Client Services Representative - Fulfillment & Close
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
4+ YOEBachelor’s degree or equivalent experience, 4+ years in financial services, with bank operations or client service experience preferred. Requires attention to detail, communication, organization, analysis, and loan-process knowledge.
Chaffin Luhana: Represents victims in mass tort and personal injury litigation.
High school diploma or equivalent, strong verbal/written communication, organizational skills, confidentiality, ability to manage high-volume inbound/outbound calls, gather case details, and assess claim viability.
F.N.B. CorporationNYSE: FNB: Provides commercial and consumer banking, wealth management, and insurance services.
3+ YOE3 years related experience; high school/GED; customer service, communication, organizational and analytical skills; experience with MS Word, Excel, PowerPoint; NMLS required for Private Banking roles.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Wade Trim: Providing civil engineering and municipal infrastructure design services.
20+ YOEBachelor's degree and ~20 years industry experience; proven business development, client relationship, leadership, and strategic planning skills; willing to travel.
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hrRemoteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
LINQ Services: Managed mobile device services for corporate fleet clients.
High school diploma/GED, reliable private high-speed internet and private workspace, basic PC and Microsoft Office skills, strong verbal/written communication, ability to pass background check, flexible schedule; bilingual Spanish/French and CRM/Salesforce experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, CRM
S.R. Snodgrass: Provides professional auditing, tax, and risk management advisory services.
7+ YOE3+ MgmtLead CAS team; 7+ years bookkeeping/accounting experience; client-facing leadership; CPA/CMA preferred; payroll and tax filings knowledge; MS Office and accounting software proficiency.
Cox Enterprises: Providing global communications, automotive services, and media solutions.
3+ YOEHS diploma/GED and ~3 years related experience (alternatively other degree/experience combos); strong communication; Microsoft Excel and FSCA IT systems experience; organizational and problem-solving skills.
Microsoft Excel, FSCA IT Systems, Web Wrench, MobileFrame, RO Writer
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor's degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; Property and Casualty insurance license; Microsoft Office proficiency; client relationship and mentoring skills.
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
Provide front-desk client service: greet clients, check in/out, schedule, take payments, maintain records, handle referrals; 1 year client-service or veterinary/human health experience preferred; strong communication and computer skills.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
1+ YOEOne year of related experience required; customer service preferred. High school diploma or equivalent preferred. Strong English communication, organization, multitasking, computer, mathematical, and client service skills required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOE1+ year related experience, strong client service and communication skills, ability to multi-task, computer proficiency (Microsoft Word/Excel/Access/Outlook), ability to lift up to 50 lbs and work with pets.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Net Health: Develops specialized healthcare software and analytics for outpatient care.
12+ YOE4+ MgmtBachelor's degree or equivalent, 12+ years professional experience with 4+ years leadership, 3+ years client-facing service experience, executive communication and project management skills.
Microsoft Office Suite, NetSuite, Salesforce, Jira
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, strong client focus, detail orientation, proficiency with Microsoft Office and Salesforce, FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
5+ YOEBachelor's degree or equivalent required; 5+ years experience preferred in operations or client services; strong problem solving, communication, and client relationship skills.
Hub International: Provides global insurance brokerage and risk management services.
1+ YOEProvide high-level support to employee benefits service teams; strong MS Office skills, communication, organization; Bachelor's degree preferred; Life, Accident and Health insurance license within 3 months; 1+ year experience (1-2 years preferred); up to 25% travel.