Client Services Associate
Wells Fargo Advisors Financial Network
Job Description
Job Description
We are an Investment Firm providing Investment Advisory Services and Financial Planning to clients ranging from individuals, businesses, 401k plans and more. We are seeking a motivated, detail-oriented Client Service Associate to join our growing financial services team. This individual will play a key role in delivering exceptional service to our clients while supporting our financial advisors and the other client service associates with day-to-day administrative and operational responsibilities.
Responsibilities:
- Provide outstanding client service through phone, email, and in-person interactions.
- Assist with account opening, maintenance, and client paperwork.
- Schedule appointments and help coordinate client meetings.
- Process service requests and ensure timely follow-up.
- Maintain accurate client records and documentation.
- Support advisors with administrative and operational tasks.
- Collaborate with team members to ensure an exceptional client experience.
Qualifications:
- Strong communication, interpersonal skills and professonal appearance.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office and the ability to learn industry software.
- Previous client service, administrative, or financial services experience is preferred but not required.
We offer a professional, team-oriented environment with opportunities for growth and development. If you are committed to providing exceptional client service and enjoy working in a collaborative setting, we encourage you to apply.
*Potential Signing Bonus for those already in a similar position in the Financial Services Industry
*Potential additional signing bonus for those holding a series 6,7,63,65 or 66
*Potential relocation/moving expense bonus for a successful hire seeking to move or return to the area
*Potential bonus for someone with experience / employment with Wells Fargo Advisors and knowledge of systems.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Greensburg, PA vacancy
- ...Patient Services Associate - Urology $2,500 SIGN-ON BONUS Job Summary Perform administrative and secretarial functions in direct support of the Physician Practice. Position has direct customer contact to obtain accurate demographic and insurance information and...SuggestedWork at officeImmediate startRelocation packageAll shiftsShift workRotating shift
- ...an offer will be required to successfully complete a background check and drug test as a condition of employment. Office Services Associate 2 months contract Latrobe, PA 15650 8:00 AM - 5:00 PM POSITION PROFILE Provides operations functions in one or all...SuggestedContract workWork experience placementWork at office
Metasys Technologies
Latrobe, PA1 day ago - ...Patient Service Associate - Orthopedics And Sports Medicine Perform administrative and secretarial functions in direct support of the Physician Practice. Position has direct customer contact to obtain accurate demographic and insurance information and to facilitate...SuggestedWork at officeImmediate startShift workRotating shift
- ...Job Title Cashier Role Summary Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry out financial transactions. Always ready to help with customer questions and...SuggestedWorldwideWeekend workAfternoon shift
- ...SysCom Inc. in West Virginia is looking for a dedicated Customer Service Representative to enhance the customer experience. The ideal candidate will effectively handle inquiries, ensuring customer satisfaction and resolving issues promptly. Proven experience, exceptional...SuggestedHourly pay
Burjline Builders
United, PA1 day ago - ...SysCom Inc., located in West Virginia, is seeking a Customer Service Representative to be the first point of contact for clients. This role is key in enhancing customer experience, requiring strong communication and problem-solving skills. Join a growing team dedicated...
Qureos
United, PA1 day ago - ...Facilitate referrals, authorizations, scheduling, and patient flow through the process. Responsibilities Ensure positive customer service atmosphere and interaction in reception area. Interact with co-workers and internal customers in a respectful and professional...Work at officeRotating shift
- ...Overview & Responsibilities OFFICE SERVICES : Maintain Printer supplies for all campus Printers. Fill Xerox machines with paper every morning. Check cabinets for toner and paper supplies. Maintain printer inventory / supplies. Distribute Mail. Prepare...Contract workWork at officeLocal areaShift workNight shiftWeekend workDay shift
Elliott Company
Jeannette, PA1 day ago $24 - $26 per hour
...Customer Service Manager As a customer service manager with Matt Knizner Agency, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire...Hourly payFor contractorsWork at officeRelocation packageFlexible hoursMatthew Knizner - State Farm Agent
Greensburg, PA3 days ago- ...Customer Service Advisors/Lube Technicians Are you considering a career in automotive? At Premium Velocity Auto/ Jiffy Lube (PVA), no automotive experience is required! Transfer your customer service skills and retail sales knowledge to an industry that will really...Full timeTemporary workLocal areaImmediate startFlexible hours
Premium Velocity Auto LLC
Greensburg, PA4 days ago $69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hoursHMG Careers
Youngwood, PA18 days ago- ...- DME position is primarily responsible for handling customer orders for specific durable medical equipment, medical products and services. In this role, the CSA I will field incoming or outgoing calls from patients, care givers, referral sources, or commercial accounts...
- ...continue to learn, evolve, and shape what comes next on our mission to make better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience by ensuring safe and quality food is prepared and served; and...Work at officeLocal areaShift work
Chipotle
Greensburg, PA3 days ago - We're looking for someone who actually enjoys talking to people even the frustrated ones. This isn't about reading scripts or hitting reply quotas. It's about listening, figuring out what went wrong, and making it right so the customer walks away feeling heard and taken...
