46 client services specialist jobs at 27 companies in Vandergrift, PA
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Client Services Specialist
Pittsburgh, Pennsylvania, United States
$40k-$45k/yrOnsiteFull Time
Chaffin Luhana LLP: Plaintiffs-only personal injury and mass tort law firm representing injured people and families nationwide.
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.
LINQ Services: Managed mobility services provider helping corporate clients manage mobile fleets, devices, carriers, costs, and compliance.
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
Baird: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
2+ YOERequires 2+ years of industry or administrative experience, strong communication, organization, analytical, compliance, and confidentiality skills. Active SIE, Series 7, and Series 66 or Series 63 and Series 65 required or obtainable within 18 months.
Canva, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Thomson ONE, IntelliPro, CRM, LiquidOffice, Baird Marketing on Demand Tool, FMG Suites, LinkedIn, X, Facebook
Baird: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
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
BNYNYSE: BNY: A global financial services platform at the heart of the world's capital markets.
5+ YOEBachelor's degree or equivalent required; 5+ years experience preferred in operations or client services; strong problem solving, communication, and client relationship skills.
RJ Lee Group: RJ Lee Group is a materials-testing laboratory and scientific consulting firm serving industrial, commercial, and research clients.
Experience with sample receiving, LIMS data entry (ChemLIMS/eLIMS), client communication, invoice review, and attention to detail in a laboratory setting.
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
MarshNYSE: MRSH: Marsh Risk is a private global insurance broker and risk advisor serving businesses, governments, professional organizations, and individuals.
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
RJ Lee Group: RJ Lee Group is a materials-testing laboratory and scientific consulting firm serving industrial, commercial, and research clients.
Laboratory, environmental testing, or sample receiving experience preferred; familiarity with LIMS and data-entry platforms; strong communication, accuracy, organization, problem-solving, and customer service skills.
Integrity Marketing Group: Independent distributor of life, health, and wealth insurance products.
2+ YOEHigh school diploma or GED, 2–4 years of customer service, data entry, or office experience, fast typing, MS Office Suite and CRM proficiency, communication, organization, and attention to detail.
Management Science Associates: Private Pittsburgh information-management providing analytics, informatics, software, and IT solutions to businesses and government.
Bachelor's degree or equivalent experience in a related field, strong interpersonal and analytical skills, intermediate Microsoft Office (Word, Excel, Access, PowerPoint, Internet Explorer, Outlook), and effective communication.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Internet Explorer, Microsoft Outlook
Allegheny Financial Group: Privately owned Pittsburgh investment advisory firm providing financial planning and investment management to households, businesses, and nonprofits.
2+ YOEAssociate's degree and 2+ years of related experience, or 5 years in a similar role; 2+ years of customer service experience; financial services experience preferred; strong Microsoft Office, Excel, and Teams skills.
Microsoft Office, Microsoft Excel, Microsoft Teams, eMoney, Wealthscape, Fidelity.com, Engage, Black Diamond, Zoom, Microsoft Outlook
Donnelly-Boland and Associates: Woman-owned CPA and management consulting firm providing back-office services to nonprofits, governments, startups, and small businesses.
Shelter or related experience preferred; ability to follow procedures, adapt to change, build relationships, support diverse clients, and lift up to 50 pounds.
Urban Redevelopment Authority of Pittsburgh: City of Pittsburgh economic development enterprise delivering housing, lending, and neighborhood revitalization.
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)
Client Support Specialist - Greater Pittsburgh, PA Area (REMOTE)
Pittsburgh or Cranberry Township
RemoteFull Time
Fidelity Investments: Provider of investment, retirement, and financial planning services.
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer support, problem resolution, communication, and organizational skills.
PNC Wealth Management: U.S. private wealth-management subsidiary providing brokerage, investment advisory, financial-planning, and insurance services to individuals and families.
2+ YOECompleting complex client transactions, reviewing documentation for accuracy, managing risk, and coordinating with internal/external partners. Requires bachelor's degree and typically 2+ years relevant experience.
Community Family Advocates: Nonprofit human-services organization serving people with disabilities and their families through resources, coordination, services, and community partnerships.
1+ YOEWelcomes and assists clients, coordinates basic needs, connects to services; minimum one year working with housing crises; trauma-informed care; team player; confidentiality.
UPMC Western Psychiatric Hospital: Nonprofit academic psychiatric hospital providing mental health and addiction care, research, and training in Pittsburgh.
Develop and implement individualized vocational and service plans, support clients at worksites, coordinate transportation, document progress; high school diploma/GED required; bachelor's preferred; valid driver's license and several clearances required.
Southwest Behavioral Care: Nonprofit behavioral-health provider serving residents of Fayette, Washington, and Westmoreland counties with mental-health and substance-abuse services.
Develop individualized service plans, provide supportive counseling and life-skills training, maintain client records, obtain required PA criminal/child abuse/FBI clearances, operate agency vehicles, and assist clients up to 160 lb.
ACTION-Housing, Inc.: Pittsburgh nonprofit developer and social-services provider building affordable housing for vulnerable Southwestern Pennsylvania residents.
1+ YOERequires 3 years of housing support experience, or an associate degree plus 1 year of relevant client services experience. Strong communication, customer service, outreach, collaboration, and housing knowledge required.
Atlanta or Princeton or Austin or Pittsburgh or Los Angeles or London or Harrisburg or Boston or Berwyn or Houston or New Orleans or Detroit or Philadelphia or Portland or Dallas or Charlotte or New York or Washington, D.C. or Cincinnati or San Francisco or Stamford or San Diego or Providence or Hartford or Orange County or Richmond or Virginia Beach or Wilmington or Chicago or Miami or Raleigh or Rochester or West Palm Beach
$50k-$85k/yrHybridFull Time
Troutman Pepper Locke: Private U.S. law firm providing litigation, regulatory, transactional, and advisory services to individuals, startups, and businesses.
3+ YOE3+ years law firm billing experience; proficient with Microsoft Word and Excel; experience with Aderant/CMS preferred; bachelor\u0002s degree or equivalent; strong written and oral communication and client service skills.