98 client associate jobs at 52 companies in McKeesport, PA
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Client Associate/Registered Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months.
3w
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Client Care Associate
Pittsburgh, Pennsylvania, United States
$17/hr HybridFull Time
3+ YOE3+ years call center experience, proficiency with ticketing and live chat, strong verbal and written communication, troubleshooting web/mobile/desktop apps, and documenting client interactions (e.g., Zendesk).
Zendesk, Android, iOS, Artisan, Historian
1mo
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Client Service Associate
Pittsburgh, Pennsylvania, United States
$55k-$75k/yr OnsiteFull Time
2+ YOESeries 7/66 preferred (must obtain within 6 months), ~2 years client service experience in finance preferred, bachelor's preferred (wealth management), proficiency with Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
3w
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Client Service Associate-HYBRID
Pittsburgh, Pennsylvania, United States
HybridFull Time
2+ YOEProvide executive-level administrative support to financial advisors, deliver concierge client service, process account transactions, maintain CRM and eMoney, and possess strong Microsoft Office skills; SIE certification encouraged.
Microsoft Word, Microsoft Excel, Outlook, Teams, OneNote, SharePoint, Zoom, DocuSign, eMoney
3w
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Wealth Management Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking offerings, and use Microsoft Office and Salesforce; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Wealth Management Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors; client-centric, detail-oriented, able to learn new technology platforms; high school diploma required; SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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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
1mo
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Client Services Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
3+ YOE3 years related experience; high school/GED; customer service, communication, organizational and analytical skills; experience with MS Word, Excel, PowerPoint; NMLS required for Private Banking roles.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1d
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Non Registered - Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and customer service knowledge, critical thinking, communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1d
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Non Registered - Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and investment brokerage knowledge, customer service, critical thinking, time management, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Relations Specialist
Pittsburgh, Pennsylvania, United States
$50k/yr OnsiteFull Time
2+ YOEHigh school diploma +5 years or associate degree +2 years in customer service/administrative roles; strong verbal/written/public speaking skills; experience with MS Office and SharePoint; event coordination and data entry experience; ability to lift 20 lbs.
Microsoft Office, SharePoint, NetSuite, Portfol, PowerPoint, Customer Relationship Management (CRM)
2d
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Client Assessor - Home Delivered Meals
Steubenville, Ohio, United States
OnsiteFull Time
Requires a high school diploma or equivalent and valid Ohio driver's license. Office experience is beneficial; associate degree preferred but not required. Must complete accurate assessments and use computers.
1w
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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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Associate Manager Full-time
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Retail leadership with strong sales and client experience (luxury preferred), ability to lift 30 lbs and use ladder, flexible availability (nights/weekends/mornings/holidays), strong time management and integrity, coach and train associates.
1mo
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Trader Associate - PNC Wealth Management
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
4+ YOESupports trading and execution for wealth management; requires FINRA Series 7 and 63 (or 66), typically an Associates degree, ~4+ years related experience, client-facing skills, accuracy, and product/market knowledge.
4w
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Associate (Estate Planning)
Pittsburgh, Pennsylvania, United States
HybridFull Time
3+ YOEJD and admission to the Pennsylvania Bar,3+ years estates and trusts experience,ability to draft wills/trusts/POAs,litigation experience a plus,strong research, drafting, client-management skills.
1mo
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Sales Associate
Washington, Pennsylvania, United States
$11-$13/hr OnsitePart Time
Customer-focused seller with strong communication, flexibility for nights/weekends/holidays, ability to meet sales goals, maintain store presentation, and build client relationships.
3d
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Tax Associate
Homestead, Pennsylvania, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of tax training or assessment.
Copilot, ChatGPT
3d
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Tax Associate
Morgantown, West Virginia, 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
1mo
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Senior Associate, Assurance
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEBachelor's in accounting or related field, 2+ years audit experience, eligible to sit for CPA exam, proficiency in Microsoft Office, ability to travel for client engagements.
Microsoft Office Suite, Caseware