Top 324 Answering service Jobs in Exton, Pa

Client Service Representative
Andrew Hoff Agency —Royersford, PA
- $55,000 - $65,000 a year
- Full-time
- Writing skills
- Research
- Office
- Profit sharing
- Paid holidays
Quick Apply
11d
Client Service Representative
Andrew Hoff Agency —Royersford, PA
- $55,000 - $65,000 a year
- Full-time
- Writing skills
- Research
- Office
- Profit sharing
- Paid holidays
Quick Apply
10d
Customer Service Associate
Cass Executives —Phoenixville, PA
- $3,600 - $4,800 a month
- Full-time
- In-person
- 2 years
- Communication skills
Quick Apply
5d
Customer Service Representative
SLM Facility Solutions Nationwide —Green Lane, PA
- Full-time
- Hospitality
- Microsoft Outlook
- Word processing
- Paid training
- Wellness program
Quick Apply
14d
Patient Service Rep I
Axia Women's Health —West Chester, PA
- $18 - $21 an hour
- Full-time
- HIPAA
- High school diploma or GED
- Ob/Gyn
- Health savings account
- Disability insurance
Patient Service Representative - King of Prussia
Children’s Hospital of Philadelphia —King of Prussia, PA
- $21.05 - $26.35 an hour
- Full-time
- HIPAA
- High school diploma or GED
- Children
Quick Apply
Customer Experience Associate
Saint Gobain —Malvern, PA
- $53,500 - $89,100 a year
- Computer literacy
- Mid-level
- 3 years
- Wellness program
- Paid parental leave
Quick Apply
Patient Services Representative - Per Diem
Penn Medicine —West Chester, PA
- Per diem
- HIPAA
- High school diploma or GED
- Entry level
- Tuition reimbursement
Quick Apply
6d
Unit Coordinator - every other weekend 7a-3:30p
Penn Medicine —West Chester, PA
- Rotating weekends
- Inpatient
- Administrative experience
- High school diploma or GED
- Tuition reimbursement
Quick Apply
11d
Reservationist
BATHHOUSE —Philadelphia, PA
- $25 an hour
- Weekends as needed
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Patient Services Representative - King of Prussia Specialty Care
Children’s Hospital of Philadelphia —King of Prussia, PA
- $21.05 - $26.35 an hour
- Full-time
- HIPAA
- High school diploma or GED
- Children
Quick Apply
3d
Care Navigator
Axia Women's Health —Upper Providence Township, PA
- Remote
- Computer literacy
- Writing skills
- HIPAA
- Health savings account
- Disability insurance
Patient Service Representative
Patient First —Downingtown, PA
- Part-time
- 18 years or older
- Ability to walk for extended periods
- Maintenance
Client Services Representative
Hibu —King of Prussia, PA
- Online Application
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
Quick Apply
Client Support Specialist
eMoney Advisor —Radnor, PA
- $48,000 - $61,000 a year
- Remote
- Spanish
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Customer Service Representative
DiBiase Heating and Cooling Company —Coatesville, PA
- $18 - $22 an hour
- Full-time
- Office
- High school diploma or GED
- Typing
- Health savings account
- Paid holidays
Quick Apply
Customer Service/Sales Representative
Revolve Agency Inc. —West Chester, PA
- $16 - $21 an hour
- Weekends as needed
- US work authorization
- Organizational skills
- In-person
- Paid training
- Health insurance
Quick Apply
Patient Service Representative I
Centers for Advanced Urology —Paoli, PA
- Full-time
- OSHA
- HIPAA
- High school diploma or GED
- Health savings account
Quick Apply
Patient Services Representative
Chord Specialty Dental Partners —Exton, PA
- From $19 an hour
- Full-time
- Dental office
- Pediatrics
- Entry level
Quick Apply
Patient Services Representative - Buerger Center
Children’s Hospital of Philadelphia —Philadelphia, PA
- $21.05 - $26.35 an hour
- Full-time
- HIPAA
- High school diploma or GED
- Clinic
Quick Apply
2d

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Client Service Representative

Andrew Hoff Agency
Royersford, PA

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year
11 days ago

Benefits

Profit sharing
Paid holidays
401(k)
Paid time off
Professional development assistance
Flexible schedule
Retirement plan

Qualifications

Teamwork
Bachelor's degree
Attention to detail
Office management
Time management

Full Job Description

Client Service Associate

We are an independent wealth management firm that has been helping people establish and maintain their long-term financial goals for nearly 30 years. We understand that money is a difficult subject to discuss and that the choices our clients have to make about it can be overwhelming. That's why we take it as a point of honor that each client trusts us to help them manage it effectively. We prefer, however, not to think that we work to enhance the bottom line of a portfolio. Rather, we work to enhance people's lives and help them pursue their dreams.

We have a diverse client set that no matter their stage or situation, we take pride in helping them navigate life’s financial complexities with clarity and confidence. We are a small, dedicated, and highly collaborative team, united by a shared commitment to exceptional client service. Every team member goes above and beyond to deliver an outstanding experience. It’s what our clients come for and why they stay!

Our experienced advisory team is seeking a service minded Client Service Associate. This position plays a vital role in supporting both the advisory team and the firm’s clients, including facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, preparing required documents, and performing administrative tasks. You are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You are a critical thinker and anticipate subsequent events, with an unwavering ability to figure things out, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible.

General Responsibilities:

· Greet and welcome clients in a friendly and professional manner in person and over the phone

· Answer, screen, and route phone calls, assisting clients directly or taking messages as appropriate

· Prepare and ensure new account paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures, preparing documentation to upload, and coordinating rollovers

· Handle routine matters for client accounts, including processing name and address changes, beneficiary changes, bank authorizations, and answering client questions; provide tax reporting documents to clients

· Track outstanding client service items; proactively address outstanding issues and provide updates

· Correspond with clients to resolve client service challenges as they arise

· Create and maintain accurate client records in the CRM system, ensuring all confidential and required information is securely stored

· Assist in preparation for client meetings and calls; send out agendas and prepare materials, including client illustrations, graphs, charts, reports, etc.

· Support the advisory team with processes related to prospective clients

· Schedule meetings and manage calendars for the advisory team

· Perform various miscellaneous administrative, client service, and general office management tasks as assigned

Qualifications:

· Bachelor’s degree preferred, or equivalent work experience

· Minimum 1-3 years of progressive experience, ideally in wealth management, highly preferred; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply

· Excellent follow-through and communication regarding status of open items

· Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions

· Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues

Compensation & Benefits:

· Competitive base compensation of $55K-$65K, depending on experience

· Retirement plan with discretionary profit sharing

· Paid time off

· Paid holidays

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Pay: $55,000.00 - $65,000.00 per year

Benefits:

401(k)
Flexible schedule
Paid time off
Professional development assistance
Retirement plan

Experience:

Office: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

answering service jobs in exton, pa

Client Service Representative

Client Service Representative

Customer Service Associate

Customer Service Representative

Patient Service Rep I

Patient Service Representative - King of Prussia

Customer Experience Associate

Patient Services Representative - Per Diem

Unit Coordinator - every other weekend 7a-3:30p

Reservationist

Patient Services Representative - King of Prussia Specialty Care

Care Navigator

Patient Service Representative

Client Services Representative

Client Support Specialist

Customer Service Representative

Customer Service/Sales Representative

Patient Service Representative I

Patient Services Representative

Patient Services Representative - Buerger Center

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