58 client accounting services associate jobs at 37 companies in Wyncote, PA
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEProvide operational and administrative support to Financial Advisors, onboard clients, process transactions, prepare meeting materials; requires bachelor's in business/finance or equivalent, 3+ years financial services administration, and required securities registrations.
Microsoft Office, Client Relationship Management (CRM)
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's degree in business/finance (or equivalent), 3+ years admin experience in financial services, 2+ years investment operations, SIE and Series 7 and 63/66 required, proficiency with Microsoft Office and CRM, strong oral and written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
3w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 and 66 required, 2+ years client service experience in financial industry preferred, BA/BS degree, strong client-facing, organizational, and Microsoft Office skills.
Microsoft Excel, PowerPoint, Concur, eMoney
3w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 & 66 required, BA/BS degree, 2+ years client service experience preferred, strong Microsoft Office skills (Excel, PowerPoint), Concur and eMoney experience a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
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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
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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
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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.
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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
2w
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Wealth Management Client Associate
Mount Laurel, New Jersey, United States
$25-$44/hr OnsiteFull Time
2+ YOEProvide client service support to Financial Advisors, handle client requests, ensure accuracy of client materials, promote banking solutions, and support operational excellence; 2 years experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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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
1d
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Registered Client Service Associate
Marlton or Mount Laurel
$64k-$88k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent and 3–5 years of relevant experience. Requires Series 7, securities and IAR registrations, insurance licenses, client service experience, analytical skills, organization, and software proficiency.
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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
3w
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Client Service Associate (CSA)
Bedminster, New Jersey, United States
OnsiteFull Time
3+ YOE3+ years in financial services, detail-oriented with strong analytical, communication, CRM and Microsoft Office skills; bachelor’s degree preferred; Series 7/63/65/66 preferred.
Microsoft Office, Windows, Redtail, MS Dynamics
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.
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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
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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.
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