28 client services administrator jobs at 22 companies in Washington, PA
3mo
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Client Services Representative
Canonsburg, Pennsylvania, United States
$18-$23/yr OnsiteFull Time
High School diploma; administrative/customer service experience; strong time management; excellent communication; proficient in Microsoft Office; ability to learn new programs.
Microsoft Office
6d
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Senior Branch Office Administrator
Cranberry Township, Pennsylvania, United States
$25-$27/hr OnsiteFull Time
5+ YOERequires 5+ years of related financial services, banking, or legal experience with demonstrated progression, strong client service, account management, administrative, technology, communication, and analytical skills.
MoneyGuide, Salesforce, Microsoft Office
2w
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Client Service Coordinator - 005204
Monroeville, Pennsylvania, United States
$15-$19/hr OnsiteFull Time
Deliver exceptional client service, manage clinic flow, process transactions, educate clients about wellness plans, and perform administrative tasks.
1mo
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Client Relations Specialist
Pittsburgh, Pennsylvania, United States
$50k/yr OnsiteFull Time
2+ YOEHigh school diploma +5 years or associate degree +2 years in customer service/administrative roles; strong verbal/written/public speaking skills; experience with MS Office and SharePoint; event coordination and data entry experience; ability to lift 20 lbs.
Microsoft Office, SharePoint, NetSuite, Portfol, PowerPoint, Customer Relationship Management (CRM)
4d
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Non Registered - Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and investment brokerage knowledge, customer service, critical thinking, time management, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Client Service Associate-HYBRID
Pittsburgh, Pennsylvania, United States
HybridFull Time
2+ YOEProvide executive-level administrative support to financial advisors, deliver concierge client service, process account transactions, maintain CRM and eMoney, and possess strong Microsoft Office skills; SIE certification encouraged.
Microsoft Word, Microsoft Excel, Outlook, Teams, OneNote, SharePoint, Zoom, DocuSign, eMoney
1mo
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Client Specialist
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, securities licenses or willingness to obtain them, Microsoft Office proficiency, communication, organization, accuracy, compliance, and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft PowerPoint, Microsoft LinkedIn, Microsoft X, CRM
1w
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Client Specialist
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; proficiency with Canva and Microsoft Office; must obtain SIE and Series 7 and Series 66 (or 63+65) within 18 months if not already licensed; strong communication and regulatory knowledge.
Canva, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Thomson ONE, IntelliPro, CRM, LiquidOffice, Baird Marketing on Demand Tool, FMG Suites
1mo
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Client Service Representative
New Castle, Pennsylvania, United States
OnsiteFull Time
High school diploma or equivalent, attention to detail, proficiency with Microsoft Office (Outlook, Word). P&C license preferred. Experience in insurance, customer service, or administrative support and familiarity with Google Workspace preferred.
Microsoft Office, Microsoft Outlook, Microsoft Word, Google Workspace, Google Drive, Google Sheets, Google Docs
1w
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Client Service Analyst II - TH
Pittsburgh, Pennsylvania, United States
$50k-$65k/yr HybridFull Time
3+ YOERequires 3–5 years in benefits administration, business analysis, or operations; advanced Excel; analytical, problem-solving, communication, organization, and client-service skills. Bachelor's degree and certifications preferred.
Microsoft Excel, SQL, Microsoft Access, VBA
3w
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Senior Branch Office Administrator - Cranberry Twp, PA
Cranberry Township, Pennsylvania, United States
OnsiteFull Time
5+ YOE5+ years financial services/banking/legal experience, strong client service, account management, administrative and technology skills (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
5d
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Non Registered - Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and customer service knowledge, critical thinking, communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Vice President, Client Service Management
Berwyn or Pittsburgh
$69k-$167k/yr OnsiteFull Time
8+ YOEBachelor’s degree in Finance, Business Administration, or Accounting; 8–10 years in client relationship/account management; cross-functional collaboration and strategic growth capabilities.
4d
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Administrative Assistant
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOERequires 2+ years in a professional administrative role, strong communication and MS Office proficiency, organization, confidentiality, prioritization, and client service skills; high school diploma/GED required.
Microsoft Office Suite, Microsoft Outlook, Microsoft PowerPoint
2w
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Concierge Receptionist/Legal Assistant
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Provide five-star client service, receptionist and administrative legal support; multi-line phone, scheduling, document management, proficiency with Microsoft Office, Teams, Zoom, and iManage; 1–3 years preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Zoom, iManage, Iron Mountain
1mo
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Document Production Supervisor
Columbus or Wheeling
$54k-$80k/yr OnsiteFull Time
2+ YOEBachelor's or equivalent, 2+ years supervisory experience preferred, 3+ years legal document production preferred, strong MS Office skills, proofreading and client-service experience.
Microsoft Office
3w
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Customer Relationship Coordinator
Warrendale, Pennsylvania, United States
OnsiteFull Time
Provide professional customer service and administrative support for Tier III clients, set up accounts in LIMS, handle calls/emails, document interactions, and support onboarding; prior customer service experience preferred.
ELEMENT, CRM, AXIS, CONTROL
1mo
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Administrative Assistant
Sewickley, Pennsylvania, United States
$40k-$45k/yr OnsiteFull Time
1+ YOE1–3 years in financial services or office administration, strong attention to detail, Microsoft Office and CRM (Redtail) proficiency, excellent communication, ability to manage multiple tasks and confidential client information.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Redtail
1mo
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Scheduling Assistant (PRN)
Canonsburg, Pennsylvania, United States
$18-$22/yr FieldPart Time, Temporary
High school diploma/GED, reliable transportation, strong customer service and communication, computer/tablet proficiency, ability to work early mornings and travel to client sites; previous scheduling or administrative experience preferred.
5d
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Immunization Clinician - Pre-Exposure Rabies Clinic
Pittsburgh or Thomasville or Modesto
FieldMultiple Commitments Available
Active clinical license or certification, vaccine administration and assessment skills, strong communication, independent work ability, and reliable transportation to client locations.
OSHA, HIPAA
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