Top 2249 Member services representative Jobs in King Of Prussia 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
8d
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
7d
Customer Service Representative
Deerfield Risk Advisors —Wayne, PA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Outlook
- Computer literacy
- Health insurance
- Paid time off
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Member Service Representative (Full-Time) - Wayne
Navy Federal Credit Union —Wayne, PA
- $22.26 - $25.87 an hour
- Online Application
- Research
- Mid-level
- Office
- Referral program
12d
Customer Service Representative
Caliber —King of Prussia, PA
- Full-time
- Writing skills
- US work authorization
- 1 year
- Paid holidays
- Health insurance
Customer Service Representative
Lilly Pulitzer —King of Prussia, PA
- Overtime
- Microsoft Excel
- Writing skills
- Windows
14d
Tier 1 Tech Support- Help Desk
Colonial Electric Supply —King of Prussia, PA
- $50,000 a year
- Overtime
- Mid-level
- Office
- Reliable transportation
- Paid parental leave
- Health savings account
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Customer Service Representative - State Farm Agent Team Member
Bret Webster - State Farm Agent —Willow Grove, PA
- $20 - $30 an hour
- Full-time
- Office
- Communication skills
- Entry level
- Paid time off
- Opportunities for advancement
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Guest Service Representative
Courtyard By Marriott - Philadelphia Great Valley/Malvern —Malvern, PA
- $17 an hour
- Full-time
- Hotel
- Communication skills
- Entry level
- Health insurance
- Dental insurance
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Billing Representative II
Quest Diagnostics —West Norriton, PA
- From $17.20 an hour
- Full-time
- Remote
- 18 years or older
- High school diploma or GED
- Military encouraged
- Employee stock purchase plan
- Disability insurance
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1d
Remote Customer Service/Sales Representative
Agent Alliance —West Chester, PA
- $65,000 - $70,000 a year
- Full-time
- Remote
- Entry level
- Paid training
- Health insurance
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Customer Service Representative
Meta Global —Philadelphia, PA
- $45,746.41 - $65,092.45 a year
- Full-time
- In-person
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
1d
Customer Service Representative - State Farm Agent Team Member
Mike Yates - State Farm Agent —King of Prussia, PA
- $15 - $18 an hour
- Part-time
- Spanish
- Office
- Communication skills
- 401(k) matching
- Flexible schedule
Quick Apply
Surgical Services Associate
Penn Medicine —Radnor, PA
- Full-time
- Surgery
- Mid-level
- Outpatient experience
- Tuition reimbursement
Quick Apply
Member Services Representative
Planet Fitness - IL/PA Rufo Group —Drexel Hill, PA
- Part-time
- 18 years or older
- Computer literacy
- High school diploma or GED
Quick Apply
Public Works Administrative Team Leader
Township of Lower Merion —Ardmore, PA
- $84,123 a year
- Full-time
- Microsoft Outlook
- 5 years
- Office
- AD&D insurance
- Paid holidays
Full-Time Instructor Automotive Welding (Philadelphia, PA)
Inter-Industry Conference on Auto Collision Repair —Philadelphia, PA
- $90,000 - $115,000 a year
- Full-time
- ASE Certification
- 5 years
- Mid-level
- Health savings account
- Health insurance
Quick Apply
14d
Engineering Manager
Thermo Systems LLC —Fort Washington, PA
- $150,000 - $170,000 a year
- Full-time
- Up to 50% travel
- 11+ years
- Travel
- Health insurance
- Dental insurance
Quick Apply
Dining Manager
Shannondell at Valley Forge —Norristown, PA
- $52,000 - $55,000 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Basic math
- Health insurance
- Dental insurance
Quick Apply
Lead Machinery Mover/Rigger (CDL A or B Required)
JGM —Chester Springs, PA
- $5 an hour
- Overtime
- CDL B
- Hospital
- CDL A
Quick Apply

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Client Service Representative

Andrew Hoff Agency
Royersford, PA

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year
8 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

member services representative jobs in king of prussia pa

Client Service Representative

Client Service Representative

Customer Service Representative

Member Service Representative (Full-Time) - Wayne

Customer Service Representative

Customer Service Representative

Tier 1 Tech Support- Help Desk

Customer Service Representative - State Farm Agent Team Member

Guest Service Representative

Billing Representative II

Remote Customer Service/Sales Representative

Customer Service Representative

Customer Service Representative - State Farm Agent Team Member

Surgical Services Associate

Member Services Representative

Public Works Administrative Team Leader

Full-Time Instructor Automotive Welding (Philadelphia, PA)

Engineering Manager

Dining Manager

Lead Machinery Mover/Rigger (CDL A or B Required)

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