Top 17 client services associate Jobs in wyomissing pa

Client Services Associate
Antanavage Farbiarz PLLC —Hamburg, PA
- $19 - $22 an hour
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Paid training
- Health insurance
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6d
Inside Sales / Customer Support
Sylvin Technologies —Denver, PA
- $24 - $26 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
2d
Client Support Manager
Tait —Lititz, PA
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Paid parental leave
- Health savings account
8d
Client Services Associate - Wyomissing, PA
Savant —Wyomissing, PA
- $57,000 - $76,600 a year
- Full-time
- Microsoft Outlook
- Inventory management
- Mid-level
- Health savings account
- AD&D insurance
Registered Client Services Associate - Brokerage
Fulton Bank —Ephrata, PA
- $24.81 - $41.35 an hour
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Wellness program
- Health savings account
Client Growth Associate
TCShadowlight —Leola, PA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid time off
- 401(k) matching
Quick Apply
ERP Business Analyst - Sales & Customer Service
East Penn Manufacturing - Deka Batteries —Lyon Station, PA
- Full-time
- Customer service
- 5 years
- Mid-level
- Paid holidays
- Health insurance
Branch Service Manager/Sr. Registered Client Associate
Royal Bank of Canada —Lancaster, PA
- Full-time
- Mid-level
- Office
- 3 years

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Financial Advisor/Wealth Manager - Philadelphia
Florida Financial Advisors —Philadelphia, PA
Tristate Financial Advisors (An FFA Company) provides the ability to create your own financial success through helping clients enjoy their own.
$70,000 - $100,000 a year
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Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Bala-Cynwyd, PA
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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Client Service Excellence Representative - RS
Vanguard —Columbus, OH
This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). Partner with our clients via inbound phone calls to assist…
$52,000 - $67,500 a year

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client services associate jobs near wyomissing pa

Client Services Associate

Antanavage Farbiarz PLLC
Hamburg, PA

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Job Details

Full-time
$19 - $22 an hour
6 days ago

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Administrative experience
High school diploma or GED
Legal administrative experience
Organizational skills
Law office
Typing
Productivity software
Account management
Grammar Experience

Full Job Description

Job Summary
Our busy legal firm is looking for an efficient, organized legal assistant to help our attorneys and paralegals assist clients and ensure we’re operating efficiently. You’ll assist with the preparation of legal documents, and handle all office correspondence, including answering phone calls and emails, arranging meetings and travel, and reminding the team of upcoming deadlines. If you have experience in a law firm environment, work well under pressure, and are looking for a rewarding opportunity in the legal industry, we want to connect with you.

Responsibilities

Greet clients and answer phones at both offices; triage prospective client calls using our intake procedures and make sure every inquiry is properly logged and routed to the right team member
Provide logistical support for estate planning and estate administration signing meetings: prepare packages, coordinate notary and witnesses, attend meetings, and complete all post-signing tasks the same day
Keep both offices running: daily mail distribution and scanning, document filing and shredding, billing statement preparation, and client file maintenance in Smokeball
Support the Estate Planning Legal Assistant with trust funding follow-up correspondence and client communication tasks as directed
Prepare materials and folders for client consultations and intake appointments
Proofread documents and correspondence before they go out
Work in Smokeball, Lawmatics, and other firm systems — we will train you on all of it
Act as the main liaison between clients and internal teams, ensuring clear communication and timely resolution of inquiries
Manage client accounts using CRM (Customer Relationship Management) systems such as Salesforce to track interactions, opportunities, and service requests
Support project management efforts by coordinating tasks, timelines, and deliverables across departments to meet client expectations
Assist in developing and executing marketing strategies aimed at enhancing client engagement and retention
Analyze client data to identify trends, opportunities for growth, and areas for improvement in service delivery
Provide exceptional customer service by addressing questions, resolving issues promptly, and maintaining positive relationships
Collaborate with sales teams to identify upselling opportunities and support new business development initiatives

Qualifications

Warm, professional, and calm under pressure — the clients we serve are often going through one of the hardest times of their lives, and the way you answer the phone matters
Ability to comfortably use all Microsoft Office products
Minimum 1-2 years of experience in a law firm or office environment as an administrative assistant or secretary
Candidates should have strong organizational skills and communication skills
Must be able to type at least 50 WPM
Associate’s degree, or some college is preferred; high school diploma or equivalent is necessary
Organized and reliable: you follow through, you don’t drop tasks, and you take ownership of your work without needing to be reminded
Comfortable traveling between Hamburg and Wyomissing offices on a regular weekly schedule — both are accessible in the greater Berks County area
Strong written communication skills: accurate spelling, grammar, and attention to detail are essential in this role
Tech-comfortable: proficiency in Microsoft Office and a willingness to learn document management and legal software
Prior experience in a law firm, financial services office, medical practice, or other professional services environment is a plus
Prior experience or familiarity with estate planning, probate, or estate administration is a plus but not required
Interest in growing into a legal assistant career — this role has real room for development for the right person

Pay: $19.00 - $22.00 per hour

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Paid training
Vision insurance

Experience:

Law office: 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in wyomissing pa

Client Services Associate

Inside Sales / Customer Support

Client Support Manager

Client Services Associate - Wyomissing, PA

Registered Client Services Associate - Brokerage

Client Growth Associate

ERP Business Analyst - Sales & Customer Service

Branch Service Manager/Sr. Registered Client Associate

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