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135 client associate jobs at 84 companies in Lancaster, PA

2w
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Client Associate/Registered Client Associate
Lancaster, Pennsylvania, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor's degree or equivalent experience, strong communication and organizational skills, attention to detail, Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months, customer service and regulatory compliance experience.
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1w
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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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3mo
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Client Services Associate
Wayne, Pennsylvania, United States
OnsiteFull Time
Waldron Private Wealth
Waldron Private Wealth: Personalized wealth management and financial planning for affluent families.
0+ YOEEntry level role providing operational and administrative support to client services.
Custodian system, Document management system, Data aggregation platform
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1w
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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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1w
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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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1mo
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Client Service Associate
Media, Pennsylvania, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, relationship-building skills, adaptability, and ability to manage shifting priorities; associate's degree or professional certification preferred.
Microsoft Office
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1w
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Client Service Associate
Reading, Pennsylvania, United States
$60k-$70k/yr OnsiteFull Time
RKL
RKL: Provides accounting, tax, and business advisory services.
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
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2w
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Wealth Management Client Associate
York, Pennsylvania, United States
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, ensure accuracy of client materials, deepen client relationships, and follow bank policies; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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1d
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Associate, Client Service - Delaware
Wilmington, Delaware, United States
$85k-$118k/yr HybridFull Time
BlackRock
BlackRockNYSE: BLK: Provides investment management and financial technology services globally.
5+ YOEBachelor's degree or equivalent experience; 5+ years in financial services or client servicing preferred; strong analytical, communication and organizational skills; proficiency in Microsoft Office.
Microsoft Office
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2w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
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2w
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Senior Associate, Client Advisory
Newtown Square, Pennsylvania, United States
HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
1+ YOEBachelor's degree required,1+ years financial management experience,CFP desired,strong analytical and client service skills,Microsoft Office/Excel proficiency,and willingness to travel occasionally.
Microsoft Office, Microsoft Excel
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5d
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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 Services Associate
King of Prussia, Pennsylvania, United States
$25-$29/hr OnsiteFull Time
RH
RHNYSE: RH: Luxury home furnishings retailer operating design galleries and restaurants.
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
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1w
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Client Services Associate, Senior Living
Towson, Maryland, United States
$48k-$50k/yr OnsiteFull Time
BAYADA Home Health Care
BAYADA Home Health Care: Provides professional home health care and nursing services.
Experience in home health or medical office preferred; associate degree minimum (bachelor preferred); strong computer and communication skills; knowledge of Medicare/OASIS helpful; supervisory experience a plus.
Electronic Medical Record
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1w
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Private Client Associate - Royersford, PA
Royersford, Pennsylvania, United States
OnsiteFull Time
Janney Montgomery Scott
Janney Montgomery Scott: Provides wealth management, investment banking, and financial advisory services.
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
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1w
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Part Time Client Associate - King of Prussia
King of Prussia, Pennsylvania, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
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
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4w
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Registered Client Service Associate
Wilmington, Delaware, United States
OnsiteFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities registration (S63/S66) or ability to obtain within 150 days; client service, analytical, and strong computer skills.
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2w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required; active Series 7 and Series 66 or Series 63 and 65 required; 2+ years industry experience preferred; advanced Microsoft Office, client service and financial product knowledge.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2w
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U.S. Private Bank - Client Service Associate
Newark, Delaware, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
FINRA SIE, Series 7 and Series 63 required (or to be obtained within 90 days); proficiency with Microsoft Office; ability to work under pressure in a matrix organization; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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1w
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Client Service Associate - 2/13 Strategic Partners
Radnor, Pennsylvania, United States
OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
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
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