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369 client associate jobs at 201 companies in Pennsylvania

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Client Associate/Registered Client Associate
Pittsburgh, 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 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.
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1mo
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Client Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOE2+ years client service experience in finance preferred, bachelor's degree preferred (finance), proficient in Microsoft Office, excellent communication, detail oriented.
Microsoft Office, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
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2d
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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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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 Service Associate
Bridgeville, Pennsylvania, United States
OnsiteFull Time
Waldron Private Wealth
Waldron Private Wealth: Personalized wealth management and financial planning for affluent families.
0+ YOEEntry level, full-time client service role providing operational and administrative support to the Client Services department.
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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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3mo
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Client Experience Associate
Philadelphia, Pennsylvania, United States
RemoteFull Time
PerLuxe Travels
PerLuxe Travels: Provides personalized vacation planning and travel booking services.
Entry-level, remote client experience role; strong communication; detail-oriented; no prior experience required; full-time.
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1mo
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Client Associate - Employee Benefits
Emmaus, Pennsylvania, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/equivalent + 1 year experience; proficiency in Microsoft Office and basic math; strong organizational and communication skills; preferred associate's degree and Life & Health license (or obtained within 90 days).
Microsoft Office, Document Management System (DMS)
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4d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
Supports wealth managers with client onboarding, relationship management, and communications. May require Series 7 and 66 or 63/65; undergraduate degree preferred; prior brokerage or RIA experience and investment product knowledge preferred.
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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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6d
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Client Care Associate
Pittsburgh, Pennsylvania, United States
$17/hr HybridFull Time
FOREVER
FOREVER: Offers permanent cloud storage and media digitization services.
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
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2w
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Client Service Associate
Pittsburgh, Pennsylvania, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
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
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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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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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6d
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Client Service Associate-HYBRID
Pittsburgh, Pennsylvania, United States
HybridFull Time
Allegheny Financial Group
Allegheny Financial Group: Provides financial planning and investment management services.
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
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3w
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Registered Private Client Associate, Branch Support Specialist
Philadelphia, Pennsylvania, United States
HybridFull Time
Janney Montgomery Scott
Janney Montgomery Scott: Provides wealth management, investment banking, and financial advisory services.
3+ YOESeries 7, 63 and 65 or 66 required; 3 years private client associate experience; hybrid schedule with 3 days/week in Philadelphia office; ad-hoc travel; high school diploma (associate/bachelor preferred); proficiency in Microsoft Office; strong customer service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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3w
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Associate, Client Partnership
Dallas or Montreal or Pittsburgh or Sydney or North America
RemoteFull Time
Leap Event Technology
Leap Event Technology: Integrated technology platform for event ticketing, engagement, and marketing.
1+ YOE1-3 years client-facing experience, strong organization and communication, CRM proficiency (Salesforce), Microsoft Office/Google Workspace, contract/renewal coordination skills.
Salesforce, Microsoft Office, Google Workspace
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3w
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Client Services Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
F.N.B. Corporation
F.N.B. CorporationNYSE: FNB: Provides commercial and consumer banking, wealth management, and insurance services.
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
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2w
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Client Experience Associate
State College, Pennsylvania, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide branch customer service, process transactions, detect fraud, use digital tools, and identify referral opportunities; typically under 1 year experience and no college degree required.
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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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