387 client associate jobs at 177 companies in Phoenixville, 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
2mo
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Client Associate
Mount Laurel, New Jersey, United States
$38k-$73k/yr HybridFull Time
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency in Microsoft Office and basic math; strong written/verbal communication and organizational skills; client-relationship experience preferred.
Microsoft Office, Document Management System (DMS)
1mo
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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.
4w
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
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
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
1w
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Wealth Management Client Associate
Princeton, New Jersey, United States
$25-$44/hr OnsiteFull Time
2+ YOE2 years experience; client service support for financial advisors; strong verbal/written communication; detail oriented; proficiency with Microsoft Office and Salesforce; FINRA qualifications preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
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.
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
4w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
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
2w
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
4w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
2w
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Wealth Management Client Associate
Wyomissing, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
6d
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Client Services Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Bachelor’s degree required; customer service preferred. Requires strong interpersonal, organizational, communication, computer, data entry, phone, and relationship-building skills.
Microsoft Office
3w
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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
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
4w
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Client Relationship Associate
Philadelphia or Boca Raton
$60k-$75k/yr HybridFull Time
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
AgilLink
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
2w
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Client Reception and Intake Associate
Philadelphia, Pennsylvania, United States
$40k/yr OnsiteFull Time
Associate degree required; client-facing intake and administrative experience; proficiency with case management systems, MS Outlook/Teams/Excel, phone systems, scanning, and data entry; strong communication and organizational skills.
Case Management System (CMS), Microsoft Outlook, Teams, Microsoft Excel, telephone systems, scanners, email, calendars