennsylvania, United States Visiting Angels of Jenkintown, PA Full timeCaregiver Role OverviewWe are seeking a compassionate and patient individual to provide high-quality care services to clients in their homes.This is an excellent opportunity for someone who values making a positive impact on people's lives and delivering exceptional care with empathy and understanding.Key Responsibilities:Assisting clients with daily living...
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Microbiology Laboratory Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States Matrix Sciences International Inc Full timeAbout the JobWe have an exciting opportunity for a skilled Microbiology Laboratory Support Specialist to join our team at Matrix Sciences International Inc. in Horsham, PA.Salary Range: $50,000 - $65,000 per year.Key Responsibilities:Possess excellent organizational skills to manage multiple tasks and priorities.Demonstrate attention to detail to ensure...