7 client facing associate jobs at 7 companies in York, PA
4w
Save
Mark Applied
Hide
4w
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
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.
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
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.
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.
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.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience, ability to lift up to 50 lbs, strong organization and communication, punctuality and reliable attendance, flexible to nights/weekends/holidays.