Client Services Associate

3 weeks ago


Harrisburg, United States Pennsylvania Advisory Services Full time

Client Services Associate

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you

Our fast-paced financial firm, Pennsylvania Advisory Services in Harrisburg, PA is seeking to add a Client Services Associate to our team The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

  • Strong organizational skills
  • Excellent communication; written and verbal
  • Attention to detail and accuracy
  • Proactive management style and consistent follow-through

Minimum Requirements:

  • Associate degree preferred
  • Financial Industry experience required
  • 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
  • Experience with MS Office Suite and the ability to learn new software quickly
  • CRM experience

Responsibilities:

This Client Services Associate will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

  • Receive incoming client service calls in a friendly manner
  • Complete each service request and resolve client issues
  • Complete and process all applications for business submitted by Advisor
  • Prepare client review summary for upcoming appointments
  • Maintain professional communication with clients and staff
  • Assist with client updates, reports, and mailings
  • Assist in setting client appointments

Salary:

  • $20/hr + quarterly bonus

Benefits:

  • Health Insurance reimbursement after 90 days of employment
  • PTO

Hours:

  • Monday - Friday: 9:00 am -5:00 pm

Presented by Advisor Employee Services Thank you for your interest in the Client Services Associate role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided . We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today



  • Harrisburg, United States Huntington National Bank Full time

    Description Summary: As an HFA Client Services Associate you will be a key member on the centralized support services team to deliver a great experience to Huntington Financial Advisor clients via telephone and email. You will work in a team environment to assist clients with account information, place trades, and other service-oriented transactions. This...


  • Harrisburg, United States Addison Group Full time

    Job Description A home healthcare company is looking to add a Client Services Manager to their growing team in Harrisburg, PA. This person will be managing 2 Client Service Coordinators who interact with patients and caregivers daily over the phone, driving growth by delivering exceptional customer service to clients and caregivers. Duties will include...


  • Harrisburg, United States Addison Group Full time

    Job Description A home healthcare company is looking to add a Client Services Manager to their growing team in Harrisburg, PA. This person will be managing 2 Client Service Coordinators who interact with patients and caregivers daily over the phone, driving growth by delivering exceptional customer service to clients and caregivers. Duties will include...


  • Harrisburg, United States Addison Group Full time

    Job DescriptionJob DescriptionJob DescriptionA home healthcare company is looking to add a Client Services Manager to their growing team in Harrisburg, PA. This person will be managing 2 Client Service Coordinators who interact with patients and caregivers daily over the phone, driving growth by delivering exceptional customer service to clients and...


  • Harrisburg, United States AAA Central Penn Full time

    Job DescriptionJob DescriptionAt AAA Central Penn, we exist for our members and will judge everything we do by how well it serves their needs. We also strive to provide the same high-quality care and support to our team members. Whether it is through our recognition programs, engagement opportunities, or working as a team to help better our community, we...


  • Harrisburg, United States Aesplacement Full time

    **Position:** Client Service Manager - Financial Firm - Harrisburg, PA **Location:** Harrisburg, PA **Job Id:** 1910 **# of Openings:** 1 Client Service Manager The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Job Description The purpose of this...


  • Harrisburg, United States Rite Aid of Pennsylvania Inc Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...


  • Harrisburg, United States Rite Aid of Pennsylvania Inc. Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...

  • Client Specialist

    23 hours ago


    Harrisburg, United States The Talbots Inc Full time

    Job Number: 21237 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...


  • Harrisburg, United States Rite Aid Full time

    Rite Aid Corp. - 1941 Derry Street [Retail Associate / Team Member] As a Service Associate at Rite Aid Corp., you'll: Provide excellent customer service by assisting customers with their shopping needs, answering customer inquiries, and resolving customer complaints; Engage with customers in a friendly and efficient manner while completing customer...

  • Client Specialist

    2 days ago


    Harrisburg, United States Talbots Full time

    Job Number: 21237 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...


  • Harrisburg, United States Rite Aid Full time

    Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Service Associate, today! As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful...

  • Tax Associate

    1 day ago


    Harrisburg, United States Ascent Services Group Full time

    Tax Associate Reports To | Supervisor Tax Seniors and Above within the Tax Team Summary of Job Function Team members in LGA's tax department work extensively on not only the preparation and compliance of corporate, partnership, individual, estate and trust tax filing, but also gain exposure to a broad range of other business and tax related matters...


  • Harrisburg, United States Conduent Business Services Full time

    **Customer Service Representative** CAROUSEL_PARAGRAPH * Harrisburg, Pennsylvania * Call Center * 54664 ** Share Job** ** Job Description** **About Conduent** Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments creating exceptional outcomes for our clients...

  • Warehouse Associate

    2 days ago


    Harrisburg, United States Saddle Creek Logistics Services Full time

    Why Work for Saddle Creek? Saddle Creek Logistics Services succeeds by promoting a diverse, friendly, and respectful teamwork environment. As a vital service provider, we not only make a difference in our community but offer our associates opportunities to enhance their skills, build meaningful careers and end each day with a sense of accomplishment. If...

  • PT Service Associate

    19 hours ago


    Harrisburg, United States The GIANT Company Full time

    Who Is Giant? With over 2 million weekly customers and annual sales topping $5 billion, Giant is the #1 grocer in the Baltimore-Washington area. What began as one store on Georgia Avenue in Washington D.C. in 1936, now has grown to over 160 stores spanning across D.C., Maryland, Virginia and Delaware. Giant's mission is beyond stocking groceries on shelves,...


  • Harrisburg, United States Mach 1 Stores Full time

    GET PAID EVERY WEEK! 25 CENT PAY INCREASE EVERY 90 DAYS IN 2024!!Mach 1 Stores of Harrisburg, Illinois is looking to hire an Entry-Level Customer Service Associate to greet customers and efficiently handle our store's operational duties. Are you a customer service rockstar and cashier master looking for a positive environment? Do you like to be where the...


  • Harrisburg, United States Mach 1 Stores Full time

    Job DescriptionJob DescriptionGET PAID EVERY WEEK! 25 CENT PAY INCREASE EVERY 90 DAYS IN 2024!!Mach 1 Stores of Harrisburg, Illinois is looking to hire an Entry-Level Customer Service Associate to greet customers and efficiently handle our store's operational duties. Are you a customer service rockstar and cashier master looking for a positive...


  • Harrisburg, United States Harrisburg Consumer Services Full time

    At **Harrisburg Consumer Services**, We have an exceptional collaborative, dynamic, fast-paced environment that offers a wide range of learning and career opportunities. With a new vacancy for a Verizon Customer Service Representative role, We look for people with can-do positive attitudes, who are flexible when priorities change, and willing to reach in and...


  • Harrisburg, United States Lighting Retrofit Services Full time

    Job DescriptionJob DescriptionLighting Service Technician/ElectricianWe are actively seeking Full-Time Lighting Service Technicians to join our Service Division. This candidate will have previous commercial experience and will be able to perform electrical troubleshooting, repair, lighting maintenance, and lighting upgrades for our retail clients throughout...