Client Services Director jobs in Harrisburg, PA

Client Services Director directs and oversees the implementation operations of an organization. Oversees a team responsible for installing and deploying technical systems, software, hardware, or solutions. Being an Client Services Director implements policies and creates procedures to ensure consistency and high-quality work. Ensures that the timelines, planning, scoping, and cost estimates support successful projects that meet the needs of the client organization. Additionally, Client Services Director tracks implementation timeliness and client issues and develops solutions to implementation problems or challenges. Develops team skills and expertise with coaching and training activities. Requires a bachelor's degree in area of technical specialty. Typically reports to senior management. The Client Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Client Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Client Services Associate - Financial Firm - Harrisburg, PA
  • Advisor Employee Services
  • Harrisburg, PA FULL_TIME
  • Client Services Associate
    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
     
    Our fast-paced financial firm, Pennsylvania Advisory Services in Harrisburg, PA is seeking to add a Client Services Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
     
    Job Description:
    The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
     
    Key Skills:
    • Strong organizational skills
    • Excellent communication; written and verbal
    • Attention to detail and accuracy
    • Proactive management style and consistent follow-through
     
    Minimum Requirements:
    • Associate degree preferred
    • Financial Industry experience required
    • 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
    • Experience with MS Office Suite and the ability to learn new software quickly
    • CRM experience
     
    Responsibilities:
    This Client Services Associate will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
    • Receive incoming client service calls in a friendly manner
    • Complete each service request and resolve client issues
    • Complete and process all applications for business submitted by Advisor
    • Prepare client review summary for upcoming appointments
    • Maintain professional communication with clients and staff
    • Assist with client updates, reports, and mailings
    • Assist in setting client appointments
     
    Salary:
    • $20/hr quarterly bonus
    Benefits:
    • Health Insurance reimbursement after 90 days of employment
    • PTO
    Hours:
    • Monday – Friday: 9:00 am -5:00 pm
     
    Presented by Advisor Employee Services Thank you for your interest in the Client Services Associate role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 15 Days Ago

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Sales & Client Services
  • SMG Inc
  • York, PA FULL_TIME
  • Client Sales and Services RepresentativeBusinesses that partner with Stoic Management Group come in all shapes, sizes, and market caps. Our tried and true sales and marketing systems work for them all...
  • 5 Days Ago

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Sales & Client Services
  • Stoic Management Group
  • York, PA FULL_TIME
  • Client Sales and Services RepresentativeBusinesses that partner with Stoic Management Group come in all shapes, sizes, and market caps. Our tried and true sales and marketing systems work for them all...
  • 22 Days Ago

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Client Services Coordinator
  • Addison Group
  • Harrisburg, PA FULL_TIME
  • Job Description Job Description Job Description A home healthcare company is looking to add a Client Services Coordinator to their growing team in Allentown, PA. This person will be interacting with p...
  • 27 Days Ago

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Client Sales and Services Manager
  • Stoic Management Group
  • York, PA FULL_TIME
  • Client Sales and Services RepresentativeBusinesses that partner with Stoic Management Group come in all shapes, sizes, and market caps. Our tried and true sales and marketing systems work for them all...
  • 1 Month Ago

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Client Services Specialist
  • Conte Wealth Advisors
  • Camp Hill, PA FULL_TIME
  • JOB DESCRIPTION | Client Services Specialist Description Job Summary The Client Services Specialist is responsible for a wide variety of administrative and operational functions. In this role, the Cli...
  • 2 Months Ago

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0 Client Services Director jobs found in Harrisburg, PA area

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Dental Network Service Representative
  • Highmark Health
  • Harrisburg, PA
  • Company : United Concordia Dental Job Description : JOB SUMMARY ******* Due to Department of Defense (DOD) contract requ...
  • 4/19/2024 12:00:00 AM

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Fiancial wellness Coach
  • Goodwill Keystone Area
  • Harrisburg, PA
  • BASIC FUNCTION The Financial Wellness Coach (FWC) in the Women of Wealth Program, the primary role is to guide and educa...
  • 4/19/2024 12:00:00 AM

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Logistics Manager
  • Jones Networking
  • Harrisburg, PA
  • Position Title: Logistics Manager Location: Harrisburg, Pennsylvania Industry: Food Manufacturing Classification: Full T...
  • 4/19/2024 12:00:00 AM

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Participant Services Supervisor
  • U.S. Retirement & Benefits Partners
  • Harrisburg, PA
  • COMPANY OVERVIEW U.S. Retirement & Benefits Partners (USRBP) is an independent national financial services firm speciali...
  • 4/18/2024 12:00:00 AM

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Customer Experience and Quality Manager
  • Schneider Electric
  • Middletown, PA
  • The Quality Manager is responsible for providing leadership and management for quality and customer satisfaction, as wel...
  • 4/18/2024 12:00:00 AM

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Warranty Manager
  • DRB Group
  • Hanover, PA
  • Job Purpose: To research and respond (via phone and in person) to all customer service inquiries received from DRB Homes...
  • 4/17/2024 12:00:00 AM

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Customer Relations Coordinator (Y0399)
  • Virginia Department of Transportation
  • Hanover, PA
  • Working Title Customer Relations Coordinator (Y0399) Role Title Gen Admin Supv I/Coord I - 19221 Location Hanover - 085 ...
  • 4/17/2024 12:00:00 AM

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Regional Director of Accounting
  • HHM Hotels (Harrisburg Corporate)
  • Harrisburg, PA
  • Overview: Opportunity: Regional Director of Accounting Manage and direct the activities of the regional accounting team ...
  • 4/16/2024 12:00:00 AM

Harrisburg (/ˈhærɪsbɜːrɡ/ HARR-iss-burg; Pennsylvania German: Harrisbarrig)[citation needed] is the capital city of the Commonwealth of Pennsylvania in the United States, and the county seat of Dauphin County. With a population of 49,192, it is the 15th largest city in the Commonwealth. It lies on the east bank of the Susquehanna River, 107 miles (172 km) west of Philadelphia. Harrisburg is the anchor of the Susquehanna Valley metropolitan area, which had a 2017 estimated population of 571,903, making it the fourth most populous in Pennsylvania and 96th most populous in the United States. Harr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director jobs
$178,781 to $264,131
Harrisburg, Pennsylvania area prices
were up 1.5% from a year ago

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