Client Service Representative

We are seeking an experienced Client Service Specialist to join our team at MAI Wealth Management, Inc. This role will play a vital part in providing exceptional client service and ensuring the smooth operation of our client accounts.Job SummaryThis is a full-time position that requires strong analytical skills, attention to detail, and excellent...

Job SummaryThis role supports a team of Financial Advisors who deliver personalized financial plans to clients, empowering them to achieve their retirement objectives. As a Client Service Associate, you will be the primary point of contact for advisors and clients, ensuring seamless communication and timely resolution of requests.

Role Overview and ResponsibilitiesSovereign Insurance Group is a reputable insurance agency seeking a sales-focused professional to contribute to the growth of its core business. This role presents an ideal opportunity for someone who is driven, highly motivated, and skilled in building long-lasting relationships.About the PositionThis full-time Sales...

Insurance Sales Career OpportunitySovereign Insurance Group, a leading provider of nonprofit, commercial property and casualty insurance solutions, is seeking an experienced Sales Representative to join its team. This role offers a competitive salary, uncapped commission, and opportunities for professional growth.About the Role:This position involves...

Alera Group is a leading provider of insurance brokerage and risk management services. We are seeking an experienced Property & Casualty Account Executive to join our team in Berwyn, PA.The ideal candidate will have a minimum of 5 years of experience as an Account Manager or Account Executive, with a strong track record of client retention and new business...

Key ResponsibilitiesDaily processing of client and advisor requests, including new accounts, transfers, and meeting schedulingProactive support for advisors, anticipating client needs and enabling them to maximize their timeProviding excellent client service through timely, accurate, and clear communicationDemonstrating professional communication skills,...

Company OverviewGallagher Benefit Services is a pioneering organization that has been shaping the future of workplaces across various industries for over 95 years. Our commitment to sustainability and community support has enabled us to thrive while making a positive impact on society.About the RoleThis exciting opportunity at Gallagher Benefit Services...

Company Overview">First Commonwealth Bank is a leading financial institution dedicated to providing exceptional customer service and innovative financial solutions. Our team of professionals is committed to helping individuals and businesses achieve their financial goals.">About the Role">We are seeking an experienced Senior Equipment Finance Relationship...

Job OverviewWorld Insurance Associates, LLC. is a leading insurance organization offering top-notch products and services from major providers, combined with attentive service from local agents.We are seeking a motivated Employee Benefits Sales Producer to join our team in delivering exceptional results and driving growth.About UsFounded in 2011, World is...

Job DescriptionIn this exciting role at MSCCN, you will work closely with our global teams to deliver exceptional services to premier investment management clients. As a key member of our middle office team, you will oversee day-to-day transactional responsibilities in a fast-paced and dynamic environment.The Importance of This RoleYou will be the first line...

Company OverviewGallagher Benefit Services is a leading provider of health and wellbeing benefit programs. We strive to create environments where employees thrive by partnering with clients to shape the future of workplaces.

**Job Summary**We are seeking a highly experienced Data Protection Program Director to lead our Information Protection program at State Street Bank and Trust Company. This role requires strong leadership skills, technical knowledge of information protection, and the ability to drive business results.**About Us**State Street is a leading financial services...

About the RoleAs a Summer Intern at State Street Corporation, you will play a vital part in supporting the Alpha Operations team with day-to-day Investment Operations tasks. Your primary responsibilities will include ensuring timely and effective processing of client requests, preparing standard client reporting, performing transaction processing tasks,...

About Archer: Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

Description Envestnet is seeking a passionate and talented Workplace Client Service Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

Description Envestnet is seeking a passionate and talented Workplace Client Service Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

OverviewCome join our team! We have an immediate need for a Patient Service Representative in our Berwyn, IL clinic! If you are ready to make an impact every day, and thrive in a fast-paced environment, then a career at Forefront may be the perfect fit for you!Full Time:38 hours per week. Variable...

Description Envestnet is seeking a passionate and talented Client Service Data Management Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

Overview Come join our team! We have an immediate need for a Patient Service Representative in our Berwyn, IL clinic! If you are ready to make an impact every day, and thrive in a fast-paced environment, then a career at Forefront may be the perfect fit for you! Full Time:38 hours per week. Variable hours Monday:7:15AM-6:30PM Tuesday:7:00AM-4:00PM...

Overview: Come join our team! We have an immediate need for a Patient Service Representative in our Berwyn, IL clinic! If you are ready to make an impact every day, and thrive in a fast-paced environment, then a career at Forefront may be the perfect fit for you! *Bi-lingual preferred* Monday: 7:15AM-6:30PM Tuesday: 7:00AM-4:30PM Wednesday: 7:15AM-5:30PM...

Job Summary: The Patient Service Representative (PSA) plays a crucial role in ensuring a positive patient experience by supporting the practice/department in delivering high-quality care. The PSA is responsible for managing patient interactions, from the arrival to departure process, handling inquiries, scheduling appointments, updating insurance...

Job Title: Payment Processing RepresentativeWe are seeking a skilled and detail-oriented Payment Processing Representative to join our team at Medix. This is a full-time, remote position requiring 40 hours of work per week, Monday through Friday from 8am to 5pm.About the Role:This role will involve managing daily payment processing tasks, including posting...

Minimum EducationH.S. Diploma/GED AND 2+ years medical office experience OR 2+ years customer service experience required. Associate Degree preferred.Essential FunctionsPrevious EPIC experience highly preferred.Temp to perm position based on practice needs and performance. Summary:The Patient Services Associate (PSA) assists the practice/department in...

Minimum Education H.S. Diploma/GED AND 2+ years medical office experience OR 2+ years customer service experience required. Associate Degree preferred. Essential Functions Previous EPIC experience highly preferred. Temp to perm position based on practice needs and performance. Summary: The Patient Services Associate (PSA) assists the practice/department...

Cuando se trata de salir adelante y tienes la voluntad de ganar, vamos a llamarlo gran potencial de carrera! Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group, we want our customers to get those answers by speaking...

Cuando se trata de salir adelante y tienes la voluntad de ganar, vamos a llamarlo gran potencial de carrera! Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group, we want our customers to get those answers by speaking...

Cuando se trata de salir adelante y tienes la voluntad de ganar, vamos a llamarlo gran potencial de carrera! Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group, we want our customers to get those answers by speaking...

SUMMARY:This position is responsible for leading food service staff and making and serving nutritious meals for students in a safe and healthful manner. ESSENTIAL FUNCTIONS, RESPONSIBILITIES AND DUTIES:Prepares and serves food according to menus and in correct portion sizes as mandated by yield guides.Performs cleaning duties, including sweeping and mopping...

Position Summary: A Branch Service Manager's responsibility is managing the shop floor and handling minor shop administrative tasks that are the result of preventative maintenance and repairs. The branch service manager oversees the maintenance supervisor and/or technicians to assure the location aligns business objectives and customers demands. This...

Position Summary: A Branch Service Manager's responsibility is managing the shop floor and handling minor shop administrative tasks that are the result of preventative maintenance and repairs. The branch service manager oversees the maintenance supervisor and/or technicians to assure the location aligns business objectives and customers demands. ...