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279 client associate jobs at 158 companies in Reading, PA

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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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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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 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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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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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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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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1w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
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
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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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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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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 Relationship Associate
Philadelphia or Boca Raton
$60k-$75k/yr HybridFull Time
Cozen O'Connor
Cozen O'Connor: Providing multinational legal representation and corporate advisory services.
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
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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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Associate Client Advocate - Real Estate
Las Vegas or Philadelphia or San Francisco or Los Angeles County or Washington
OnsiteFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
10+ YOE10+ years insurance client-facing experience, strong P&C knowledge, P&C insurance license required, experience with multi-line programs, RMIS and vendor portal experience, and Excel proficiency.
RMIS, Origami, OneTrust, Microsoft Excel
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