Customer Experience Specialist Salary at Keystone Stars BETA

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for initiative planning and ongoing client relationship management + collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in support of initiatives. + Respons

D365 CE Developer Up to $80/hr Hybrid - Harrisburg, PA An excellent opportunity for an experienced Dynamics 365 CE Developer to join a long-term project (2-3 years) with a focus on Customer Service and Power Pages. This role requires a developer with a deep understanding of Dynamics 365 CE and a track record in implementing solutions to support customer service operations. Key Responsibilities Design, develop, and deploy custom solutions within Dynamics 365 CE with a focus on Customer Service and Power Pages. Collaborate with cross-functional teams to analyze business needs, enhance functionalities, and ensure robust solutions that align with project goals. Conduct unit testing, debugging, and performance monitoring to ensure high-quality code and seamless integration within the existing tech stack. Provide technical support, troubleshoot issues, and offer innovative solutions to optimize system performance throughout the project lifecycle. Ensure all developments meet organizational a

Smoker Wealth Management LLC is seeking a dedicated and detail-oriented Client Service Associate to join our team. The Client Service Associate is responsible for providing support to our Financial Advisors and staff. Duties are varied but focus on providing our clients with a seamless and professional experience. Responsibilities: Build and maintain professional relationships with clients by assisting them and answering questions in person and by phone Take initiative to handle account inquiries and escalate to financial advisors when appropriate Process new account openings and check deposits Maintain client records using Redtail CRM and Imaging systems Input and maintain compliance logs Generate appropriate forms and documents for account openings, transfers, and asset movement, as required by compliance Assist in client appointment preparation by generating reports and appropriate documentation Maintain strict confidentiality of client information in accordance with policies and gu

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role b Client Service, Associate, Registered, Client Support, Service, Skills, Business Services

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on cli

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on cli

[Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate you'll: Provide timely and accurate information to inbound customer service requests; Respond promptly and professionally to incoming phone calls, E-mails, and other web-based systems; Schedule services with service partners; Enter and update service requests and orders into designated internal work order system and/or portals; Follow up throughout the life of existing tickets and keep the customers informed about ticket status...Hiring Fast >>

Client Services Administrator 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 Administrator 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 acc