13 client associate jobs at 8 companies in Altoona, PA
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Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely and accurate client materials, follow policies, promote bank offerings, and use Microsoft and CRM tools.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking and investment offerings, follow policies, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Experience Associate
State College, Pennsylvania, United States
OnsiteFull Time
Provide branch customer service, process transactions, detect fraud, use digital tools, and identify referral opportunities; typically under 1 year experience and no college degree required.
2w
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Dedicated Client Services Associate
State College, Pennsylvania, United States
$45k-$55k/yr OnsiteFull Time
Strong organization, attention to detail, professional communication, accountability, technology proficiency, and Microsoft Office expertise, especially Excel. CRM or finance experience helpful; training available.
Microsoft Office, Microsoft Excel, Redtail, CRM
1mo
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Part-Time Client Service Associate
Altoona, Pennsylvania, United States
OnsitePart Time
2+ YOE2+ years professional office experience; proficiency with CRM software and Microsoft Office; strong communication, organization, customer service, and basic investment knowledge.
Client Relationship Management (CRM) software, Microsoft Office
2w
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Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
6d
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Tax Associate
Ebensburg, Pennsylvania, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
6d
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Tax Associate
Johnstown, Pennsylvania, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, completion of the H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including AI tools.
Copilot, ChatGPT
6d
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Tax Associate
Altoona, Pennsylvania, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
6d
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Tax Associate
Windber, Pennsylvania, United States
OnsiteFull Time, Seasonal
Requires 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 with digital tools including AI tools.
Copilot, ChatGPT
3d
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CNB Bank, Universal Associate, Full Time
DuBois, Pennsylvania, United States
$15-$22/hr OnsiteFull Time
High school diploma or GED required; related experience and secondary education preferred. Requires communication, digital literacy, mathematics, reasoning, and client service skills.
email, internet, intranet, telephone systems, debit card system, statement processing system, cash advance machines, computers, phones, printers, TCD, TCR, ETM, Vault, coin machine
1mo
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Part Time (30 Hours) Associate Banker, State College Northland Center Branch, State College, PA
State College, Pennsylvania, United States
OnsitePart Time
High school diploma/GED, client service experience, strong communication and interpersonal skills, cash handling ability, ability to learn products and use branch technology (tablet, Chase Mobile App, Chase.com), attention to detail and compliance.
Chase Mobile App, Chase.com, ATM, tablet, cash vault
3w
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint