76 client accounting services associate jobs at 33 companies in Reading, PA
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Senior Associate, Client Accounting Services (CAS) – Nonprofit Grant Accounting Focus
Lancaster, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
QuickBooks Online, Sage Intacct
4d
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree or equivalent required; 3+ years financial services or sales administration and 2+ years investment operations required. SIE, Series 7, and Series 63 or 66 required.
Microsoft Office Suite, Client Relationship Management (CRM) software
4d
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree in business, finance, or related field; 3+ years financial services administration; 2+ years investment operations; required SIE, Series 7, and Series 63 or Series 66.
Microsoft Office Suite, Client Relationship Management (CRM) software
1mo
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOESIE required; Series 6/63 required or obtainable in 6 months. High school required (BA preferred). 5+ years financial/customer service experience. Proficient with Microsoft Office; strong client service and multitasking skills.
FINRA, Microsoft Office
3w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
1mo
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Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Bachelor's degree required. Strong analytical, client service, and communication skills. Microsoft Office (Excel) proficiency. Prior client operations/administration experience is a plus but recent graduates may apply.
Microsoft Office, Microsoft Excel
1mo
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree (or equivalent experience),1+ year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with office software.
1mo
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
3w
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Wealth Management Client Associate
Wyomissing, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Senior Client Service Associate
West Conshohocken or Philadelphia
$70k-$85k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of experience required. Requires investment account knowledge, strong communication and organizational skills, and compliance adherence; Series 65 and CFP® preferred.
CRM
1mo
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Private Client Associate - Royersford, PA
Royersford, Pennsylvania, United States
OnsiteFull Time
Provide client service and operational support for financial advisors; strong customer service, communication, attention to detail; proficiency in Word, Excel, PowerPoint, Outlook; Series licensing preferred or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Engagement Manager, Client Transition
Parsippany or Wayne
$86k-$240k/yr OnsiteFull Time
Bachelor's degree required; experience in client services or account management with proven people management; strong technical aptitude, training experience, project and stakeholder management; experience with data/analytics preferred.
1mo
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Client Service Associate - 2/13 Strategic Partners
Radnor, Pennsylvania, United States
OnsiteFull Time
Client service experience, strong interpersonal and problem-solving skills, attention to detail, proficiency in Microsoft Office and CRM, custodian platform experience; FINRA licenses a plus; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, Salesforce, Schwab
1w
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Client Financial & Residential Services Coord
Philadelphia, Pennsylvania, United States
OnsiteFull Time
3+ YOEBachelor's degree in finance, accounting, economics, or business administration preferred, or associate degree with five years' specific experience; 3–5 years' relevant experience, driver's license, insured vehicle, and Microsoft product proficiency required.
Microsoft Excel, Microsoft Word, PA COMPASS, Social Security Administration Site
1mo
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Financial Advisory Services - Senior Associate
Philadelphia or Wilmington or New York City
HybridFull Time
3+ YOEDegree in accounting or finance, 3+ years accounting/finance experience, excellent Microsoft Excel skills, client service and analytical ability, willingness to work in-office average four days/week; CPA and FP&A experience preferred.
Microsoft Excel
2mo
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Associate Director--Commercial Supply Services
Audubon, Pennsylvania, United States
OnsiteFull Time
3+ YOE1+ MgmtBachelor's in science or business, 3+ years client/account management experience in the pharmaceutical industry, 1 year management experience, budget control experience, knowledge of GMP, ERP/sales order processing and supply chain experience preferred.
ERP
3w
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
1mo
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Trust Associate
Wilmington, Delaware, United States
HybridFull Time
3+ YOESupport day-to-day administration of complex personal trust accounts, manage billing and transactions, assist onboarding, prepare committee materials, and maintain high client service and regulatory standards.
3mo
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Relationship Associate
Wilmington, Delaware, United States
$75k-$85k/yr HybridFull Time
4+ YOE4+ years’ trust experience; experience in trust administration; proficient with SEI / Global Plus; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SEI Global Plus
1w
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Tax Associate
Etna or Philadelphia
OnsiteFull Time, Seasonal
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort using digital tools.
Microsoft Copilot, ChatGPT
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