56 client associate jobs at 37 companies in Lebanon, PA
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Client Associate/Registered Client Associate
Lancaster, Pennsylvania, United States
OnsiteFull Time
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.
1mo
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED, ~2 years client-facing experience, strong client service skills, proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
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
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
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
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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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's in business/finance or equivalent, required securities registrations (SIE, Series 7, Series 63/66), 3+ years administration in financial services, CRM and Microsoft Office experience, strong oral/written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
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Brokerage Registered Client Service Associate
New Freedom or York
OnsiteFull Time
Bachelor's degree or equivalent, securities industry or sales assistant experience, FINRA SIE and Series 7 and Series 66 (or ability to obtain within 365 days), strong telephone and communication skills, Microsoft Office proficiency.
Microsoft Office, SalesForce
3w
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's or equivalent in business/finance, 3+ years administration experience in financial services, SIE/Series 7/63 or 66 required, knowledge of investment operations, CRM and Microsoft Office experience.
Client Relationship Management (CRM) software, Microsoft Office Suite
3mo
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Work From Home - Client Services Associate
West Chester, Pennsylvania, United States
RemoteFull Time
Genuine desire to help others; strong communication and interpersonal skills; ability to work independently and as part of a team; integrity and ethical conduct.
1w
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Client Services & Front Desk Associate – Law Firm
Willow Street or Lancaster
OnsiteFull Time
Professional office, administrative, receptionist, or client-service experience; clear communication, organization, attention to detail, discretion with confidential information, adaptability, and dependable service.
email
3w
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Senior Associate, Client Accounting Services (CAS) – Nonprofit Grant Accounting Focus
Lancaster, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
QuickBooks Online, Sage Intacct
3d
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Client Experience Coordinator
Capitol Heights or Baltimore or Somerville or Harrisburg
$60k-$90k/yr OnsiteFull Time
3+ YOEHigh school diploma or GED required; associate or bachelor's degree preferred. Requires 3–5 years in customer service, sales support, project coordination, order management, or related business support, plus Microsoft Office proficiency.
Hedberg, ERP, Microsoft Outlook, Microsoft Word, Microsoft Excel
2w
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Ultra High Net Worth Client Case Representative, Senior Associate
Malvern, Pennsylvania, United States
$84k-$92k/yr HybridFull Time
3+ YOE3+ years in financial services, undergraduate degree or equivalent, active SIE and Series 7 and Series 66 (or obtain Series 66 within 90 days); strong client relationship and consultative skills.
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.
1mo
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Family Law Client Service Specialist (Legal Administrative Assistant)
Exton, Pennsylvania, United States
OnsiteFull Time
5+ YOE5+ years law firm or legal department experience; associate's degree preferred; 60+ wpm keyboarding; intermediate MS Office (Outlook, Word, Excel, PowerPoint); court filing and calendaring experience.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, electronic filing
1w
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Technical Lab Associate - Client Services Laboratory
Hershey, Pennsylvania, United States
OnsitePart Time
High school diploma or equivalent required. Six months of job-related experience preferred. Duties require specimen handling, laboratory information system entry, patient registration, and telephone support.
2mo
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Graceful Transitions Associate
Lititz, Pennsylvania, United States
OnsitePart Time
At least 18 years old; high school diploma or GED; associates degree in Human Services or equivalent experience preferred; coordination experience; strong customer service; team player; able to work independently, organized, multitask; friendly with clients.
5d
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Tax Associate
York, Pennsylvania, United States
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve client problems, use digital tools, and hold a high school diploma or equivalent.
Copilot, ChatGPT
5d
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Tax Associate
Palmyra, Pennsylvania, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT