Top 127 Independent representative Jobs in Reading, 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
Word Processing Specialist
The Stevens & Lee Companies —Reading, PA
- Full-time
- Microsoft Outlook
- Mid-level
- High school diploma or GED
Quick Apply
Compliance, Quality and Risk Executive Assistant
Caron Treatment Centers —Wernersville, PA
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
3d
Employer Relations Specialist-BTI
Ancora Education —Wyomissing, PA
- $23 - $28 an hour
- Full-time
- Customer service
- Research
- Mid-level
Quick Apply
Independent Scanning Specialist
RDSolutions —Coatesville, PA
- Part-time
- 18 years or older
- Clean driving record
- High school diploma or GED
- Mileage reimbursement
- 401(k) matching
14d
Acquisitions Sales Representative - Reading, Pennsylvania
Kendall Hunt Publishing —Reading, PA
- From $60,000 a year
- Full-time
- Remote
- Clean driving record
- Mid-level
- Driver's License
- Profit sharing
- Paid holidays
Quick Apply
10d
Physical Therapist- Home Health Visits
BAYADA Home Health Care —Wyomissing, PA
- $65 - $75 per point
- Part-time
- Physical & Rehabilitation Medicine
- Mid-level
- Home Health
- Mileage reimbursement
- Paid holidays
Quick Apply
5d
Weekend Physical Therapist (PT)- Home Health Visits
BAYADA Home Health Care —Wyomissing, PA
- $65 - $75 per point
- Physical & Rehabilitation Medicine
- Mid-level
- Home Health
- Mileage reimbursement
- Paid holidays
Quick Apply
5d
Physical Therapist Assistant
TalentBurst, Inc. —Laureldale, PA
- $1,400 - $1,420 a week
- Contract
- Physical & Rehabilitation Medicine
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
B2B Sales Representative
Pella Windows and Doors by Gunton Corporation —Reading, PA
- $85,000 - $200,000 a year
- Full-time
- Clean driving record
- Mid-level
- Ability to lift 50 pounds
- Profit sharing
- Paid training
Quick Apply
6d
Physical Therapist, PT, Home Health Visits
BAYADA Home Health Care —Pottstown, PA
- $64 - $73 per point
- Part-time
- Physical & Rehabilitation Medicine
- Mid-level
- Home Health
- Mileage reimbursement
- Paid holidays
Quick Apply
11d
Speech Language Pathologist-Senior Living Visits
BAYADA Home Health Care —Sinking Spring, PA
- Per diem
- Mid-level
- Office
- Home Health
- Health insurance
- Dental insurance
Quick Apply
Outside Sales Representative / Route Sales – Established Territory (Morgantown, PA)
KEYSTONE BINGO SUPPLY, INC. —Morgantown, PA
- $60,000 - $90,000 a year
- Full-time
- Clean driving record
- Mid-level
- Business development
- Paid training
- Disability insurance
Quick Apply
7d
Outpatient Physical Therapist, PT, Senior Living Visits
BAYADA Home Health Care —Shillington, PA
- Part-time
- Physical & Rehabilitation Medicine
- Mid-level
- Outpatient experience
- Mileage reimbursement
- Paid holidays
Quick Apply
11d
Physical Therapist- Senior Living Outpatient Visits
BAYADA Home Health Care —Sinking Spring, PA
- Part-time
- Physical & Rehabilitation Medicine
- Mid-level
- Outpatient experience
- Mileage reimbursement
- Paid holidays
Quick Apply
11d
Outpatient Physical Therapist, PT, Senior Living Visits
BAYADA Home Health Care —Boyertown, PA
- Full-time
- Physical & Rehabilitation Medicine
- Mid-level
- Outpatient experience
- Mileage reimbursement
- Paid holidays
Quick Apply
11d
Physical Therapist-Senior Living Visits
BAYADA Home Health Care —Sinking Spring, PA
- Full-time
- Physical & Rehabilitation Medicine
- Mid-level
- Home Health
- Mileage reimbursement
- Paid holidays
Quick Apply
1d
Speech Language Pathologist-Home Health Visits
BAYADA Home Health Care —Boyertown, PA
- Per diem
- Mid-level
- Home Health
- Geriatrics
- Health insurance
- Dental insurance
Quick Apply
Multi-Line Representative - State Farm Agent Team Member
Brad Maier - State Farm Agent —Breinigsville, PA
- $55,000 - $75,000 a year
- Full-time
- Office
- Business development
- Communication skills
- Paid time off
- 401(k) matching
Quick Apply
Senior Financial Analyst
Penske Truck Leasing and Logistics —Reading, PA
- Microsoft Access
- Pass drug screening
- Mid-level

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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

independent representative jobs in reading, pa

Client Service Representative

Word Processing Specialist

Compliance, Quality and Risk Executive Assistant

Employer Relations Specialist-BTI

Independent Scanning Specialist

Acquisitions Sales Representative - Reading, Pennsylvania

Physical Therapist- Home Health Visits

Weekend Physical Therapist (PT)- Home Health Visits

Physical Therapist Assistant

B2B Sales Representative

Physical Therapist, PT, Home Health Visits

Speech Language Pathologist-Senior Living Visits

Outside Sales Representative / Route Sales – Established Territory (Morgantown, PA)

Outpatient Physical Therapist, PT, Senior Living Visits

Physical Therapist- Senior Living Outpatient Visits

Outpatient Physical Therapist, PT, Senior Living Visits

Physical Therapist-Senior Living Visits

Speech Language Pathologist-Home Health Visits

Multi-Line Representative - State Farm Agent Team Member

Senior Financial Analyst

I want to receive the latest job alert for independent representative in reading, pa

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