Top 1331 Customer service/data entry Jobs in Philadelphia, Pa

Client Service Associate
C3 Wealth Management —King of Prussia, PA
- $45,000 - $65,000 a year
- Full-time
- Office
- Microsoft Office
- Administrative experience
- Disability insurance
- Health insurance
Quick Apply
Data Entry / Surety Bond Processor
Mahorsky Group —Blue Bell, PA
- From $60,000 a year
- 8 hour shift
- Sales
- No experience needed
- Office
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative
Tential —Malvern, PA
- Contract
- Office
- Organizational skills
- 1 year
Quick Apply
Data Entry/Customer Service
HOPE 4 HEALING, INC —Willow Grove, PA
- From $20 an hour
- Full-time
- Microsoft Outlook
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
13h
Customer Service Representative
Image Consulting Group —Philadelphia, PA
- $24.46 - $29.46 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Health insurance
- Paid time off
Quick Apply
Data Control Clerk
Philadelphia Gas Works —Philadelphia, PA
- $20.11 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Free parking
- Commuter assistance
9d
Administrative Assistant (Remote – Work From Home | Full-Time / Part-Time)
Qureos Inc —Philadelphia, PA
- Part-time
- Remote
- Customer service
- High school diploma or GED
- Associate's degree
23h
Central Supply/Medical Records
Olde Main Post Acute —Philadelphia, PA
- $18 - $30 an hour
- Full-time
- Nursing home
- Customer service
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
7d
Call Center Representative
Risza Er-Communication —Philadelphia, PA
- $18.71 - $22.76 an hour
- Full-time
- Computer literacy
- Data analysis skills
- Analysis skills
- Paid training
- Health insurance
Quick Apply
Member Service Representative
Transit Workers Federal Credit Union —Philadelphia, PA
- $21 - $24 an hour
- Part-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
1d
Entry Level Customer Representative
Pennsylvania Management Group —University City, PA
- $850 - $1,350 a week
- Urgently hiring
- Background check
- In-person
- 1 year
- Opportunities for advancement
Quick Apply
6d
Patient Service Representative
Bryn Mawr Medical Specialists Association —Bryn Mawr, PA
- $18 - $21 an hour
- Full-time
- Medical terminology
- Communication skills
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
Inventory Clerk
FreezPak Logistics —Philadelphia, PA
- $18.00 - $21.50 an hour
- Full-time
- High school diploma or GED
- Data entry
- Organizational skills
- Health insurance
- Paid time off
Customer Service Representative
Meta Global —King of Prussia, PA
- $45,746.41 - $65,092.45 a year
- Full-time
- In-person
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
12d
Client Coordinator
ExamWorks —Bala-Cynwyd, PA
- $20 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Medical office experience
Quick Apply
Claims Assistant
ICW Group —Philadelphia, PA
- $19.58 - $30.88 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Paid holidays
- Health insurance
Client Service I Representative- Shipping/ Receiving
Canon U.S.A., Inc. —Philadelphia, PA
- $17.20 - $23.37 an hour
- Full-time
- Clean driving record
- Computer literacy
- No high school diploma
- Profit sharing
- Health insurance
8d
Scheduling Specialist - Cherry Hill GI
Virtua Health —Cherry Hill, NJ
- $18.89 - $27.81 an hour
- Full-time
- Hospital
- Medical office experience
- High school diploma or GED
- AD&D insurance
- Disability insurance
Office Support Coordinator
University of Pennsylvania – Office of the General Counsel —Philadelphia, PA
- $25.12 - $30.25 an hour
- Full-time
- Bilingual
- Google Workspace
- Inventory management
- Health insurance
- Dental insurance
Quick Apply
2h
Scheduling Specialist - Orthopedics
Virtua Health —Moorestown, NJ
- $18.89 - $27.81 an hour
- Full-time
- Hospital
- Computer literacy
- Medical office experience
- AD&D insurance
- Disability insurance
11d

