Client Service Associate Jobs in Pittsburgh, PA

Primary ResponsibilitiesDeliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.Take ownership of client issues and work towards prompt resolution following through until the matter is fully resolved.Handle all communications between the custodians and...

Location:11 Stanwix Street Pittsburgh PennsylvaniaJob SummaryThe Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our h...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

DescriptionField Services AssociatePOSITION OVERVIEWThe Field Services Associate position is responsible for delivering the highest quality on-site support for our customers. An individual in this role is expected to be highly professional in all customer interactions capable of working autonomously...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

SummaryThis position provides administrative support to Financial Synergy Group. This role is critical to our member experience and requires a friendly upbeat demeanor. The incumbent supports the daily operations of the practice including but not limited to: answering the phones meeting/greeting m...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth...

DescriptionThe Customer Service Associate is responsible for delivering products to customers from Sherwin-Williams branches using Company vans or pick-up trucks. The Customer Service Associate ensures deliveries are complete packed correctly and safely delivered to the correct customer. The Custome...