69 client services administrator jobs at 49 companies in Temple, PA
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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
2mo
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Client Services Manager - National Accounts
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yr HybridFull Time
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
2w
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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
4d
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree or equivalent required; 3+ years financial services or sales administration and 2+ years investment operations required. SIE, Series 7, and Series 63 or 66 required.
Microsoft Office Suite, Client Relationship Management (CRM) software
4d
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree in business, finance, or related field; 3+ years financial services administration; 2+ years investment operations; required SIE, Series 7, and Series 63 or Series 66.
Microsoft Office Suite, Client Relationship Management (CRM) software
3mo
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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.
6d
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Branch Office Administrator
Furlong, Pennsylvania, United States
$26-$28/hr OnsiteFull Time
Strong client service, account administration, communication, organization, analytical thinking, attention to detail, computer literacy, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2mo
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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
5d
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Branch Office Administrator - Furlong, PA
Furlong, Pennsylvania, United States
OnsiteFull Time
Provides client service, account management, administrative support, marketing coordination, and technology assistance while learning financial services operations and working independently.
MoneyGuide, Salesforce, Microsoft Office
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.
2mo
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Client Service Coordinator
Dresher, Pennsylvania, United States
$17-$22/hr OnsitePart Time
Providing exceptional client service, managing client/pet flow, scheduling appointments, processing transactions, entering patient information, promoting wellness plans, and performing administrative tasks.
2mo
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Client Service Coordinator
Dresher, Pennsylvania, United States
$17-$22/hr OnsitePart Time
Requires fluent English, strong written and verbal communication, multitasking, organization, problem-solving, client service, mathematical, and administrative abilities.
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
3d
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Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
Customer service, administrative, office, or client-facing experience preferred; strong communication, organization, multitasking, problem-solving, and attention to detail required. Microsoft Office and CRM experience preferred.
Microsoft Office, CRM
1mo
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3d
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Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
1+ YOECustomer service, administrative, office, or client-facing experience preferred. Requires strong communication, organization, multitasking, problem-solving, phone, and customer support skills; Microsoft Office and CRM experience preferred.
Microsoft Office, CRM
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
1mo
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RCM Client Coordinator
Sparks or Carrollton or Horsham Township or Columbus or Clearwater
$18-$21/hr OnsiteFull Time
1+ YOE1–3 years experience; advanced Microsoft Office, customer service, time management; some knowledge of medical terminology; strong communication and organizational skills.
Microsoft Office
2w
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Client Service Representative, Bloomsburg, PA
Bloomsburg, Pennsylvania, United States
OnsitePart Time
Provide front-desk customer service including client check-in/out, scheduling, payment processing, administrative tasks, and assisting with euthanasia paperwork; may mentor students.
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