Client Services Associate Salaries in Harleysville, PA

Receive incoming calls, screen those that are handled by other health care team members and take care of routine calls. Requires strong client service skills.

$18 - $21 an hour

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

Interface with clients through inbound and outbound phone calls and emails. Support execution of firm growth initiatives, including client events, referral…

$70,000 - $90,000 a year

1 day ago

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).