303 client associate jobs at 134 companies in Easton, PA
2w
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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
2w
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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
3w
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
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
1mo
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
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
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
3w
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Client Service Associate
Reading, Pennsylvania, United States
$60k-$70k/yr OnsiteFull Time
3+ YOE3+ years administrative/operations experience in financial or professional services; Series 65 and ASPPA credentials (or ability to obtain); Associate's or Bachelor's in business preferred; strong communication, problem solving, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Client Relations Associate
Bridgewater, New Jersey, United States
$85k-$95k/yr HybridFull Time
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
2w
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Associate Client Advocate
Boston or New York City or Short Hills or Philadelphia
$90k-$120k/yr HybridFull Time
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
1mo
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Senior Client Service Associate
Iselin, New Jersey, United States
$70k-$80k/yr HybridFull Time
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
3d
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
High school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 licenses, advanced Microsoft Office skills, financial services knowledge, and strong organizational and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
3w
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Private Client Associate
Melville or Bridgehampton or Jersey City or Summit
$33-$41/hr HybridFull Time
College graduate or equivalent; P&C insurance license required or may be obtained after hire; strong oral/written communication, problem-solving, organizational skills; independent user of technology.
1mo
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Client Services Associate
King of Prussia, Pennsylvania, United States
$25-$29/hr OnsiteFull Time
Customer service experience in luxury retail/design preferred; strong verbal and written communication, organization, time management, multitasking, detail orientation; proficiency with Mac OS, iOS devices, Microsoft Office and Google Apps; ability to lift up to 30 lbs.
Mac Operating System, IOS devices, Microsoft Office, Google Applications
3w
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Registered Client Service Associate
Florham Park, New Jersey, United States
$65k-$85k/yr OnsiteFull Time
5+ YOESeries 7 and 66 licenses, ideally 5+ years client service experience in finance, bachelor’s degree preferred, strong communication and analytical skills, proficient with Microsoft.
Microsoft
3w
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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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Part Time Client Associate - King of Prussia
King of Prussia, Pennsylvania, United States
OnsitePart Time
1+ YOE1+ year client-service experience, retail sales and customer service skills, proficiency with Microsoft applications and POS, strong communication, ability to work weekends/evenings and non-traditional hours.
Microsoft Applications, point-of-sale (POS) systems
3w
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Client Service Associate (Bethlehem, PA)
Bethlehem, Pennsylvania, United States
OnsiteFull Time
1+ YOEBachelor's degree,1-2 years financial services or fixed income experience,proficiency with MS Office,ability to interact professionally with clients,and willingness to obtain FINRA registrations (SIE,Series 7/63 or 66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Registered Client Service Associate
Morristown, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma required (college preferred); active Series 7 and Series 66 or Series 63 + 65; 2+ years industry experience preferred; advanced Microsoft Office skills and experience with client onboarding, transactions, and digital tools.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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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
4d
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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