- 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- Morgan Stanley (Monroeville, PA)
- *POSITION SUMMARY* Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. ... The Client Service Associate assists with the development...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …Position:** The Client Services Representative - Servicing supports all client requests originating within the Private Bank Service Team. This position ... of education and experience preferred * 2 years of bank operations and/or client service experience preferred **Essential Skills and Abilities:** * Keen… more
- CBRE (Pittsburgh, PA)
- Client Services Coordinator - Administrative Job ID 180696 Posted 16-Aug-2024 Service line Advisory Segment Role type Full-time Areas of Interest ... with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation). **About the Role:** As a Client Services Coordinator, you will be responsible for… more
- Banfield Pet Hospital (Pittsburgh, PA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... team. . Actively recruit new clients by promoting hospital services and route the flow of clients and pets...* Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *… more
- Kestra Financial (Sewickley, PA)
- The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent ... infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills...will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- Banfield Pet Hospital (Pittsburgh, PA)
- Client Service Coordinator SUMMARY OF JOB...and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation,… more
- CDM Smith (Pittsburgh, PA)
- …in the mid Atlantic, Southeast, or in Houston CDM Smith is seeking an Industrial Client Service Leader to help further accelerate the growth of our Industrial ... needs. As an integral member of our dynamic Industrial team, the Client Service Leader contributes by: -Leading business development, client engagement, … more
- Banfield Pet Hospital (Pittsburgh, PA)
- SUMMARY OF JOB PURPOSE AND FUNCTION: The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... team. . Actively recruit new clients by promoting hospital services and route the flow of clients and pets...training is preferred. Start your Banfield Career as a Client Service Coordinator. Learn more about the… more
- Trane Technologies (Moon Township, PA)
- …for poor performing service agreements. + Provides a weekly activity plan to the Client Service Team Leader and Area Service Manager. + Attends sales and ... onsite 3 days each week. **What you will do:** Delivers positive customer service experience and sales solutions to our customers while meeting financial and… more
- VCA Animal Hospitals (Pittsburgh, PA)
- VCA Met Vet West Animal Hospital is seeking an experienced Client Service Representative to join our team. **Why We Need You** As the face of VCA, the Client ... around which the hospital operates and is responsible for: * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and… more
- UPMC (Pittsburgh, PA)
- …the incumbent is up to date on new approaches, best practices and recovery-oriented services . + BLENDED LEVEL OF SERVICE COORDINATION Ensures the frequency of ... but at the very least once a month. Provide a full range of Service Coordination services to a designated caseload maximum of 30 individuals for adults and 25… more
- Highmark Health (Pittsburgh, PA)
- …Network **Job Description :** GENERAL OVERVIEW: Acts as a liaison between the client and the laboratory providing patient information and resolution of patient care ... laboratory results to clients using multiple technologies. (50%) + Investigates client concerns and notifies appropriate personnel of resolution. (35%) +… more
- Bank of America (Pittsburgh, PA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities.… more
- Anywhere Real Estate (Pittsburgh, PA)
- …drive progress. + Serve as a valuable resource for leadership, production, and service staff by developing and enhancing workflows to optimize customer service , ... weekly, monthly, and quarterly presentations related to the state of the agency, service and financial metrics, and insurance market conditions + Provide analysis of… more
- Deloitte (Pittsburgh, PA)
- …lead role within an account team framework (ie working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners and other ... culture, organizational structure, competitive landscape, and differentiators from the client 's perspective.* Utilize broad understanding of Deloitte's service … more
- WTW (Pittsburgh, PA)
- …and benefits and broader benefits issues. You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships ... brokerage environment + Track record of success in managing and growing large client relationships, together with proven ability to generate revenue + An executive… more
- Truist (Pittsburgh, PA)
- …meetings, completing follow up as needed and clearly communicating within the team. ** Service Support** Provide superior client service to Commercial ... review the following job description:** Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and… more
- Bank of America (Pittsburgh, PA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... plus + Professional verbal and written communication **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Senior within PNC's Guest Services organization, you will ... Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. + Gathers required… more