94 client associate jobs at 61 companies in York, PA
3w
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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.
3w
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED, ~2 years client-facing experience, strong client service skills, proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Client Associate
Baltimore, Maryland, United States
$55k-$65k/yr OnsiteFull Time
SIE, Series 7 and 66 (or willingness to obtain); bachelor’s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1w
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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
2w
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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
1mo
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Strong client service, organizational and Microsoft Office skills. Willingness to obtain Series 7/66 or Series 63/65 licenses. Industry experience is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills; willing to obtain Series 7/63/65/66 licenses. Strong interpersonal, writing, time-management, and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
1w
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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
3w
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
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
2w
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Client Services Associate, Senior Living
Towson, Maryland, United States
$48k-$50k/yr OnsiteFull Time
Experience in home health or medical office preferred; associate degree minimum (bachelor preferred); strong computer and communication skills; knowledge of Medicare/OASIS helpful; supervisory experience a plus.
Electronic Medical Record
1mo
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Corporate Trust Client Relationship Associate
Baltimore, Maryland, United States
$29-$48/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year client-facing experience, Excel proficiency, strong communication, attention to detail, and familiarity with corporate trust or public finance preferred.
Microsoft Excel
3w
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Private Client Relationship Associate
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree required; 1+ years financial or client service experience preferred; proficiency with Microsoft Office (Excel, Word, PowerPoint); trust administration experience a plus; authorized to work in the U.S. without sponsorship.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's in business/finance or equivalent, required securities registrations (SIE, Series 7, Series 63/66), 3+ years administration in financial services, CRM and Microsoft Office experience, strong oral/written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
3w
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Brokerage Registered Client Service Associate
New Freedom or York
OnsiteFull Time
Bachelor's degree or equivalent, securities industry or sales assistant experience, FINRA SIE and Series 7 and Series 66 (or ability to obtain within 365 days), strong telephone and communication skills, Microsoft Office proficiency.
Microsoft Office, SalesForce
2w
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's or equivalent in business/finance, 3+ years administration experience in financial services, SIE/Series 7/63 or 66 required, knowledge of investment operations, CRM and Microsoft Office experience.
Client Relationship Management (CRM) software, Microsoft Office Suite
1mo
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Private Client Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$60k-$80k/yr OnsiteFull Time
High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
20h
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Client Services & Front Desk Associate – Law Firm
Willow Street or Lancaster
OnsiteFull Time
Professional office, administrative, receptionist, or client-service experience; clear communication, organization, attention to detail, discretion with confidential information, adaptability, and dependable service.
email
2w
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Senior Associate, Client Accounting Services (CAS) – Nonprofit Grant Accounting Focus
Lancaster, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
QuickBooks Online, Sage Intacct
1w
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Senior Registered Client Service Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$80k-$85k/yr HybridFull Time
3+ YOEHigh school diploma and 3+ years financial services experience (5 years preferred); SIE and Series 7 required; Series 63/65/66 as state-required; strong communication, CRM and Excel skills.
Client Relationship Management (CRM) software, Microsoft Excel
6d
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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.