Client Services Manager Jobs in Pittsburgh
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Search Results - Client Services Manager Jobs in Pittsburgh
Gallagher-Pittsburgh
impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
We are seeking a remote Client Service Manager to join our growing team in our small business...
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Jobot-Pittsburgh
of opportunities internally
• Hybrid and flexible work schedule
• 401K
• Medical, dental, and vision
• HSA/FSA
• Great PTO package
Job Details
The Audit Manager oversees the audit process while helping clients solve complex business issues from strategy...
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Gallagher-Pittsburgh
impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
How you'll make an impact
The Client Service Manager I is accountable for delivering high quality...
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Jobot-Pittsburgh
3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
4. Conduct legal research and analysis of complex estate planning issues.
5. Represent clients in probate court proceedings.
6. ..
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Gallagher-Pittsburgh
on business needs.
Are you ready to kick-start your career or transition into a stable industry that is committed to your professional growth? Look no further! Join us at Gallagher and fast-track your career from a Client Service Associate to a Client Service...
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Ascensus-Pittsburgh
Candidates should possess a bachelors degree and five years of relevant experience, particularly in client service and trust administration. Strong MS Office skills are mandatory, while knowledge of trust systems is a plus. Travel may be required up to 5%.
J...
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mindmatch.ai -
Noblesoft Solutions-Pittsburgh
Bachelor’s Degree required
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service
experience preferred
The Client Services Representative – Fulfillment & Production position...
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Ascensus-Pittsburgh
and PowerPoint.
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE
Trust system experience (e.g., SEI’s Trust3000).
Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates.
COMPETENCIES
Client Service Oriented...
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mindmatch.ai -
Gallagher-Pittsburgh
are; Supporting the business priorities of Branch Managers, Production team members, and the client service function, Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based...
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Franklin Interiors-Pittsburgh
our high level of client service throughout the critical stage of installation. You are attentive to your surrounding and take safety seriously. Your passion for customer service comes through in all you do from the way you interact with our clients...
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Michael Page-Pittsburgh
and values-driven culture.
Job Description
• Deliver consistent results aligned with company goals for profitability, schedule, quality, safety, and client satisfaction
• Maintain high standards of quality control, safety performance, and client service...
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michaelpage.com -
Volt-Pittsburgh
Data entry and review of sensitive client information across multiple systems and processes
• Document management including scanning, filing, vault maintenance
• Processing of incoming and outgoing mail which includes checks, proxies, loan documentation...
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Pittsburgh
and Meaningful Moments that transform lives.
We’re seeking a **Client Service Supervisor** who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of care...
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helpathome.com -
RK Partners-Pittsburgh
in the growth and development of our advisory team.
Responsibilities
• Client Management: Build and maintain strong relationships with clients, providing them with tailored financial solutions to meet their unique needs and objectives. Polite, courteous...
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talentnest.com -
Empower-Grafton (OH), 129 mi from Pittsburgh
their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service...
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