- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... basis + Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and competing priorities daily in pursuit of… more
- Vanguard (Malvern, PA)
- …experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative. At Vanguard, we believe in supporting our ... supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: +...a role. This position is not intended as a stepping- stone for advancement into other roles and incentives individuals… more