Client-Focused Investment Services & Admin Specialist
Orrstown Bank
Orrstown Bank in Carlisle, PA seeks an Investment Services Specialist / Administrative Assistant to provide sales support to investment representatives, manage calendars, prepare client reports, and open broker-dealer accounts. The role emphasizes client interaction, documentation, and license maintenance, with preferred Series 7/63 and Life/Health licenses. This is a full-time position with benefits and growth opportunities in financial services. #J-18808-Ljbffr Orrstown Bank
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- ...greets visitors, answers calls, and supports Account Managers with client needs and data entry. You will coordinate meetings, maintain... ...branches as needed. Strong communication and organization are essential for success. #J-18808-Ljbffr OneDigital Investment Advisors LLCFull timeWork at office
- ...Applicants Only The financial services industry is experiencing... ...qualified leads so you can focus on what you do best: helping... ...insurance solutions that fit each client's goals. Build lasting... ...provided. ✔️ Experienced mentors invested in your success. ✔️...Remote workFlexible hours
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$57.3k - $70k
...partners with health, education, and human services agencies to improve lives. Founded in 198... ...with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG... ...The Client Success Partner role will focus EDPlan Health, an electronic health record...H1bWork at officeLocal areaRemote workShift work$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Brooklyn, NY 11207 Job Summary: The Branch... ...Consultant I delivers front-line client service and transactional support by welcoming... ...goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently...Local area$19.13 - $28.69 per hour
...Branch Banking - Client Consultant II-Licensed Location: Brooklyn... ...various product details that focus on meeting the financial... ...have greater lending and basic investment interactions and will participate... ...met. Execute all sales, service, and banking transactions...Hourly payLocal area- ...how we deliver for our clients, teammates,... ...backgrounds and experiences and invest heavily in our teammates... ...'s capabilities and services to meet specific client... ...A high touch, client-focused individual with exceptional... ...the need for team specialists; collaborate closely...Shift workDay shift
- ...Client Sales Representative (Entry-Level) Summit Sky Consulting Remote | United States... ...communication and provide excellent customer service Participate in training, coaching, and... ...team members in a supportive, growth-focused environment What We Offer ~ Comprehensive...Full timeRemote workWork from home
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## Client Services RepresentativeApply: Sonora Quest Laboratories Corporate (424 S 56th St): Full time: Posted Today: R4455497**Primary City... ...collated monthly metrics, statistics and quality data while focusing on quality while demonstrating that the patient comes first...Weekly payFull timeWork from homeShift workWeekend work- Position Title: Client Relations Specialist Location: Bergen County, NJ Overview: A well-established mid-size law firm is seeking... ...clients throughout their engagement. This role focuses on delivering high-quality service, managing communications, and supporting case...
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### Job DescriptionWe are hiring a **Print Client Relationship Representative** to join our... ...concerns and provide timely, solutions-focused resolutions that build trust and client satisfaction... ...to help inform strategic decisions, services, and product development* Accurately...Contract workWork at officeLocal areaFlexible hours- LINQ Services is seeking a Client Services Specialist II for daytime, Monday-Friday shifts. This fully remote role is open to applicants in the United States... ...and build lasting client relationships. The position focuses on supporting clients across multiple channels,...Remote jobMonday to FridayDay shift
- J.P. Morgan in Brooklyn, NY is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients... .... You will build relationships and deliver personalized investment solutions, focusing on client education and experience. The ideal candidate...
- Job Summary The Client Services Specialist (CSS) is responsible for professionally responding to the immediate needs of clients related to transaction... .... Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment...Contract workWork at officeImmediate startNight shift
$18 - $22 per hour
Client Services Representative Department: Client Services/Customer Success Employment Type: Full Time Location: Milan, IL (4905) Reporting... ...skills, problem-solving abilities, and a customer/client-focused mindset, enabling them to effectively support and advocate for...Full timeWork at officeFlexible hours- Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receiving tools and mentorship to enroll... ...schedule that fits real-life needs.Responsibilities focus on helping families via a proven process, with...Remote jobHome office
- ## Client AdvisorApply: Onsite: Conshohocken, PA: PA Remote: Full time: Posted 5 Days Ago: JR107398**Summary... ...operates in a high-volume sales environment and focuses on delivering accurate, efficient, and consultative service to customers actively seeking coverage.**...Full timeWork at officeLocal areaImmediate startRemote work
$58.3k - $80.1k
# Registered Client Service AssociateAmeriprise FinancialVancouver, WAOct 08, 2026Finance## Job... ...manager and an insurer. Our unwavering focus on our clients and strong financial... ...Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities...Full timePart timeFor contractorsH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- BCB Community Bank seeks an Universal Banker in Hoboken, NJ. This full-time role focuses on delivering a top-notch customer experience and helping clients meet financial goals through banking solutions. You will process transactions, open accounts, and coordinate with partners...Full timeBank staff
- ...FUNCTIONS Agents at Acumen must exhibit a service-forward mindset as they embody the... ...enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization... ..., color vision and the ability to adjust focus Ability to work under stressful...Work experience placementWork at officeRemote workFlexible hoursNight shift
$18 - $25 per hour
...you passionate about delivering outstanding customer service? We're looking for enthusiastic Client Services Representatives! Join SeaTown, and you'll be... ...peripheral vision, depth perception, and ability to adjust focus Benefits Accrued PTO at 1 hour for every 40 hours...Local areaShift workWeekend work- ...We’re a diversified financial services leader with more than $1.5... ...small business and institutional clients. We are a longstanding leader... ...an insurer. Our unwavering focus on our clients and strong financial... ..., Columbia Threadneedle Investments and RiverSource Insurance and...Full timePart timeH1bWork at officeWork from homeHome office1 day per week
- ...someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . As a Client Service Associate and be the friendly face for... ...Willingness to learn and grow in a customer-focused role #J-18808-Ljbffr Jackson Hewitt - 1766Hourly payRelocation packageFlexible hours
- The Client Experience Specialist is responsible for supporting the day-to-day operational and direct client... ...a smooth client experience and that services are delivered in accordance with... ...all deadlines. Interpersonal Skills - Focuses on solving conflict; Maintains confidentiality...Immediate start
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