Top 1058 Customer service representative Jobs in Montgomeryville, 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
Customer Service Representative
Fred Beans Sales Business Development —Doylestown, PA
- $40,000 - $60,000 a year
- Full-time
- Computer literacy
- No experience needed
- Military encouraged
- Paid training
- Paid parental leave
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Customer Service Representative
ITW Performance Polymers —Montgomeryville, PA
- $28 - $30 an hour
- Full-time
- ERP systems
- High school diploma or GED
- 1 year
Customer Service Representative
Schweitzer Engineering Laboratories, Inc. —King of Prussia, PA
- $26.75 - $32.00 an hour
- Full-time
- Computer literacy
- Office
- Travel
- Paid holidays
- Disability insurance
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Office Coordinator / Customer Service & Scheduling Specialist
Harrison Generator —Warminster, PA
- $25 - $35 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
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Customer Service Representative - Part-Time
ITW Electrostatics —Hatfield, PA
- Part-time
- Computer literacy
- Office
- High school diploma or GED
Customer Service Rep
super marketers —Harleysville, PA
- Office
- Entry level
Customer Service Representative
Meals America —Lansdale, PA
- Full-time
- Spanish
- Pass drug screening
- English
Quick Apply
5d
Customer Service Representative
CP Rankin —Chalfont, PA
- $50,000 - $75,000 a year
- Full-time
- Background check
- Computer literacy
- No high school diploma
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Customer Service Representative (Hybrid)
Mr. Handyman of Princeton and Robbinsville/Mr. Handyman of Newtown and Yardley —Newtown, PA
- $20 - $24 an hour
- Part-time
- Hybrid work
- Sales
- In-person
- Communication skills
- Work from home
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11d
Customer Service Representative
BP Environmental Services, LLC —Chalfont, PA
- $42,000 - $46,000 a year
- Full-time
- Computer literacy
- Writing skills
- Typing
- Health insurance
- Dental insurance
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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
Quick Apply
Customer Service Representative
Image Consulting Group —Plymouth Meeting, PA
- $24.46 - $29.46 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Health insurance
- Paid time off
Quick Apply
4d
Customer Service Representative
Fyzical —Spring House, PA
- High school diploma or GED
- Clinic
- Driver's License
- Opportunities for advancement
1d
Call Center Associate
Penn Medicine —Doylestown, PA
- Entry level
- Tuition reimbursement
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Customer Service Rep (Level Care) -Remote [PA, DE, NJ]
Independence Blue Cross —Philadelphia, PA
- Remote
- Entry level
1d
Customer Service Position
Nickett Landscaping —Doylestown, PA
- Full-time
- Bilingual
- Computer literacy
- Computer skills
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
10d
Customer Care Consultant
Toll Brothers —Fort Washington, PA
- Online Application
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Solutions Representative/Job Coordinator
MPS Communication Graphics —Lansdale, PA
- $16 - $24 an hour
- 8 hour shift
- Background check
- Customer service
- Office
- Health savings account
- Health insurance
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

Benefits

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

Qualifications

Teamwork
Bachelor's degree
Office management
Time management
Client interaction via phone calls

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

customer service representative jobs in montgomeryville, pa

Client Service Representative

Customer Service Representative

Customer Service Representative

Customer Service Representative

Office Coordinator / Customer Service & Scheduling Specialist

Customer Service Representative - Part-Time

Customer Service Rep

Customer Service Representative

Customer Service Representative

Customer Service Representative (Hybrid)

Customer Service Representative

Customer Service Representative

Customer Service Representative

Customer Service Representative

Call Center Associate

Customer Service Rep (Level Care) -Remote [PA, DE, NJ]

Customer Service Position

Customer Service Representative

Customer Care Consultant

Client Solutions Representative/Job Coordinator

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