Qureos
United, PA2 days ago - ...Customer Service Associate Big Lots is seeking motivated individuals to support our Stores as we provide essential products at great values to the communities we serve. Summary As a Big Lots Customer Service Associate you will be responsible for providing excellent...Daily paidMonday to FridayFlexible hoursAfternoon shift
- ...through innovation, operational excellence, and an unwavering commitment to our customers. We're looking for an experienced Customer Service Manager who is passionate about developing people, improving processes, and delivering an exceptional customer experience. In this...Full timeWork at office
RiteScreen
Export, PA3 days ago - Job Title Location 2200 Greengate Center Cir, Greensburg, PA, 15601, United States Job Category Banking, Finance Industry Banking, Finance Employee Type Non Exempt FT Manage Others No Somerset Trust Company
- ...Customer Service Associate The CSA has the primary responsibility of handling initial customer contact either in person or over the telephone. These customer contacts may be with the patient, a caregiver, a referral source, or a commercial account. They are there to...Rotating shift
$77k - $143k
...real-time access support and work closely with Patient Specialty Services (PSS) to ensure seamless customer experience. Harness... ...leadership and customer engagement are central to success. For Associate Level opportunities, applicants with limited prior sales experience...InternshipLocal areaRemote workHome officeVisa sponsorshipRelocation package$74k - $105.82k
...everywhere. Apply today! Primary Duties And Responsibilities Leads the client facing relationship with all levels of pharmacy and supply... ...challenges that can be addressed by ABC’s programs/solutions/services. Develop and maintain territory and account plans that align...Full timeLocal areaNight shiftCencora
United, PA1 day ago- ...Customer Service and Sales Representative Are you a people-person who thrives on turning conversations into connectionsand connections... ...and Sales Representative, you'll be at the heart of our client experience. You'll guide, support, and inspire customers while...Remote workFlexible hours
- ...Are you a seasoned Service Advisor with a passion for customer service and automotive excellence? C. Harper Auto Group is seeking a dedicated Service Advisor to join our growing team at our Chevy East Dealership. This is an outstanding opportunity for an experienced professional...Temporary workLocal area
C. Harper Chevrolet - East
New Alexandria, PA2 days ago - ...Service Advisor Irwin, PA Join the Jim Shorkey Auto Group Family as a Service Advisor Irwin, PA! Are you passionate about delivering top-notch customer service and thrive in a fast-paced, team-oriented environment? Jim Shorkey Auto Group, a trusted name in the automotive...
Jim Shorkey Auto Group
Irwin, PA11 hours ago - Qureos is looking for a dedicated individual for a customer service position. In this role, you will handle customer interactions with... ...ensuring that complaints are resolved to the satisfaction of our clients. The ideal candidate will have 1-2 years of customer-facing...
$14.45 - $17 per hour
...for managing rental accounts by delivering exceptional customer service, selling new products to our customers, driving account... ...race (the definition of race also includes traits historically associated with race, including, but not limited to, hair texture and braids...Hourly payWeekly payFull timeLocal areaFlexible hoursWeekday workRent-A-Center
Greensburg, PA1 day ago- ...if this position leads to conversion, the candidate will drive client vehicles) Dress Code Golf/Polo Shirt or similar type, Long... ...completed on time and with 100% accuracy per the established Service Level Agreements in the customer's contract. Daily mail runs, mail...Contract workTemporary workWork at officeImmediate start
LanceSoft
Latrobe, PA1 day ago - ...Supervisor's Title Area Coach (AC) Directly Supervises Associate General Managers / Shift Managers / Hourly Crew Basic Purpose... ...plan. Focal points include: • Driving excellence in customer service • Maintaining company standards in product and facility...Hourly payAll shiftsShift work
Taco Bell
Greensburg, PA3 days ago - ...members to be future Kitchen Leaders+ Communicating with Crew members and customers effectively in order to ensure great customer service and throughput+ Ensuring the kitchen is properly cleaned and sanitized+ Monitoring kitchen equipment and ensuring it is kept in good...Local areaShift work
Chipotle Mexican Grill
Greensburg, PA1 day ago - ...your success! We are committed to ensuring our employees receive proper training so they can confidently provide excellent customer service to our customers every time they visit. A strong “promote from within” philosophy providing advancement opportunities for all...Hourly payFull timeTraineeshipImmediate start
7-Eleven
Greensburg, PA2 days ago - ...policy coverages, endorsements, etc. Required Skills and Abilities Excellent oral and written communication Excellent customer service Calculator Documentation Organize time, resources, and handle multiple high priorities Research and evaluate alternatives, reach...Full timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- environmental services attendant Greensburg, PA
- service advisors Greensburg, PA
- toyota service advisor Greensburg, PA
- health service specialist Greensburg, PA
- public service officer Greensburg, PA
- nutrition services aide Greensburg, PA
- service administrator Greensburg, PA
- health services administrator Greensburg, PA
- food service officer Greensburg, PA
- car service advisor Greensburg, PA