Client Success Specialist - Financial Services Assistant
Mid Penn Bank
Mid Penn Bank is seeking a Financial Services Sales Assistant in Harrisburg, PA to manage client service needs and ensure an exemplary client experience for financial services clients and prospects. You will maintain client records, coordinate appointments, and act as liaison to Financial Advisors. The role includes administrative duties, event coordination, and timely communication with clients to support sales initiatives. #J-18808-Ljbffr Mid Penn Bank
- ...business owners. We are seeking a highly organized, client-focused Financial Services Client Assistant to join our team in Louisville. This is an excellent... ...operational and administrative needs What Makes You Successful Experience in insurance operations, underwriting support...SuggestedFull timeWork at office
- ...or an alternative application process. Regular Full Time Harrisburg, PA, US Position Overview The Financial Services Sales Assistant is responsible for managing client service needs and providing an exemplary client experience for Mid Penn Financial Services clients and...SuggestedFull timeWork experience placementWork at officeWork visaFlexible hours
- Energy Assistance Services Finance Assistant #EM02-28610 Position Type Full-time Job Description... ...Manager and is responsible for the financial administration of business services such... ...Issues checks, records payments to client accounts or organizational ledgers, and...SuggestedFull timeTemporary workWork experience placementWork at officeImmediate startFlexible hours
$20.2 - $24.04 per hour
...Wealth Management serves the financial needs of private clients, including high net worth... ...the highest standards of service and integrity. Through our... ...Parental Leave Employee Assistance Program (EAP) Traditional... ...will support our ongoing success. Wintrust Financial Corporation...SuggestedHourly payTemporary workWork at officeFlexible hours$26 - $32 per hour
...Job Title: Client Success Specialist Location: Lawrence, NY (Full-Time, In-Office; Fridays remote... ...(DOE) Who We Are Waste Solution Services (WSS) helps multifamily and commercial... ...vendors to expedite service delivery. Assist in resolving service failures, missed...SuggestedHourly payFull timeWork at officeRemote work- ...Accounting Clerks! Accounting Clerks in our Financial Operations Section prepare, post and... ...REQUIREMENTS To perform this job successfully, an individual must be able to perform... ...or training. Preferred: Prior financial services industry experience. Accounting Clerk II...Monday to Friday
$21 - $28 per hour
...Client Success Specialist The Client Success Specialist is a pivotal role that... ...an exceptional after-sales service experience, upholding the... ...knowledge to accurately advise and assist clients. Feedback... ..., emotional, physical, and financial well-being. We also offer competitive...Full timeWork at officeRemote work$70k - $120k
...US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers... ...and innovation. Premier Client Service Specialist Office Location: Dallas, TX or Jersey... ...your contributions to our team's success Base pay for a successful...Contract workWork at officeLocal area$16.9 per hour
Job no: 561367 Work type: Student Assistant Location: San Bernardino - San Bernardino Campus... ...and helping to reconcile month‑end financial statements. Additional responsibilities... ...Assist with purchase orders, Printing Services requests, IT requests and Facilities requests...Hourly payFull timeTemporary workPart timeSummer workSeasonal workWork at officeRemote workMonday to FridayMonday to Thursday- ...States is seeking a motivated professional to coordinate translation and related services for diverse client projects. You will manage budgets, timelines, and communications to ensure successful delivery. The role requires strong English communication, problem solving, and...
- Cass Information Systems, Inc. is seeking a Client Success Manager to cultivate positive client relationships, understand client operations, and advocate Cass services to drive satisfaction and expand revenue. You will coordinate with sales and marketing, maintain governance...
