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, prepa...
Assist clients with any client service needs. Our well-established and growing financial firm in Harrisburg, PA is seeking to add a Client Services Administrator to the Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the ...
Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Implements complex new products and services for clients. May maintain client-specific procedures. Provides sales or consultative support to prospects or cl...
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The love of building his/her own business by developing client relationships and exceeding sales ...
N Harris St, Cleona, PA 17042 What’s the Job?Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you’ll do exactly that. Why join Penske as a Customer Service Representative, you ask? It’s simple. Main Responsibiliti...
As a Customer Service Representative II, you will ensure that we deliver on our promise of outstanding service. You'll work with customers, business partners and drivers to make sure we are meeting our commitments and delighting our customers at every step of the experience. Solid customer service s...
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Requisition #:** 73822**The Role at a Glance**We are ...
Are you experienced and passionate about government financial management? A financial management professional who wants to work in a collaborative environment? As an experienced Financial Improvement and Audit Remediation (FIAR) Consultant, you will have the ability to share new ideas and collaborat...
The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer experience and maximum profitability. Meets company sal...
The Bi-lingual (English & Spanish) Client Service Representative works fom home and is responsible for interacting with customers to provide information in response to inquiries about programs and services in a contact center. Respond to customer inquiries received by telephone, Interactive Voice Re...
In addition, you will:•Engage customers in conversation to understand their needs and desires•Ability to present merchandise and share detailed information regarding features and benefits of products•Provide information regarding extended service plans and financing options•Meet individual and team ...
As a Customer Service Representative with John Sparks State Farm, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. Previous cust...
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the fina...
Bilingual Customer Service Advisor. We are looking for talented Customer Service Advisors to join our team. Must be able to work from home with the following internet requirements: High-speed Internet Connection (Cable, Fiber, DSL) Mobile Broadband is not supported, this is satellite, wireless/cellu...
Strong verbal and written communication skills specifically with customers, sales leadership team and associates. Maintain a clean and organized sales floor, checkout, fitting room, and stock room to ensure the store is safe and inviting to customers. Follow company policies and procedures to ensure...
The Service Advisor is responsible for assisting and advising customers with their automotive repair and maintenance decisions. The Service Advisors operates as the liaison between the customer and the Technician. Demonstrated Telephone and “face-to-face” customer service and interactive listening s...
Generate leads, schedule appointments, and identify customer needs to market appropriate products and services. Passion for marketing products and services tailored to customer needs. Do you thrive in social settings and love helping others? If so, we want you to join our team as a State Farm Agent ...
New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key l...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings with prospective and existing clients on the phone, in-person, virtually and through mailings. Provides high quality operational support to Financia...
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch ...
The purpose of this position is to ensure smooth day-to-day operations for the advisor’s while providing superior customer service to existing clients and prospects. Minimum 2+ years working in an office/client service environment, preferably in financial services. Are you looking for an opportunity...
In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, nat...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. Financial planning and investment advisory services...