77 client services administrator jobs at 47 companies in Ephrata, PA
1mo
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Client Account Services Administrator
Philadelphia or Baltimore or Washington or New York or Minneapolis or Wilmington or Cherry Hill or Atlanta
$62k-$65k/yr RemoteFull Time
Experience in accounts receivable, billing, collections, or client accounting support; strong attention to detail, written and verbal communication, and ability to manage multiple priorities; proficiency with Microsoft Office and preferably Elite 3E or ServiceNow.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Elite 3E, ServiceNow
2w
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Institutional Services Account Review - Client Administrator II
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
4+ YOECombined minimum of 4 years education/work with at least 1 year client-facing experience; strong customer service, communication, regulatory awareness, analytical skills, and Excel/software proficiency.
2w
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Institutional Services Account Review - Client Administrator II
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOE1+ year relevant client-facing experience, combined 4 years education/work experience; strong customer service, communication, analytical skills; knowledge of corporate policies, controls, and regulatory standards; CCTS preferred.
3w
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Client Services Representative
Ephrata, Pennsylvania, United States
OnsiteFull Time
1+ YOEAt least 1 year administrative experience (financial services preferred). Proficient in Microsoft Office, CRM and OnBase. Strong communication, accuracy, confidentiality, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Customer Relationship Management (CRM), OnBase
1w
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Director, Client Services
Wayne or Durham
$106k-$295k/yr HybridFull Time
7+ YOERequires a bachelor's degree in accounting, finance, project management, business administration, or a health-related field; 7–10 years' relevant experience; management, pharmaceutical/CRO, clinical trial, project leadership, and regulatory knowledge.
Microsoft Office, Microsoft SharePoint, Visio
1w
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Client Services & Front Desk Associate – Law Firm
Willow Street or Lancaster
OnsiteFull Time
Professional office, administrative, receptionist, or client-service experience; clear communication, organization, attention to detail, discretion with confidential information, adaptability, and dependable service.
email
4w
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's or equivalent in business/finance, 3+ years administration experience in financial services, SIE/Series 7/63 or 66 required, knowledge of investment operations, CRM and Microsoft Office experience.
Client Relationship Management (CRM) software, Microsoft Office Suite
4w
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's in business/finance or equivalent, required securities registrations (SIE, Series 7, Series 63/66), 3+ years administration in financial services, CRM and Microsoft Office experience, strong oral/written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
2mo
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Client Services Specialist II - Environmental Lab
Conroe or Reading
OnsiteFull Time
2+ YOE2+ years customer service or administrative experience; HS diploma; MS Office proficiency; able to handle multiple priorities; lab operations familiarity a plus.
Microsoft Office Suite (Word, Excel, Outlook)
3mo
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Care Services Client Coordinator – Cleona, PA
Cleona, Pennsylvania, United States
$14-$16/hr OnsiteFull Time
Coordinate client care schedules and caregiver communications; maintain records; assist with scheduling; strong organization.
1mo
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Branch Office Administrator
Whitehall, Pennsylvania, United States
$24-$26/hr OnsiteFull Time
Provides client service, account management, administrative and operational support; requires computer literacy, communication, attention to detail, adaptability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Support Liaison
Spring House, Pennsylvania, United States
$26-$39/hr HybridFull Time
5+ YOE5+ years client service/administrative experience, high school diploma, strong communication and organizational skills, proficiency with Microsoft Excel (pivot tables, VLOOKUP), and ability to learn tax systems; tax firm experience preferred.
Suralink, TaxCaddy, SafeSend, CCH Axcess, Microsoft Office, Microsoft Excel
2mo
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Client Service representative
Exton, Pennsylvania, United States
$17-$22/hr OnsiteFull Time
1+ YOEClient-focused coordinator responsible for managing client flow, educating clients, and handling administrative tasks in a veterinary hospital.
4d
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Branch Office Administrator - Oxford, PA
Oxford, Pennsylvania, United States
OnsiteFull Time
Requires client service, account management, administrative support, computer literacy, analytical thinking, attention to detail, adaptability, communication, and teamwork; training is provided.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Service Coordinator - 000583
Mechanicsburg, Pennsylvania, United States
$15-$19/hr OnsitePart Time
Provide exceptional client service, manage client/pet flow, promote wellness plans, multitask, strong written and verbal English communication, and basic administrative/financial accuracy.
3mo
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Trust Administrator
Wilmington, Delaware, United States
$71k-$146k/yr OnsiteFull Time
3+ YOEBachelor’s degree preferred; 3-5 years fiduciary client service experience; CTFA or similar designation preferred; strong trust administration expertise; proficient in MS Office; team player.
Microsoft Office, CoPilot, Excel, Word, PowerPoint, Outlook
1mo
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Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Bachelor's degree required. Strong analytical, client service, and communication skills. Microsoft Office (Excel) proficiency. Prior client operations/administration experience is a plus but recent graduates may apply.
Microsoft Office, Microsoft Excel
2w
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Client Service Analyst
Wilmington, Delaware, United States
HybridFull Time
0+ YOEBachelor's degree preferred (Finance/Business),0-3 years financial services experience, strong attention to detail, advanced Excel/Adobe/PowerPoint, ability to travel domestically as needed, client service and account administration skills.
Microsoft Excel, Adobe Acrobat, Microsoft PowerPoint
2mo
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Client Specialist
Blue Bell, Pennsylvania, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organization, accuracy, compliance, and analytical skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
1mo
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Client Service Representative
Wilmington or North America or South America or Europe or Asia or Australia
OnsiteFull Time
5+ YOE5+ years B2B customer service/administrative experience; strong MS Office (Word, Excel), research, prioritization, and communication skills; Salesforce experience a plus; eligible to work without sponsorship.
Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce
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