Top 1339 Registered client service Jobs in Newtown Square 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
9d
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
Registered Client Service Associate
Morgan Stanley —Newtown Square, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
IV Infusion Nurse PA (Delaware County)
IV Active —Newtown Square, PA
- $50 - $150 an hour
- RN License
- Mid-level
- 3 years
STS Abstractor
HEALTH INFORMATION ALLIANCE INC —Fort Washington, PA
- Part-time
- Remote
- Nursing
- RN License
- Computer literacy
PWM Registered Client Service Associate
Morgan Stanley —West Conshohocken, PA
- Full-time
- Writing skills
- Mid-level
- Office
Registered Nurse
Melmark —Berwyn, PA
- From $40 an hour
- Full-time
- Experience working with individuals with developmental disabilities
- RN License
- Mid-level
- 403(b) matching
- AD&D insurance
Quick Apply
Litigation Paralegal: 10 years minimum experienced required
Haberman Law —Philadelphia, PA
- $75,000 - $90,000 a year
- Full-time
- Background check
- In-person
- Senior level
- Profit sharing
- 401(k)
Quick Apply
Construction Observer NICET II/III
Ardurra Group, Inc. —Cherry Hill, NJ
- $70,000 - $105,000 a year
- Microsoft Word
- Construction site
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Lead Respiratory Therapist
Pediatric Specialty Care —Philadelphia, PA
- $45 - $56 an hour
- Full-time
- CPR Certification
- Patient monitoring
- Customer service
11d
Registered Nurse
Planned Parenthood of Delaware —Wilmington, DE
- $35 - $38 an hour
- Weekends as needed
- Nursing
- RN License
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
Architect
The McCloud Group —Philadelphia, PA
- $100,000 - $140,000 a year
- Full-time
- Background check
- School experience
- 7 years
- Health insurance
- Dental insurance
Quick Apply
4d
Part Time Behavioral Health RN-WES Care
WES Health System —Philadelphia, PA
- $46 - $49 an hour
- Part-time
- Spanish
- CPR Certification
- Nursing
Quick Apply
Board Certified Behavior Analyst (BCBA)
Austill's Educational Therapy Services —Aston, PA
- $55 - $65 an hour
- 8 hour shift
- Mid-level
- Driver's License
- Children
Quick Apply
13d
Full Time IV Infusion Nurse-Lead
Restore Hyper Wellness —Greenville, DE
- $40 - $45 an hour
- Full-time
- Nursing
- RN License
- BLS Certification
- Dental insurance
- Vision insurance
Quick Apply
11d
Construction Observer NICET IV
Ardurra Group, Inc. —Cherry Hill, NJ
- $94,000 - $125,200 a year
- Microsoft Word
- Construction site
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Licensed Behavioral Consultants
Horizons Behavioral Health —Southampton, PA
- $45 - $49 an hour
- Part-time
- LMFT
- Licensed Clinical Social Worker
- LPC
- Flexible schedule
Quick Apply
LPN Caregiver- Montgomery County, Sat & Sun, 7pm-7am
KeystoneCare —Blue Bell, PA
- Full-time
- Nursing
- Patient monitoring
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Registered Nurse - PACT Team
Oaks Integrated Care —Cherry Hill, NJ
- $37 - $39 an hour
- Full-time
- Patient monitoring
- RN License
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sr Associate | Labor & Employment | Up to $180k Base
Everforth, Cybercoders —Philadelphia, PA
- $125,000 - $180,000 a year
- Full-time
- 5 years
- Writing skills
- Mentoring
- Paid holidays
- Dental insurance

I want to receive the latest job alert for registered client service in newtown square pa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

registered client service jobs near newtown square pa

Respiratory Therapist jobs in Philadelphia, PA

Registered Nurse jobs in Berwyn, PA

Registered Client Associate jobs in Newtown Square, PA

Psychiatric Nurse jobs in Philadelphia, PA

Registered Nurse jobs in Wilmington, DE

Registered Nurse jobs in Cherry Hill, NJ

Registered Nurse Infusion jobs in Newtown Square, PA

Customer Service Representative jobs in Royersford, PA

Litigation Paralegal jobs in Philadelphia, PA

Architect jobs in Philadelphia, PA

Behavioral Consultant jobs in Louisville, KY

Remote Behavioral Health Case Manager jobs in New York State

Behavioral Health Technician jobs in Chicago, IL

Behavioral Consultant jobs in Tulare, CA

Shorewood Behavioral jobs in Madison, WI

Behavioral Consultant jobs in Fort Wayne, IN

Behavioral Consultant jobs in Lansing, MI

Respiratory Therapist jobs in Ohio

Respiratory Therapist jobs in Las Cruces, NM

Respiratory Therapist jobs in Santa Clarita, CA

Client Service Representative

Andrew Hoff Agency
Royersford, PA

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year
9 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

registered client service jobs in newtown square pa

Client Service Representative

Client Service Representative

Registered Client Service Associate

IV Infusion Nurse PA (Delaware County)

STS Abstractor

PWM Registered Client Service Associate

Registered Nurse

Litigation Paralegal: 10 years minimum experienced required

Construction Observer NICET II/III

Lead Respiratory Therapist

Registered Nurse

Architect

Part Time Behavioral Health RN-WES Care

Board Certified Behavior Analyst (BCBA)

Full Time IV Infusion Nurse-Lead

Construction Observer NICET IV

Licensed Behavioral Consultants

LPN Caregiver- Montgomery County, Sat & Sun, 7pm-7am

Registered Nurse - PACT Team

Sr Associate | Labor & Employment | Up to $180k Base

I want to receive the latest job alert for registered client service in newtown square pa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected