23 client facing associate jobs at 17 companies in Intercourse, PA
1mo
Save
Mark Applied
Hide
1mo
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
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hrOnsiteFull Time
Signarama Norristown & Willow Grove: Provider of custom signage, banners, and vehicle graphic solutions.
Customer service, administrative, office, or client-facing experience preferred; strong communication, organization, multitasking, problem-solving, and attention to detail required. Microsoft Office and CRM experience preferred.
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/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years experience with product/technical solution design for clients, strong client-facing and communication skills, ability to document solutions and work in matrixed organization, willingness to travel for client meetings.
Associate Director of Client Success – Launch Accelerator
East Norriton or Waltham or New York City or Princeton
$125k/yrOnsiteFull Time
Trinity Life Sciences: Strategic consulting and analytics for life sciences companies.
5+ YOE5+ years pharma/biotech launch or PMO experience, 3+ years client-facing SaaS adoption experience, strong project management and communication skills, SaaS/digital transformation experience, ability to drive client value and growth.
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.
New York City or Austin or King of Prussia or Scottsdale
$60k-$75k/yrHybridFull Time
Vestwell: Digital infrastructure for workplace retirement and savings programs.
Customer-facing role requiring strong written and verbal communication, critical thinking, Excel/Google Sheets proficiency, and ability to manage high volumes of inbound client inquiries and collaborate cross-functionally.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
Phenom: AI-powered software platform for talent acquisition and management.
2+ YOE2+ years of experience with APIs and integration technologies; familiarity with cloud computing and programming concepts; ability to work in a hybrid, client-facing role.
APIs, Web Services, REST, SOAP, SSO, Integration Tools, Java, Python, SaaS, Cloud Computing, SFTP, Email Server Integrations, Web Technologies, Microservices, Multi-tenancy, UAT, Functional Specifications, Requirements Analysis
FX Well: Provides corporate wellness platforms and fitness facility management services.
1+ YOE1+ year B2B sales or business development experience, strong verbal/written communication, outbound prospecting, CRM experience preferred, comfortable with events and client-facing activity.
Hamilton LaneNASDAQ: HLNE: Provides private market investment management and advisory services.
7+ YOEBachelor's degree, 7+ years in financial services (investor relations or product management), client-facing experience, Microsoft Word/Excel/PowerPoint proficiency, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Leap: Platform for brands to launch and operate retail stores.
Retail or client-facing experience preferred; strong selling, communication, hospitality, teamwork, and organizational skills required. Must be 18+, flexible for nights, weekends, holidays, and lift up to 50 pounds.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOEHigh school diploma or GED, 1 year of client-facing experience, Microsoft Office proficiency, strong communication, organization, problem-solving, prioritization, and judgment skills.
1+ YOEBachelor’s degree preferred; 1–3 years in financial services support, client-facing, or sales roles; obtain Series 65 and Life & Health licenses within 6 months and complete CFP requirements within 2 years.
Microsoft Office 365, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce
Strategy Insights & Planning Associate Consultant- Market Research
Philadelphia or New York or Princeton or Boston or Durham
$120k-$137k/yrHybridFull Time
ZS: Global management consulting and technology firm for healthcare and life sciences.
PhD or Masters in a quantitative field preferred (or 2-5 years relevant post-study experience); strong problem solving, communication, leadership aptitude, and client-facing skills; fluency in English.
ePlusNASDAQ: PLUS: Provides integrated IT solutions, managed services, and cloud infrastructure.
2+ YOERelevant degree or professional qualifications; 2+ years client-facing experience; IT managed services familiarity; strong communication, presentation, and people-management skills; systems literacy (networking, SAN, server management).
Networking, Business Communications, Security, Wireless, SAN, Server Management
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
1+ YOE1–3 years in financial services support, client-facing, or sales roles; bachelor's degree preferred; pursue Series 65, life and health insurance licensing, and CFP; strong analytical, organizational, communication, and Microsoft Office skills.
Microsoft Office 365, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce
Durham or Austin or Bethlehem or Boston or Carlsbad or Chesapeake or Falls Church or Greenwich or Marietta or Milwaukee or New Providence or New York or Northborough or Parsippany or Providence or Richmond or Rockville or Rosemont or San Francisco or San Mateo or Wayne
$126k-$350k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and healthcare data analytics services.
7+ YOE5+ MgmtMaster's in epidemiology/biostatistics with 7+ years evidence synthesis experience (PhD preferred), 5+ years client-facing experience, strong SLR and ITC/NMA expertise, Bayesian meta-analysis, and proficiency with PowerPoint, Excel, and Word.