192 client services associate jobs at 89 companies in Allentown, PA
1mo
Save
Mark Applied
Hide
Client Services Associate
King of Prussia, Pennsylvania, United States
$25-$29/hr OnsiteFull Time
Customer service experience in luxury retail/design preferred; strong verbal and written communication, organization, time management, multitasking, detail orientation; proficiency with Mac OS, iOS devices, Microsoft Office and Google Apps; ability to lift up to 30 lbs.
Mac Operating System, IOS devices, Microsoft Office, Google Applications
2w
Save
Mark Applied
Hide
Client Services Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Bachelor’s degree required; customer service preferred. Requires strong interpersonal, organizational, communication, computer, data entry, phone, and relationship-building skills.
Microsoft Office
2mo
Save
Mark Applied
Hide
Client Services Team Lead
Bridgewater, New Jersey, United States
$100k-$120k/yr OnsiteFull Time
Provides people leadership for Client Services Managers, translates strategy into operational initiatives, monitors team capacity, drives process improvement; requires Associate's or BA/BS degree and strong Microsoft Office proficiency.
Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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)
1w
Save
Mark Applied
Hide
Work From Home - Client Services Associate
Bensalem, Pennsylvania, United States
RemoteRemote
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and genuine desire to help others through financial services.
Zoom
4w
Save
Mark Applied
Hide
Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 and 66 required, 2+ years client service experience in financial industry preferred, BA/BS degree, strong client-facing, organizational, and Microsoft Office skills.
Microsoft Excel, PowerPoint, Concur, eMoney
4w
Save
Mark Applied
Hide
Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 & 66 required, BA/BS degree, 2+ years client service experience preferred, strong Microsoft Office skills (Excel, PowerPoint), Concur and eMoney experience a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Princeton, New Jersey, United States
$25-$44/hr OnsiteFull Time
2+ YOE2 years experience; client service support for financial advisors; strong verbal/written communication; detail oriented; proficiency with Microsoft Office and Salesforce; FINRA qualifications preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
Save
Mark Applied
Hide
Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
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.
Microsoft Office, CRM
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, strong client-focus, detail orientation, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce, high school diploma required; FINRA licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
Save
Mark Applied
Hide
Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
1+ YOECustomer service, administrative, office, or client-facing experience preferred. Requires strong communication, organization, multitasking, problem-solving, phone, and customer support skills; Microsoft Office and CRM experience preferred.
Microsoft Office, CRM
3w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Bachelor's degree required. Strong analytical, client service, and communication skills. Microsoft Office (Excel) proficiency. Prior client operations/administration experience is a plus but recent graduates may apply.
Microsoft Office, Microsoft Excel
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Client Relations Associate
Bridgewater, New Jersey, United States
$85k-$95k/yr HybridFull Time
2+ YOEBachelor's degree,2–5 years client-facing experience in asset management/financial services,interest in investment markets,strong communication and organizational skills,CRM experience,and willingness to travel <10%.
CRM
1mo
Save
Mark Applied
Hide
Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
1w
Save
Mark Applied
Hide
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
Explore Jobs
Expand Your Job Search
Top Cities Near Allentown for Client Services Associate
- Client Services Associate jobs in Philadelphia, PA
- Client Services Associate jobs in Reading, PA
- Client Services Associate jobs in Trenton, NJ
- Client Services Associate jobs in Bethlehem, PA
- Client Services Associate jobs in Bensalem, PA
- Client Services Associate jobs in Abington, PA
- Client Services Associate jobs in Bridgewater, NJ
- Client Services Associate jobs in Wilkes-Barre, PA
- Client Services Associate jobs in Hillsborough, NJ
- Client Services Associate jobs in Ewing, NJ
- Client Services Associate jobs in Norristown, PA
- Client Services Associate jobs in Wayne, PA
- Client Services Associate jobs in Radnor, PA
- Client Services Associate jobs in Princeton, NJ
- Client Services Associate jobs in Easton, PA
- Client Services Associate jobs in Hazleton, PA
- Client Services Associate jobs in Springfield, PA
- Client Services Associate jobs in Pottstown, PA
- Client Services Associate jobs in West Chester, PA
- Client Services Associate jobs in Limerick, PA