220 client service associate jobs at 97 companies in New Castle, DE
2w
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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
5d
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
High school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 licenses, advanced Microsoft Office skills, financial services knowledge, and strong organizational and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1mo
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3mo
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Wealth Client Service Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor’s degree and at least 1 year of financial services client service experience; or 5 years combined education/work experience with equivalent client service exposure. Strong customer service and communication skills.
Microsoft Office
2d
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Client Service Associate, Wealth Advisory
Beachwood or Cleveland or Philadelphia
HybridFull Time
Bachelor's degree or equivalent experience; 0–4 years in financial services preferred. Requires Microsoft Office proficiency, strong communication, organization, problem-solving, accuracy, discretion, and client-service skills.
Microsoft Office, Salesforce.com
3d
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Client Service Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
0+ YOEBachelor's degree and less than one year of professional experience, or comparable education, certification, and experience. Requires customer support, communication, critical thinking, risk management, and administrative skills.
Health Savings Account (HSA), 401(k), Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), Financial Industry Regulatory Authority (FINRA)
1mo
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Registered Client Service Associate
Wilmington, Delaware, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities registration (S63/S66) or ability to obtain within 150 days; client service, analytical, and strong computer skills.
2mo
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Client Service Coordinator
Mount Laurel, New Jersey, United States
$17-$22/hr OnsiteFull Time
Provide professional client service, manage client/pet flow, promote wellness plans and hospital services, perform administrative and financial tasks, enter patient data, and communicate effectively with clients and associates.
1mo
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U.S. Private Bank - Client Service Associate
Newark, Delaware, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 63 required (or to be obtained within 90 days); proficiency with Microsoft Office; ability to work under pressure in a matrix organization; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2d
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Registered Client Service Associate
Haddonfield, New Jersey, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative and customer service skills, investment brokerage knowledge, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2d
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Registered Client Service Associate
Haddonfield, New Jersey, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and investment brokerage knowledge, strong communication and customer service skills, and Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4w
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Client Service Coordinator
Wilmington, Delaware, United States
$17-$22/hr OnsitePart Time
Coordinates client and pet flow through a veterinary hospital, supports medical team productivity, communicates with clients and associates, and coordinates care.
6d
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Senior Client Service Associate
West Conshohocken or Philadelphia
$70k-$85k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of experience required. Requires investment account knowledge, strong communication and organizational skills, and compliance adherence; Series 65 and CFP® preferred.
CRM
2mo
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Client Service Coordinator - 002491
King of Prussia, Pennsylvania, United States
$17-$22/hr OnsitePart Time
Coordinating client and pet flow through the hospital, maximizing team productivity, ensuring clear communication with clients and associates, and fostering client retention and referrals.
3w
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Client Service Associate - 2/13 Strategic Partners
Radnor, Pennsylvania, United States
OnsiteFull Time
Client service experience, strong interpersonal and problem-solving skills, attention to detail, proficiency in Microsoft Office and CRM, custodian platform experience; FINRA licenses a plus; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, Salesforce, Schwab
1mo
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Associate Client Service Representative
Wilmington, Delaware, United States
HybridFull Time
3+ YOE3+ years customer service or administrative experience, strong MS Office (Word, Excel) skills, research and problem-solving abilities, attention to detail, and excellent verbal/written communication. Eligible to work without sponsorship.
Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce
2mo
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Client Associate
Mount Laurel, New Jersey, United States
$38k-$73k/yr HybridFull Time
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency in Microsoft Office and basic math; strong written/verbal communication and organizational skills; client-relationship experience preferred.
Microsoft Office, Document Management System (DMS)
1mo
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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.
1w
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Client Service Associate (Mail & Shipping/Receiving)
Horsham, Pennsylvania, United States
$20-$22/hr OnsiteFull Time
2+ YOEHigh school diploma required; 2+ years relevant experience preferred. Requires communication, organization, basic office systems, package handling, lifting up to 60 pounds with carts, and occasional overtime.
Microsoft Office
1mo
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOESIE required; Series 6/63 required or obtainable in 6 months. High school required (BA preferred). 5+ years financial/customer service experience. Proficient with Microsoft Office; strong client service and multitasking skills.
FINRA, Microsoft Office
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