Customer Service Representative Conshohocken, PA

Client Service Associate

We are looking for a Client Service Associate to join a growing team supporting brokerage operations in Pennsylvania. This contract opportunity is ideal for someone who thrives in a fast-moving environment, communicates effectively with clients and advisors, and takes pride in accurate administrative support. The position focuses on handling service-related transactions, reviewing documentation, and maintaining reliable records throughout daily operations.

Responsibilities:

• Process incoming payments and service transactions with a high degree of accuracy and timeliness.

• Review submitted forms and supporting documents to confirm completeness and compliance before entry.

• Enter and update customer and transaction information in internal systems while maintaining precise records.

• Respond to inquiries from advisors and clients in a clear and attentive manner through phone and written communication.

• Handle inbound and outbound customer service interactions to resolve issues, provide updates, and support ongoing requests.

• Coordinate order and request details carefully to ensure smooth follow-through on service activities.

• Prioritize multiple tasks effectively in a fast-paced environment while meeting established turnaround expectations.

• Identify discrepancies in paperwork or account information and escalate concerns when additional review is needed.