49 client services representative jobs at 28 companies in Ephrata, PA
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Client Services Representative
Ephrata, Pennsylvania, United States
OnsiteFull Time
Everence: Provides faith-based banking, insurance, and investment management services.
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
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.
1+ YOEExperience in financial industry; PA Life and Annuity license or able to obtain within 6 months; proficient with MS Office; strong organizational, communication, and customer service skills; 1+ year in financial industry.
Work From Home - Bilingual Client Services Representative
Bear, Delaware, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Bilingual Spanish/English, excellent communication, leadership potential, self-starter with a positive attitude and growth mindset; remote work via Zoom.
Manchester Veterinary Services- Client Service Representative
Manchester, Maryland, United States
OnsiteFull Time
VetEvolve: Operates a network of full-service veterinary clinics and hospitals.
High school diploma or equivalent; customer-facing experience preferred; basic computer proficiency including Microsoft Office; strong communication, accurate data entry, cash handling, and ability to lift up to 40 lbs.
Animal Clinic Northview: Full-service veterinary and 24-hour emergency hospital for pets.
Customer-service experience preferred (veterinary, medical, pet care, or hospitality), strong communication, multitasking, organized, compassionate; comfortable in a busy environment.
Eastern Pennsylvania Veterinary Medical Center: 24/7 emergency and specialty veterinary referral hospital.
Prior customer service experience required; strong communication, emotional intelligence, attention to detail, and ability to work in high-pressure and emotional veterinary settings.
Wilmington or North America or South America or Europe or Asia or Australia
OnsiteFull Time
CSC: Provides global business administration and compliance solutions.
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
Trane TechnologiesNYSE: TT: Global provider of heating, ventilation, and air conditioning solutions.
Customer service experience is a plus; requires effective written and verbal communication, Microsoft Office proficiency, Excel, Word, Salesforce exposure, mathematical aptitude, driver's license, reliable transportation, and occasional extended hours.
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
1+ YOE1+ year customer service experience, high school diploma/GED, excellent communication, Microsoft Office proficiency, ability to lift 40 lbs, willingness to work nights, weekends, and holidays, compassion for pets and people.
Home Paramount: Provides residential and commercial pest management and prevention services.
Office/clerical experience, strong written and verbal communication, customer service experience, Microsoft Outlook/Word/Excel proficiency, multitasking and problem-solving skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Purolator: Provides integrated package delivery and freight logistics services.
2+ YOE2+ years client/account management experience, Microsoft Excel proficiency, strong communication and organizational skills, ability to travel 1-4x/year and manage customer relationships and reporting.
Canon U.S.A.Tokyo Stock Exchange: 7751: Provides digital imaging solutions, cameras, and office equipment.
1+ YOEHS diploma/GED plus 1–2 years related experience, customer service experience, good computer skills, ability to lift 50lbs, valid driver's license, ability to obtain security clearances, ability to stand and travel between client sites.
Ultra High Net Worth Client Case Representative, Senior Associate
Malvern or Paoli
$70k-$78k/yrHybridFull Time
Vanguard: Global investment management and financial services provider.
3+ YOERequires 3+ years in financial services, an undergraduate degree or equivalent, SIE and Series 7, Series 66 or ability to obtain within 90 days, and consultative client service and investment knowledge.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
Bachelor’s degree or equivalent experience; experience in financial services operations; proficiency in Excel; detail-oriented; able to work independently and with AI tools.
Microsoft Excel, Microsoft Outlook, AI tools, Automation software, Internal systems
Ultra High Net Worth Client Case Representative, Senior Associate
Malvern, Pennsylvania, United States
$84k-$92k/yrHybridFull Time
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOE3+ years in financial services, undergraduate degree or equivalent, active SIE and Series 7 and Series 66 (or obtain Series 66 within 90 days); strong client relationship and consultative skills.
Financial Services Representative - State Farm Agent Team Member
Conshohocken or Philadelphia
$70k-$90k/yrOnsiteFull Time
Bill Weychert State Farm Insurance: Local agency offering personal and commercial insurance and financial services.
Required life & health insurance license, FINRA Series 6 and 63 (or equivalent); Series 65 preferred. Proven success in financial services or insurance sales, consultative selling, strong communication, and client relationship skills.