Client Service Manager in Pennsylvania

Sago, formerly Schlesinger Group, is the global research and data partner that connects human answers to business questions. Combining our legacy of impact, global reach, and innovative spirit, we enable our clients to solve business problems through extensive audience access and an adaptive range of qualitative and quantitative solutions. We help our clients understand what their customers want and demand — empowering them to make decisions with confidence. As a partner to our clients, their clients, and the industry, Sago seamlessly connects businesses to key insights.

Join our team at SAGO, where happiness thrives in the top 35%, our work culture ranks in the top 10%, and diversity shines in the top 15% compared to peers of our size. Discover more about us at https://www.comparably.com/companies/sago

POSITION SUMMARY: 

As a Facility Manager at our focus group facility, your leadership role is multifaceted, encompassing...

Description

Client Service Manager.

Internally: Facility Manager.

POSITION SUMMARY: 

As a Facility Manager at our focus group facility, your leadership role is multifaceted, encompassing the orchestration of smooth and efficient facility operations. Beyond overseeing administrative and operational aspects, you will actively drive sales opportunities to fill the rooms with both existing and new clients. Anticipating and meeting client needs is paramount, and your strategic approach will extend to cultivating relationships and identifying opportunities for business growth. Your hands-on involvement in managing your staff, and coordinating logistics, coupled with a commitment to delivering exceptional customer service, will contribute not only to the success of individual in person projects but also to the facility's overall reputation in the competitive market research industry. This position is 100% in-person, in our...

Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a Client Service Associate to join our Harleysville, Pennsylvania office workforce.

The Client Service Associate (“CSA”) is responsible for supporting the firm’s Wealth Advisors and Clients directly by delivering high-touch service and ensuring transaction/money movement requests are processed promptly and accurately. The CSA will partner with Operations team members to manage the needs of our Clients and play an active role in future projects as the firm continues to grow.

Key Responsibilities:

• Manage the client onboarding and account opening processes.
• Process and track client paperwork, including withdrawals, transfers, and contributions.
• Maintain accurate and up-to-date client information in our CRM system.
• Prepare and distribute client reports and documents.
...