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445 client associate jobs at 189 companies in Bensalem, PA

2w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
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
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2w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
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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2mo
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Client Associate
Mount Laurel, New Jersey, United States
$38k-$73k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency in Microsoft Office and basic math; strong written/verbal communication and organizational skills; client-relationship experience preferred.
Microsoft Office, Document Management System (DMS)
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4w
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
Citadel Credit Union
Citadel Credit Union: Provides banking, loans, and investment services to credit union members.
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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1mo
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Client Service Associate
Manasquan, New Jersey, United States
$65k-$95k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
Provide exceptional client service, manage client implementation, maintain client records, coordinate administrative tasks; high school diploma required, bachelor’s preferred, financial services or internship experience preferred.
Microsoft Office, Salesforce, Redtail, eMoney
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3w
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Client service support for Financial Advisors; strong client focus, attention to detail, adaptability to technology; high school diploma or GED required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, strong client-focus, detail orientation, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce, high school diploma required; FINRA licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
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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4w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
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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4w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
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3w
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Client Relations Associate
Bridgewater, New Jersey, United States
$85k-$95k/yr HybridFull Time
Harding Loevner
Harding Loevner: Manages global equity portfolios for institutional and individual clients.
2+ YOEBachelor's degree,2–5 years client-facing experience in asset management/financial services,interest in investment markets,strong communication and organizational skills,CRM experience,and willingness to travel <10%.
CRM
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2w
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Associate Client Advocate
Boston or New York City or Short Hills or Philadelphia
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
5+ YOERequires 5+ years of commercial Property and Casualty insurance experience, client-facing skills, P&C broker license, negotiation, project management, presentations, Microsoft Office proficiency, and strong communication.
Microsoft Office
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1mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Detail-oriented, advanced Microsoft Office skills, client service experience; willing to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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1mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; college degree preferred. Detail-oriented, strong Microsoft Office skills, client service experience preferred. Willingness to obtain Series 7/63/65/66 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2w
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
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4w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
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1mo
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Senior Client Service Associate
Iselin, New Jersey, United States
$70k-$80k/yr HybridFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Provide client-facing service and account operations supporting financial advisors; proficiency with Microsoft Office, CRM (Salesforce) and custodial platforms; strong attention to detail and multitasking; 5+ years of financial services experience preferred.
Microsoft Office Suite, Salesforce, Schwab, Fidelity, Raymond James
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6d
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Client Services Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
BAYADA Home Health Care
BAYADA Home Health Care: Provides professional home health care and nursing services.
Bachelor’s degree required; customer service preferred. Requires strong interpersonal, organizational, communication, computer, data entry, phone, and relationship-building skills.
Microsoft Office
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3w
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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
Lympha Press
Lympha Press: Provides pneumatic compression systems for lymphedema and venous disease.
High school diploma/GED, strong verbal communication, time management, computer proficiency, familiarity with EMR/medical billing or DME a plus; ability to manage multiple tasks in a fast-paced office.
EMR
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4w
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Client Relationship Associate
Philadelphia or Boca Raton
$60k-$75k/yr HybridFull Time
Cozen O'Connor
Cozen O'Connor: Providing multinational legal representation and corporate advisory services.
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
AgilLink
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