$19 per hour
Financial Aid Office Assistant (FWS Only) Financial Aid Office Assistant (FWS Only) Location: Wellesley... ...fosters educationalexcellence and academic success to prepare students for local and... ...in need; High volume customer service experience. Additional Information:...Hourly payPart timeWork at officeLocal area- ...The Michigan State University Office of Financial Aid seeks two highly motivated... ...individuals to join our team as Financial Aid Assistants. Successful candidates will: assist in analyzing... ...individuals, the public, and student services; willingness and ability to travel; excellent...Work experience placementWork at officeRemote workFlexible hours
$31.83 per hour
...New Haven, Connecticut The YPM & IPCH Financial Assistant 4 provides comprehensive financial and... ...groups and provide high-level customer service. 3. Demonstrated proficiency with... ...requirements. All offers are contingent upon the successful completion of the background check....Full timeWork experience placementWork at office- ...across multiple business units, ensuring smooth operations and timely client servicing. The role emphasizes use of Peoplesoft and Microsoft Office, with opportunities to expand knowledge across financial services processes. The candidate will work onsite in Las Vegas,...Work at office
$18.83 per hour
Financial Aid Assistant (FT), CFRN13563SFA The College of DuPage is a comprehensive community college... ...of DuPage is committed to student success and values an inclusive and welcoming... ...need and provide outstanding customer service to students, parents and the College community...Hourly payFull timeWork at officeLocal areaRemote workShift workNight shift- ...Commercial Loan Officers to service business relationships and provide... ...customer needs, maintain financial information, and monitor portfolio... ...What Will Help You Succeed Success in this role requires strong... ...-related documentation. Assist with commercial credit requests...Full timeWork at office
$15.76 per hour
...education transforms lives — and financial access makes that... ...students, thrive in a fast-paced service environment, and take pride in... ...opportunity to support student success every day. About Us Indian River... ...Aid Office. Duties include assisting students and parents through...Temporary workWork experience placementWork at officeFlexible hours- ...TrueScripts Management Services is a pharmacist-... ...plan! Employee Assistance Program A... ...program including financial incentives, chiropractic... ...and continued success. Our culture is... ...utmost respect for clients and their members... ...and Billing Specialist will assist in client...Work at office
$35 - $41 per hour
...Assistant Accounting Coordinator The Assistant Accounting Coordinator follows a variety... ...Old Republic Title National Commercial Services (NCS) office transactions characteristically... ...ORT Corporate. Skills required to be successful : Minimum 5 years of accounting /...Minimum wageWork at officeLocal areaRemote workFlexible hours2 days per week$28.69 - $39.01 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...and contribute to our shared success. This includes attracting and... ...- whether shaped by military service, community college education,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$115k - $130k
...LCOM ), providing strategic oversight of financial planning, accounting operations,... ...departmental administrators, University Financial Services, the University of Vermont Medical... ...a critical role in this effort and the successful candidate will demonstrate a strong commitment...Full timeWork at officeRemote work$22 - $32 per hour
Build Relationships. Deliver Confidence. Drive Payroll Success. At TalentPro, our clients aren't looking for a payroll processor. They're... ...paid accurately and on time. We're seeking a Client Service Payroll Specialist who thrives on building relationships, solving problems...Full timeCasual workInternshipLive inWork at officeRemote workFlexible hours- Conventus Holdings Corporation in the United States is seeking an Associate, Customer Success to support loan origination and client relationships on a remote basis. You will help move deals through the pipeline, coordinate communications, and maintain accurate sales records...Remote jobWork at office
- ...Management Team for 51+ sized clients in a fast-paced... ...required to successfully perform required job duties... ...repeating. Supports and assists with corporate initiatives... ...escalated client service issues across claims,... ...support experience in a financial service, health insurance...Work at office
$27 - $30 per hour
...leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing... ...and payroll teams Secondary Duties: Assists billing supervisor with collection... ...an employee-owner, sharing in the success of our company and shaping its...Hourly payFull timeRemote workMonday to Friday$23 - $25 per hour
...Supportive Culture Your Challenge: Greet and assist visitors. Manage incoming and outgoing... ...specifications and standards for successful bank validation. Oversee the printing and... ..., technologically advanced products and services. Our revenues are generated by providing...Hourly payWork at office- ...Disability Insurance Employee Assistance Program 401(k) Pet Insurance... ...and community reentry services. From the development of state... ...wellbeing: physical, emotional, and financial. With comprehensive benefits... ...you need here to be successful. Responsibilities Summary Under...Full timeWork at officeWorldwideFlexible hours
- ...accounting and clerical services. This role requires an excellent... ...compile documents for client billing Payroll... ...and maintain filing system Assistance with preparation of financial statements and related management... ...well-being, growth, and success of our employees by...Work at office
$21 - $24 per hour
...is absolutely critical to its success. As a family owned & operated... ...the same award-winning service and value that our community... ...Disability Insurance LAP (Life Assistance Program) Basic Life, Dependent... ...reflects itemized charges for each client. Reconcile reports for...Hourly payWork at office
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