In-Office Client Services Associate for Financial Advisors
Vicus Capital
Vicus Capital in State College, PA is seeking a dedicated Client Services Associate to support financial advisors nationwide, handling account administration and paperwork with accuracy and professionalism. You will manage calendars and client communications, maintain CRM records, and process new account paperwork from start to finish, becoming a trusted operational partner who enhances client satisfaction and advisor success. #J-18808-Ljbffr Vicus Capital
$45k - $55k
..., were on a mission to redefine how financial advisors are supported. Headquartered in State... .... Now Hiring: Dedicated Client Services Associate About the Role Are you highly... ...Location: State College, PA (in-office) What You'll Be Doing Manage...Work at officeFull timeTemporary workImmediate startFlexible hoursShift work- Vicus Capital, based in State College, PA, is hiring a Dedicated Client Services Associate to support financial advisors and clients in-office. You’ll manage calendars, client communications, and account paperwork, acting as a trusted extension of our advisory team. The...Work at officeFull time
- ...management and investment products and services for individuals, companies, and... ...advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...America.Merrill is committed to an in-office culture that supports...Work at officeSeasonal workWork from homeDay shift
- ...develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of... ....Physical Requirements or Work Conditions Beyond Traditional Office Work: May require overnight travel for training purposes,...Work at officeNight shift
- ...management and investment products and services for individuals, companies, and... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...Merrill is committed to an in-office culture that supports collaboration...Work at officeSeasonal workWork from homeShift workDay shift
- ...College Regional Airport has year around openings for part time line service technicians. Job responsibilities: Fueling aircraft: GA to Commercial, towing aircraft, parking, customer service, office responsibilities. Military Aviation experience a plus but not necessary...Work at officePart time
- ...Northwest Tellers provide an excellent customer service experience by welcoming customers,... ...education service, and uncovering financial needs for referral to the appropriate line... ...opportunities and contributing to the overall office's overall sales performance goalsAssist...Work at officeFull timeWeekend workAfternoon shift
- ...Administrative Assistant in the Donald P. Bellisario College of Communications to support donor and alumni relations within the Advancement Office. This full-time, hybrid role contributes to Penn State’s fundraising and engagement efforts by handling schedules, budgeting...Work at officeFull time
$14 per hour
...Job Title: Part-Time Customer Service Representative Penn State Transportation Services is hiring part-time Customer Service Representatives... .... Candidates do not need any experience, but we are looking for customer service and basic office skills. Penn State UniversityWork at officeHourly payFull timePart timeSummer work10 hours per weekFlexible hoursShift workNight shiftAfternoon shift$16 - $22 per hour
FedEx is seeking Retail Customer Associates to work in FedEx Office retail locations assisting customers with shipping services, printing services, and business service solutions. Retail Customer Associates are responsible for greeting customers, processing shipping orders...Work at officeHourly payFull timeShift workWeekend workAfternoon shift- The Client Systems Specialist's primary responsibility is to provide responsive customer service, technical support, and troubleshooting for approximately... ...primarily performed in an office or remote support setting,... ...and the National Weather Association's 2017Lifetime Achievement...Work at officeCasual workLocal areaRemote workAfternoon shift
- ...insurance coverage to obtain suitable financial arrangements prior to the services being rendered, when applicable... ...assigned projects and tasks associated with these efforts. Assists physicians... ...typically performed in a clinical and office environment. Travel may be...Work at officeLocal area
$40.61k - $58.84k
## Advancement Services Representative, Donor and Member ServicesApply... ...and Member Services (DMS) office within the Division of Development... ...+ Membership information + Financial information related to... ...created and stored for every associated transaction. This includes leveraging...Work at officeFull timeWork experience placementRemote workFlexible hours$56k - $90k
...Description Most advisor jobs reward you for... ...you want to do real financial planning work, build lasting client relationships, and... ...reading. Strong Tower Associates is a fee-based... ...communication, and service needs. You'll also... ...holidays ~ Primary office: State College (...Work at officeFlexible hoursAfternoon shift- ...Patient Service SpecialistWhen patients enter our outpatient physical therapy center in State College, we want them to have an exceptional... ...via phoneRegular communication with parties such as attorney offices, insurance companies and translation companies, market...Work at officeFull time
- ...is seeking a Relationship Banker to join our Retail team in State College, PA. The role focuses on delivering exceptional customer service, handling basic banking transactions, and identifying opportunities for cross-selling bank products. You will refer leads to the sales...
