Client Associate jobs in Doylestown, PA

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Client Services Associate
  • BAYADA Home Health Care
  • Levittown, PA FULL_TIME
  • BAYADA is looking for their next Associate to join the Jamison & Bensalem Team in PA

    Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while you grow your career and learn the business? We’re BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dynamic and entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.

     

    Through hands-on experience, Client Services Associates at BAYADA learn to lead field staff in providing quality home care in order to become a Client Services Manager.

     Responsibilities:

    • Focused on documentation, tracking and coordination of your caseload, you’ll assist in growing your office’s profitability through long-term relationship building and follow-up with clients, referral sources, payors and community organizations.
    • You’ll also help maintain effective fiscal management by coordinating the billing and processing of services and monitoring metrics while partnering with the manager to supervise, support and maintain communicative relationships with field employees.
    • Learn aspects of recruiting and onboarding staff

     

     Qualifications:

    • Four year college degree a plus
    • Some experience within healthcare administration a plus
    • A demonstrated record of strong interpersonal skills and goal achievement
    • Ambition to grow and advance beyond current position
    • Proven communication and PC skills (including solid phone marketing and data entry ability)

    BAYADA Offers:

    • Comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program
    • To learn more about BAYADA Benefits, click here

     

    #LIRX

    #JoinBayada-RX

     

     

  • 19 Days Ago

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Client Service Associate
  • The Hamilton Co Jewelers
  • Princeton, NJ FULL_TIME
  • The Client Service Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales profession...
  • 21 Days Ago

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Client Service Associate
  • Hamilton Jewelers
  • Princeton, NJ FULL_TIME
  • The Client Service Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales profession...
  • 21 Days Ago

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Wealth Management Client Associate
  • Bank of America
  • Princeton, NJ FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • Just Posted

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Wealth Management Client Associate
  • Bank of America
  • Doylestown, PA FULL_TIME
  • Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Man...
  • 25 Days Ago

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Registered Client Service Associate
  • Morgan Stanley
  • Lawrence, NJ FULL_TIME
  • POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists wit...
  • 28 Days Ago

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0 Client Associate jobs found in Doylestown, PA area

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Shift Lead
  • Banfield Pet Hospital
  • Woodbury, NJ
  • SUMMARY OF JOB PURPOSE AND FUNCTION The primary purpose and function of the Shift Lead is to perform the duties of a CSC...
  • 4/24/2024 12:00:00 AM

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TRANSACTION COORDINATOR/OFFICE ADMINISTRATOR
  • Assured Settlement Services Co
  • Doylestown, PA
  • Job Description Job Description As Transaction Coordinator/Office Administrator, your main responsibility will be managi...
  • 4/24/2024 12:00:00 AM

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Pre-Season Tax Professional
  • H&r Block
  • Havertown, PA
  • **516779BR****Title:**Pre-Season Tax Professional**Our Company****:**At H&R Block, we believe in the power of people hel...
  • 4/24/2024 12:00:00 AM

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Employee Benefits Account Manager
  • Craig Bradford Associates
  • Wayne, PA
  • Comp: Base up to $125K dependent upon experience The Account Manager is responsible for day to day management of their a...
  • 4/22/2024 12:00:00 AM

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Transportation Construction Inspector III
  • Johnson Mirmiran And Thompson Inc.
  • Trenton, NJ
  • Johnson, Mirmiran & Thompson is a dynamic, 100% employee-owned consulting firm of more than 2,000 professionals that pro...
  • 4/22/2024 12:00:00 AM

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Pre-Season Tax Professional
  • H&r Block
  • Plymouth Meeting, PA
  • **516775BR****Title:**Pre-Season Tax Professional**Our Company****:**At H&R Block, we believe in the power of people hel...
  • 4/22/2024 12:00:00 AM

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Security Analyst
  • Insight Global
  • Basking Ridge, NJ
  • Job DescriptionOne of our telecommunication clients is seeking to hire an information security analysts to join their se...
  • 4/22/2024 12:00:00 AM

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Bilingual Customer Service Specialist (Spanish)
  • Sherwin-Williams
  • Doylestown, PA
  • Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
  • 3/28/2024 12:00:00 AM

Doylestown is a borough and the county seat of Bucks County in the U.S. state of Pennsylvania. It is located 35 miles (56 km) north of Center City Philadelphia and 80 miles (130 km) southwest of New York City. As of the 2010 census, the borough population was 8,380. According to the United States Census Bureau, the borough has a total area of 2.2 square miles (5.7 km2), all of it land. Doylestown Borough is bordered by Doylestown Township except to the northeast where it borders Buckingham Township. Natural features of Doylestown Borough include Cooks Run and Neshaminy Creek....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$57,377 to $75,230
Doylestown, Pennsylvania area prices
were up 1.5% from a year ago

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023