1w
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Associate, Client Partnership
Dallas or Montreal or Pittsburgh or Sydney or North America
RemoteFull Time
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
4d
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2+ years investment industry experience, Series 7 and 63/66 preferred, proficient in Microsoft Excel/Word/PowerPoint/Outlook, strong customer service and administrative skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
Save
Mark Applied
Hide
Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEAdministrative and clerical knowledge; investment industry knowledge; time management; critical thinking; customer service and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Associate Client Service Manager
Coraopolis, Pennsylvania, United States
HybridFull Time
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years; property & casualty insurance license; proficiency with Microsoft Office; strong communication, adaptability, and collaboration skills.
Microsoft Office, Gallagher’s systems
1w
Save
Mark Applied
Hide
Associate, Client Processing I - Conventional Debt
Pittsburgh, Pennsylvania, United States
$52k-$65k/yr HybridFull Time
0+ YOEBachelor's degree or equivalent, 0–3 years experience preferred, strong communication, Excel and Microsoft Office proficiency, attention to detail, problem solving, and ability to coordinate cross-functional work.
Microsoft Office, Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Solution Specialist Sr
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
4+ YOEProvides sales/service support, processes documentation, ensures compliance, manages client/account details; associates degree and typically 4+ years related experience required.
1mo
Save
Mark Applied
Hide
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)
4d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
4d
Save
Mark Applied
Hide
Financial Wellness Associate
Ingomar, Pennsylvania, United States
$19-$28/hr HybridFull Time
High school diploma or equivalent; experience developing client relationships and achieving sales goals; cash handling and Windows PC proficiency; ability to educate clients on digital platforms; valid driver's license may be required; notary preferred.
Windows