8 client services associate jobs at 6 companies in Altoona, PA

4w
Save
Mark Applied
Hide
Dedicated Client Services Associate
State College, Pennsylvania, United States
$45k-$55k/yr OnsiteFull Time
Vicus Capital
Vicus Capital: Independent investment management and RIA firm supporting financial advisors and investors with managed portfolios and back-office services.
Strong organization, attention to detail, professional communication, accountability, technology proficiency, and Microsoft Office expertise, especially Excel. CRM or finance experience helpful; training available.
Microsoft Office, Microsoft Excel, Redtail, CRM
4w
Save
Mark Applied
Hide
Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
1mo
Save
Mark Applied
Hide
Client Experience Associate
State College, Pennsylvania, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide branch customer service, process transactions, detect fraud, use digital tools, and identify referral opportunities; typically under 1 year experience and no college degree required.
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
Provide client service support to Financial Advisors, deliver timely and accurate client materials, follow policies, promote bank offerings, and use Microsoft and CRM tools.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, educate clients on banking and investment offerings, follow policies, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Part-Time Client Service Associate
Altoona, Pennsylvania, United States
OnsitePart Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
2+ YOE2+ years professional office experience; proficiency with CRM software and Microsoft Office; strong communication, organization, customer service, and basic investment knowledge.
Client Relationship Management (CRM) software, Microsoft Office
2w
Save
Mark Applied
Hide
CNB Bank, Universal Associate, Full Time
DuBois, Pennsylvania, United States
$15-$22/hr OnsiteFull Time
CNB Bank
CNB Bank: Pennsylvania-based regional community bank serving individuals, businesses, governments, and institutions across four states.
High school diploma or GED required; related experience and secondary education preferred. Requires communication, digital literacy, mathematics, reasoning, and client service skills.
email, internet, intranet, telephone systems, debit card system, statement processing system, cash advance machines, computers, phones, printers, TCD, TCR, ETM, Vault, coin machine
1mo
Save
Mark Applied
Hide
Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint