Top 804 Customer service representative Jobs in Schwenksville, 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
10d
Customer Service & Order Management Specialist, Technical Manufacturing
#twiceasnice Recruiting —Lansdale, PA
- $60,000 - $70,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
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
Quality Assurance Specialist
Ultimate Home Services —King of Prussia, PA
- $19 - $21 an hour
- Full-time
- 18 years or older
- Mid-level
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
Client Services Coordinator (Dispatcher)
Confidential —Willow Grove, PA
- $55,000 - $60,000 a year
- Full-time
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Customer Service
T.J. Pupillo, Inc. —Harleysville, PA
- From $18 an hour
- Full-time
- Office
- High school diploma or GED
- Typing
3d
Customer Service Associate
Cass Executives —Phoenixville, PA
- $3,600 - $4,800 a month
- Full-time
- In-person
- 2 years
- Communication skills
Quick Apply
4d
Customer Service Rep
super marketers —Harleysville, PA
- Office
- Entry level
Customer Service Representative – Entry Level
SLM Facilities —Green Lane, PA
- Monday to Friday
- Microsoft Word
- Microsoft Outlook
- ERP systems
2d
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
Quick Apply
Customer Service Representative – Level 1
SLM Facilities —Green Lane, PA
- Monday to Friday
- Microsoft Outlook
- ERP systems
- Office
2d
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
Quick Apply
Customer Service Specialist
Multisource Mfg —Oaks, PA
- $25 - $30 an hour
- 8 hour shift
- Inventory management
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
12d
Customer Service Representative
ITW Performance Polymers —Montgomeryville, PA
- $28 - $30 an hour
- Full-time
- ERP systems
- High school diploma or GED
- 1 year
Customer Support Specialist
Touchpoint Industries —Phoenixville, PA
- Customer service
- Entry level
Entry Level Customer Service Representative
SLM Facility Solutions Nationwide —Green Lane, PA
- Full-time
- Microsoft Outlook
- ERP systems
- Office
- Paid training
- Wellness program
Quick Apply
8d
Customer Service Representative
ITW Electrostatics —Hatfield, PA
- Full-time
- Computer literacy
- Office
- High school diploma or GED
Allstate Insurance Customer Service Representative-Hybrid
Johanna James-Allstate —Harleysville, PA
- $40,000 - $60,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Computer skills
- Communication skills
- Paid holidays
- Paid time off
Quick Apply
Insurance Customer Service Representative
State Farm Insurance - Sean Collins —Phoenixville, PA
- $55,000 - $75,000 a year
- Office
- High school diploma or GED
- Organizational skills
Quick Apply
Branch Specialist
AAA East Central —Royersford, PA
- Computer literacy
- Office
- High school diploma or GED
- Paid parental leave
- Health insurance
2d

I want to receive the latest job alert for customer service representative in schwenksville, 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

customer service representative jobs near schwenksville, pa

Customer Service Representative jobs in King Of Prussia, PA

Customer Service Representative jobs in Lansdale, PA

Customer Service Representative jobs in Phoenixville, PA

Customer Service Representative jobs in Royersford, PA

Customer Service Representative jobs in Marietta, GA

Trading Support Customer jobs in Remote

Call Center Customer Service Work From Home jobs in Mcallen, TX

Customer Service Representative jobs in Buffalo, NY

Customer Service Representative jobs in Portland, ME

Customer Service Representative jobs in Rancho Cucamonga, CA

Customer Service jobs in Portland, OR

Work From Home Customer Service jobs in West Palm Beach, FL

Victim Service Coordinator jobs in Texas

Customer Service jobs in Lawrence, KS

Customer Service Representative jobs in Omaha, NE

Customer Service Representative jobs in Aurora, IL

Bottle Service jobs in Miami Beach, FL

Customer Service Representative jobs in Pittsburgh, PA

Customer Service Representative jobs in Toms River, NJ

Child Protective Service jobs in Boston, MA

Client Service Representative

Andrew Hoff Agency
Royersford, PA

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year
10 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

customer service representative jobs in schwenksville, pa

Client Service Representative

Customer Service & Order Management Specialist, Technical Manufacturing

Client Service Representative

Quality Assurance Specialist

Client Services Coordinator (Dispatcher)

Customer Service

Customer Service Associate

Customer Service Rep

Customer Service Representative – Entry Level

Customer Service Representative

Customer Service Representative – Level 1

Remote Customer Service/Sales Representative

Customer Service Specialist

Customer Service Representative

Customer Support Specialist

Entry Level Customer Service Representative

Customer Service Representative

Allstate Insurance Customer Service Representative-Hybrid

Insurance Customer Service Representative

Branch Specialist

I want to receive the latest job alert for customer service representative in schwenksville, pa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected