NewWork From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativePittsburgh, PennsylvaniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Client Services Representative Cetera Financial Group IncClient Services RepresentativeCanonsburg, PA$17.80–$22.60 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Client Services Director - #2992 Wade TrimClient Services Director - #2992Pittsburgh, PennsylvaniaThis individual will collaborate with technical and operational teams, contribute to revenue and strategic planning initiatives, mentor staff, and represent the firm within industry organizations while fostering long-term client success and maintaining a safe working environment. Employee Resource Groups and Programs offered include the Young Professionals Group, Women at Wade Trim, Diversity, Equity and Inclusion, Professional Development, Leadership Development, Mentor Program, Sustainability Program, and Wellness Program.
Client Service Delivery Senior Manager - Infrastructure Accenture PlcClient Service Delivery Senior Manager - InfrastructurePittsburgh, PAThis role combines strategic account leadership with operational governance, requiring a leader who is equally comfortable in a boardroom presenting quarterly business reviews and, on the floor, driving incident resolution with technical teams Additionally, you have the communication and people skills to inspire teams to bring their A-game. Operating across the full infrastructure stack - hybrid cloud, on-premises, network, security, and end-user computing - the SDM serves as the primary executive relationship owner, ensuring contractual SLAs are met, operational excellence is sustained, and client satisfaction drives organic growth.
Non Registered Client Service Associate Stifel Financial CorpNon Registered Client Service AssociatePittsburgh, PAUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Associate Stifel Financial CorpClient Service AssociateBethel Park, PAUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Non Registered - Client Service Associate StifelNon Registered - Client Service AssociatePittsburgh, PennsylvaniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Associate StifelClient Service AssociateBethel Park, PennsylvaniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Associate The PNC Financial Services Group IncClient Service AssociatePittsburgh, PAThe Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.
Client Service Associate PNC BankClient Service AssociatePittsburgh, PennsylvaniaThe Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.
Client Service Manager SPSClient Service ManagerPittsburgh, PennsylvaniaAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. A successful Client Service Manager consistently delivers outstanding client experiences, achieves operational and financial goals, develops high-performing teams, and ensures all contractual service expectations are met or exceeded.
Senior Specialist, Client Operations - Corporate Trust And Custody Services The Bank of New York MellonSenior Specialist, Client Operations - Corporate Trust And Custody ServicesPittsburgh, PAIn this role, you'll make an impact in the following ways: Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management. Coordinate with internal teams to ensure timely trade settlement, monitoring cash and par (position) break performance and driving resolution of outstanding breaks.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociatePittsburgh, PAUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Small Market Client Service Representative Matrix Absence Management, Inc.Small Market Client Service RepresentativePittsburgh, PA$56,640–$70,810 / yearDemonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness. This role serves as the main contact for the client for ongoing service and is the customer's resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and other administrative aspects of their plan.
Brokerage Registered Client Service Associate - Pittsburgh, Pennsylvania Truist Financial CorporationBrokerage Registered Client Service Associate - Pittsburgh, PennsylvaniaPittsburgh, PAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Key Private Bank Client Service Associate KeyCorpKey Private Bank Client Service AssociatePittsburgh, PA$25–$38.46 / hourDemonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
Vice President, Client Service Management - Pipeline The Bank of New York Mellon CorpVice President, Client Service Management - PipelinePittsburgh, PA$68,000–$149,000 / yearProvide key individuals at assigned clients with information related to BNY Mellons products and services across a broad array of lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon services and offerings. In this role, youll make an impact in the following ways: Work with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
Small Market Client Service Representative Reliance Standard Life Insurance CompanySmall Market Client Service RepresentativePittsburgh, Pennsylvania$56,640–$70,810 / yearDemonstrated exceptional customer service acumen, strong consulting/negotiation/leadership skills, deep product/maintenance knowledge (including plan designs, funding, banking, etc.) with a high degree of operational effectiveness. This role serves as the main contact for the client for ongoing service and is the customer’s resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and other administrative aspects of their plan.
2027 BNY Summer Internship Program - Client Service (Pittsburgh, PA) The Bank of New York Mellon Corp2027 BNY Summer Internship Program - Client Service (Pittsburgh, PA)Pittsburgh, PAIn a fast-paced environment, interns will gain insight into BNY's client service model, collaborate across business, operations and technology teams, and build the communication, analytical and problem-solving skills needed to help deliver timely, accurate and effective client outcomes. The BNY Summer Internship Program offers high-potential students a dynamic 10-week experience designed to accelerate development, build professional networks, and provide meaningful exposure to one of the world''s leading financial services institutions.
Client Service Representative VCA IncClient Service RepresentativePittsburgh, PAAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.