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Client Service Associate

C3 Wealth Management
King of Prussia, PA

Quick Apply

Job Details

Full-time
$45,000 - $65,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance

Qualifications

Customer communication
Teamwork
Confidential information handling
Microsoft Office
Administrative experience
Attention to detail
Productivity software
Life & Health Insurance License
Time management

Full Job Description

COMPANY DESCRIPTION

C3 Wealth Management provides our clients the confidence and security to help them achieve financial independence and fulfill their purpose. Our nationally recognized team serves as a financial partner, providing comprehensive and collaborative financial planning strategies to address the unique objectives and challenges of our clients. Our focus on client well-being—paired with sound investment portfolios, disciplined risk management techniques, and effective tax and estate planning tools places us at the forefront of our profession.

OVERALL FUNCTION

The Client Service Associate role will assist our firm in maintaining an efficient, organized office that allows the financial advisors to focus their energy on building client relationships and generating new business. The individual in this role will act as a liaison between the financial advisors, clients, and our investment and insurance support teams.

GENERAL RESPONSIBILITIES

· Document client case notes in CRM system, manage both hard copy and electronic client correspondence and maintain compliant client case files

· Input data, print proposals and gather information at direction of financial advisor in preparation for client meetings

· Contact clients to confirm receipt of forms or request return of completed forms

· Maintain current client information in CRM database and electronic client files

· Communicate with home office and outside companies as needed to supply or obtain information to process new business or service existing business

· Prepare/print applications, new account paperwork, letters of instruction, etc. for client signature

· Prepare insurance policies for client signature and delivery

Client Service Support

· Review insurance applications, conversions and policy changes for completeness and accuracy and return to advisor for any missing information

· Arrange medical, paramedical and any exams necessary to fulfill insurance underwriting requirements

· Provide current status and account values for non-securities related accounts

· Contact clients regarding late payments

· Monitor and expedite requirements needed in the underwriting process

· Process incoming non-securities related insurance service requests from clients (process address changes, bank change information, loan requests and billing service inquiries)

· Prepare account summaries for client review meeting

· Receive and forward checks and related paperwork to the network office and home office operation areas

· Provide account values and performance to clients at the direction of advisor

· Initiate fund transfers, exchanges and redemption requests

· Gather information for client meetings with clients/prospects (prospectuses, annual reports, Morningstar reports)

· Enter client data into planning software

Qualifications

· Experience in administrative support or customer service

· Health and life licensed (or gain licensing within 6 months of employment)

· Excellent oral and written communication skills

· Familiarity with Microsoft applications and data entry and information retrieval software

· Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

· Strong attention to detail with the ability to work with a high degree of accuracy

· Ability to work in a fast-paced environment

· Ability to work both independently and on a team

· Ability to maintain confidentiality

· Continue insurance education through schools, academies, licenses, registrations and designations

Incentives

· Competitive compensation

· Employer retirement plan with matching contribution

· Full benefits including medical, dental, vision, life and long-term disability insurance

· Flexible scheduling with sick and vacation pay

· Reimbursement for expenses related to industry licenses or professional accreditation programs

Opportunity to gain knowledge and experience by working with a highly respected and successful financial services team

Pay: $45,000.00 - $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Work from home

Work Location: In person

Quick Apply

Refine Your Search

customer service/data entry jobs in philadelphia, pa

Client Service Associate

Data Entry / Surety Bond Processor

Customer Service Representative

Data Entry/Customer Service

Customer Service Representative

Data Control Clerk

Administrative Assistant (Remote – Work From Home | Full-Time / Part-Time)

Central Supply/Medical Records

Call Center Representative

Member Service Representative

Entry Level Customer Representative

Patient Service Representative

Inventory Clerk

Customer Service Representative

Client Coordinator

Claims Assistant

Client Service I Representative- Shipping/ Receiving

Scheduling Specialist - Cherry Hill GI

Office Support Coordinator

Scheduling Specialist - Orthopedics

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