Displaying 1-10 of 1000 results
Part Time Client Associate (FP) - York, PA
Bank of America - York/Lancaster, Pennsylvania
Accounting / Finance
**Job Description:** Business Overview _Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world._ _Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynchs financial advisors help … (see more)
Client Service Associate
Raymond James - Erie, Pennsylvania
Accounting / Finance
Job Summary:Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.Essential Duties and Responsibilities: Interacts daily on the phone and in person with … (see more)
Client Service Associate
Raymond James - Erie, Pennsylvania
Banking / Mortgage
Job Summary:Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.Essential Duties and Responsibilities: Interacts daily on the phone and in person with … (see more)
Client Service Associate (Alex. Brown)
Raymond James - Philadelphia, Pennsylvania
Accounting / Finance
***Located in Alex. Brown office in Philadelphia******Alex. Brown is a division of Raymond James****Job Summary:***Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. … (see more)
Client Service Associate (Alex. Brown)
Raymond James - Philadelphia, Pennsylvania
Banking / Mortgage
***Located in Alex. Brown office in Philadelphia******Alex. Brown is a division of Raymond James****Job Summary:***Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. … (see more)

Associate Client Manager
KO Business Solutions - Pittsburgh, Pennsylvania
Management
Job Description KO Business Solutions is proud to be working with a Campus Solutions vendor within Pittsburgh, PA! We are looking for an Associate Client Manager who can provide professional and timely service to maximize client satisfaction! This is a contract to hire role and the pay rate for this position is $40,000-$45,000/year. The Client Manager will be responsible for the following: Provides first contact issue resolution to clients via the ticketing system, phone line and email Manage inbound phone calls and complete First Call Resolution Manage ticket responses by adhering to SLA … (see more)
Associate Client Account Manager
Ashfield Healthcare LLC - Pennsylvania
Healthcare / Nursing
Associate Client Account Manager, Contact CenterAshfield Healthcare is currently looking for an Associate Client Account Manager to manage, organize, and coordinate multiple pharmaceutical and healthcare programs. The Associate Client Account Manager would be involved in Direct to Consumer Campaigns and Professional Marketing using IVR formats and live operator call handling and fulfillment.Responsibilities: * Participate in defining and documenting client needs. * Offer recommendations to ensur (see more)
Client Manager Associate
UNUM - Pennsylvania
Insurance
Job Posting End Date: 05/27 Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 33 million working people and their families from the financial impact of illness or injury. Unum's three distinct, but similarly focused US businesses Unum US, Colonial Life, and Starmount Life are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace. Headquartered … (see more)
Client Service Associate
UBS Financial Services - Pennsylvania
Accounting / Finance
**Your role:** Are you truly service oriented? Do you know how to take care of people? Were looking for someone like that who can provide operational and administrative support to financial advisors. Youll: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests Schedules meetings with qualified prospects for Financial Advisors Maintains prospect … (see more)
Associate Client Services Representative - Correspondence Te
Independence Blue Cross LLC - Philadelphia, Pennsylvania
Customer Service
The primary function ofthe correspondence team is to send out written communications to our members in response to their inquiries. * We respond to members or their attorneys-we do not write to providers Members ONLY * Validating Privacy forms; determining if valid/invalid based on specific criteria for HIPAA authorization forms, Personal rep forms/ Power of Attorney documents. * Fulfilling letter request in response to inquiries from Customer Service * The majority of our written request come from Customer Service, timely follow-up is required to meet turnaround time * We handle priority … (see more)
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