8 client services associate jobs at 6 companies in Altoona, PA
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Dedicated Client Services Associate
State College, Pennsylvania, United States
$45k-$55k/yrOnsiteFull Time
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.
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/hrRemoteFull Time
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.
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.
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
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
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
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.
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/hrOnsiteFull Time
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