3 client facing associate jobs at 3 companies in Harrisburg, PA
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
Requires H&R Block Income Tax Course completion, customer service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma/GED. Tax or client-facing experience preferred.