- ...branch. PNC is an in-office company that fosters a... ...of proactive sales and service activities. Manages the... ...the customer's financial wellbeing. Collaborates... ...ultimately elevating client loyalty. Delivers a full... ...managing all of the risks associated with their business objectives...Work at officeFull timeTemporary workPart timeWork experience placement
- Primary Office Location: 366 East College Avenue. State College, Pennsylvania. 16801.... ...onboarding, digital banking support, and ongoing servicing needs Drive revenue growth through... ..., and service levels Facilitate financial literacy initiatives, on‑campus workshops...Work at officeShift work
- ...travel to any of the five Nittany Eye Associate locations. It is not tied to any one specific... ...that provides the highest-quality client service and patient care at the practice. Primary... ...FT)Exemption: Non-exempt Department: Business Office Required Experience: IC...Work at officeFull time
$36.89k - $53.53k
...Health Services Assistant (Support Level)The Pennsylvania State University, Center for Counseling... ...first point of contact for our student clients, visitors, and campus partners. In this... ...support in a busy counseling office environment.CAPS is seeking someone who enjoys...Work at officeFull timeWork experience placementImmediate startMonday to Friday- ...food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience... ...future Service Leaders Assisting with miscellaneous office administration duties such as: banking, cash handling policies...Work at officeLocal areaShift work
- ...Patient Service Specialist When patients enter our outpatient physical therapy center in State College, we want them to have an exceptional... ...phone Regular communication with parties such as attorney offices, insurance companies and translation companies, market...Work at officeFull time
- Penn State University Park is seeking an Advancement Services Representative to support the Donor and Member Services office. The role focuses on maintaining donor and membership data, processing contributions and memberships, and generating official tax receipts. Hybrid...Work at office
$54.06k - $78.44k
...Penn State, seeNotice to Out of State Applicants. POSITION SPECIFICS The Office of Science Engagement, within the Eberly College of Science, seeks candidates for the position of Career Services Specialist- Advanced Professional, a key contributor to advancing undergraduate...Work at officeFull timeFor contractorsWork experience placementSummer workRemote workFlexible hoursWeekend workAfternoon shift$38.5k - $67.5k
...experience. Qualifications We Prefer Experience using Microsoft Office Applications (Word, Excel, Outlook, etc.) What We Offer Our... ...an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education...Work at officeFull timeTemporary workWork experience placementRemote workRelocation packageAll shiftsFlexible hoursShift workWeekend work- ...employee relations and support company policies consistently. Financial Management Develop and manage plant budgets. Control labor, material... ...-solving skills. Proficiency with ERP systems and Microsoft Office applications. The Perks & Payoff! The best part? Your coverage...Work at officeTemporary workImmediate start
- ...activities relating to funeral services- preparation of funeral home... ...strategies to increase the client base for the company- including... ...Administration, coroners office, churches, florists, etc.... ...reimbursement is provided for travel associated with job duties. ~ This...Work at officeFull timeContract workLocal areaWeekend workAfternoon shift
- ...I to oversee day-to-day operations for small practice groups, ensuring revenue targets, efficient scheduling, and strong business office functions. The role requires a Bachelor’s in Business or Healthcare Administration, 3 years of practice management, 2 years supervisory...Work at office
- ...Seasonal Client Service Professional/Receptionist Helping others is what we do best here, which means you will get to see the impact of... ...service both in person, over the phone or virtually Maintain office cleanliness and organization of resources with team members...Work at officeSeasonal workFlexible hours
- ...maintenance staff, schedules and completes service requests, coordinates apartment make-... ...accounted for at the end of the day. When the office remains open later, confirm that office... ...& Experience Requirements Associate degree from a two-year college or technical...Work at officeFor contractorsWeekend work
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