Jobs
>
Harrisburg

    Client Services Associate - Harrisburg, United States - Pennsylvania Advisory Services

    Pennsylvania Advisory Services
    Pennsylvania Advisory Services Harrisburg, United States

    1 week ago

    Default job background
    Description

    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

  • Clelan & Company

    Client Service Associate

    1 week ago

    Clelan & Company Camp Hill, United States

    *** · The **Client Service Associate** works under the direction of the firm principals and/or senior planners to ensure that a consistent message and exquisite level of care are provided to our valued clients in an expeditious and professional manner. The goal is to diligently c ...

  • Rite Aid

    Cashier - Service Associate Pt

    1 week ago

    Rite Aid Harrisburg, United States

    Company · - Rite Aid · - Shift · - WORK_SHIFT_Swing · - Requisition · - JR032363 · - Last Updated · - Department · - Service Associate · **Job Locations**: · - Rite Aid Store N. Third Street, Harrisburg, Pennsylvania, Job Description · **Service Associate**: · **Contribute to our ...

  • The GIANT Company

    PT Service Associate

    1 week ago

    The GIANT Company Harrisburg, United States

    Working with Us · Ahold Delhaize is for people who are passionate about what they do and doing it well. We take pride in our high quality, delicious food and in our leading position as the worlds number one frozen bakery. · Our employees are one of our key ingredients, and togeth ...

  • The GIANT Company

    PT Service Associate

    1 week ago

    The GIANT Company Harrisburg, United States

    At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides everything we do. We put our customers first, do what's right, win together, and make ideas ...

  • Pennsylvania Advisory Services

    Client Services Associate

    1 week ago

    Pennsylvania Advisory Services Harrisburg, United States

    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 wou ...

  • Aesplacement

    Client Services Associate

    1 week ago

    Aesplacement Harrisburg, United States

    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 ...

  • The Giant Company

    PT Service Associate

    1 week ago

    The Giant Company Harrisburg, United States

    Address: USA-PA-Harrisburg-5005 Jonestown Road · Store Code: GC - Store Mgrs · At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides everything ...

  • The Giant Company

    PT Service Associate

    1 week ago

    The Giant Company Harrisburg, United States

    Address: USA-PA-Harrisburg-5005 Jonestown Road · Store Code: GC - Store Mgrs · At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides everything ...

  • The Giant Company

    PT Service Associate

    1 week ago

    The Giant Company Harrisburg, United States

    Address: USA-PA-Harrisburg-2300 Linglestown Road · Store Code: GC - Store Mgrs · At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides everythi ...

  • The Giant Company

    PT Service Associate

    1 week ago

    The Giant Company Harrisburg, United States

    Address: USA-PA-Harrisburg-4211 Union Deposit Road · Store Code: GC - Store Mgrs · At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides everyt ...

  • UPMC

    Environmental Services Associate-nights-upmc West

    2 days ago

    UPMC Mechanicsburg, United States

    **Purpose**: · Clean all aspects of assigned areas, including patient rooms, public areas, offices and equipment, to meet Hospital and Department standards in order to promote the quality of care rendered in the environment. Move equipment, furniture, boxes, etc. and remove and h ...

  • The GIANT

    PT Service Associate

    1 week ago

    The GIANT Enola, United States

    Address: USA-PA-Enola-4510 Marketplace Way · Store Code: GC - Store Mgrs · At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides everything we ...

  • Rite Aid

    Cashier - Service Associate PT

    1 week ago

    Rite Aid Harrisburg, United States

    Rite Aid Corp 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 customer ...

  • The GIANT

    PT Service Associate

    1 week ago

    The GIANT Camp Hill, United States

    Address: USA-PA-Camp Hill-3301 Trindle Rd · Store Code: GC - Us Front End · At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides everything we ...

  • The GIANT

    PT Service Associate

    1 week ago

    The GIANT New Cumberland, United States

    Address: USA-PA-New Cumberland-130 Old York Road · Store Code: GC - Us Store Mgrs · At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides every ...

  • PeopleShare

    Bilingual Participant Services Associate

    1 week ago

    PeopleShare Harrisburg, United States Temporary

    Bilingual (Spanish & English) Customer Service with room to grow · Bilingual (Spanish & English) Customer Service Job Details:Schedule: Monday-Friday 9:00 am-5:30 pm · Pay Rate: $18.50/ hour · REMOTE · Job Description for Bilingual (Spanish & English) Customer Service: Answer in ...

  • Penske Truck Leasing

    Diesel Mechanic/Technician I

    23 hours ago

    Penske Truck Leasing Harrisburg, United States Full time

    What's the Job? · Ready to move your career forward? As an experienced Technician at Penske, you'll do exactly that. Here, you'll perform preventative maintenance and repairs of all levels on the newest and best maintained fleet of vehicles in the industry. You will help our cust ...

  • Penske Truck Leasing

    Diesel Technician/Mechanic III

    2 days ago

    Penske Truck Leasing Harrisburg, United States Full time

    801 Katie Court Harrisburg, PA, 17109 · What's the Job? · Ready to accelerate your career while helping our customers move forward? As a Technician at Penske, you'll do exactly that. Here, you'll do preventative maintenance and minor repairs on the newest and best maintained flee ...

  • Penske Truck Leasing

    Diesel Technician/Mechanic

    23 hours ago

    Penske Truck Leasing Harrisburg, United States Full time

    Position Summary: · This diesel technician/mechanic position at Penske is focused on providing top service to our customers who have roadside assistance needs. This position will be responsible for being able to diagnose and repair all types of maintenance issues on the truck in ...

  • Harrisburg Consumer Services

    Sales Associate

    3 days ago

    Harrisburg Consumer Services Harrisburg, United States Full time

    **Harrisburg Consumer Services** is a nationally ranked sales development firm located in the heart of **Harrisburg. **We are seeking an individual who thrives in a well-rounded team environment and possesses an outgoing lively spirit As a company, we guarantee a satisfactory exp ...