199 client support jobs at 112 companies in Ephrata, PA
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Client Support Liaison
Spring House, Pennsylvania, United States
$26-$39/hrHybridFull Time
Cherry Bekaert: Provides accounting, tax, and business advisory services to organizations.
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
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
1+ YOE1+ year financial services client sales/service support; bachelor’s degree (or 2 years SEI experience); Series 65 or 66 (or obtain within 90 days); strong multi-channel communication, time management, and problem-solving skills.
Conshohocken or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yrHybridFull Time
Onbe: Modernizes business-to-individual disbursements and managed payment programs.
3+ YOE3+ years building/managing client relationships, bachelor’s degree preferred, strong communication, analytical and presentation skills, ability to drive client health and identify growth opportunities.
TAIT: Designs and manufactures staging, automation, and show control systems.
5+ YOE5+ years customer support/management experience, project planning with complex logistics, strong communication, leadership, ERP/ticketing familiarity, willingness to work outside normal hours.
2+ YOE2+ years customer service experience in banking/financial services, high school diploma required (associate preferred), strong communication, cash management knowledge, MS Office and CRM familiarity.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires exceptional customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
1+ YOEExecute and monitor daily cash distribution workflows, process high-volume transactions, manage cash orders, maintain records, and communicate with customers and vendors.
Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)
Philadelphia or Villanova or Bucks County or Wilmington or Marlton or Warrington or King of Prussia
$44k-$80k/yrRemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOESeries 7 required; Series 63 preferred. Requires 2–3 years in financial services, financial planning knowledge, customer service and problem-resolution skills, consultative ability, and technological adaptability.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Smoker & Company: Provides accounting, tax planning, and business advisory services.
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
Bachelor's degree or equivalent experience; experience in client service or account support; strong technical aptitude, communication, analytical and problem-solving skills; experience with data or reporting tools a plus.
North Penn Animal Hospital: Provides comprehensive veterinary care and specialized animal reproductive services.
Provide reception, recordkeeping, appointment scheduling, invoicing and cash handling, basic clerical duties, strong communication and organizational skills, able to lift up to 50 pounds and handle animals safely.
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Provide client service and operational support for financial advisors; strong customer service, communication, attention to detail; proficiency in Word, Excel, PowerPoint, Outlook; Series licensing preferred or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Philadelphia or Baltimore or Washington or New York or Minneapolis or Wilmington or Cherry Hill or Atlanta
$62k-$65k/yrRemoteFull Time
Ballard Spahr: Provides comprehensive legal advice and litigation services to organizations.
Experience in accounts receivable, billing, collections, or client accounting support; strong attention to detail, written and verbal communication, and ability to manage multiple priorities; proficiency with Microsoft Office and preferably Elite 3E or ServiceNow.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Elite 3E, ServiceNow