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304 client services associate jobs at 119 companies in Bensalem, PA

1mo
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Client Services Associate
King of Prussia, Pennsylvania, United States
$25-$29/hr OnsiteFull Time
RH
RHNYSE: RH: Luxury home furnishings retailer operating design galleries and restaurants.
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
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2w
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Client Services Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
BAYADA Home Health Care
BAYADA Home Health Care: Provides professional home health care and nursing services.
Bachelor’s degree required; customer service preferred. Requires strong interpersonal, organizational, communication, computer, data entry, phone, and relationship-building skills.
Microsoft Office
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1mo
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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
Lympha Press
Lympha Press: Provides pneumatic compression systems for lymphedema and venous disease.
High school diploma/GED, strong verbal communication, time management, computer proficiency, familiarity with EMR/medical billing or DME a plus; ability to manage multiple tasks in a fast-paced office.
EMR
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1mo
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
Fulton Bank
Fulton BankNASDAQ: FULT: Provides regional banking, mortgage, and wealth management services.
3+ YOEProvide operational and administrative support to Financial Advisors, onboard clients, process transactions, prepare meeting materials; requires bachelor's in business/finance or equivalent, 3+ years financial services administration, and required securities registrations.
Microsoft Office, Client Relationship Management (CRM)
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2mo
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Client Services Team Lead
Bridgewater, New Jersey, United States
$100k-$120k/yr OnsiteFull Time
Syneos Health
Syneos Health: Global biopharmaceutical services for clinical development and commercialization.
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
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
Fulton Bank
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
3+ YOEBachelor's degree in business/finance (or equivalent), 3+ years admin experience in financial services, 2+ years investment operations, SIE and Series 7 and 63/66 required, proficiency with Microsoft Office and CRM, strong oral and written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
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1w
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Work From Home - Client Services Associate
Bensalem, Pennsylvania, United States
RemoteRemote
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and genuine desire to help others through financial services.
Zoom
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4w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
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
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4w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
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
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1d
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Client Associate
Mount Laurel Township, New Jersey, United States
$40k-$60k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or related experience; strong communication, organizational, interpersonal, and client service skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
ACH
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2mo
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Client Associate
Mount Laurel, New Jersey, United States
$38k-$73k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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)
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1mo
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Client Service Associate
Manasquan, New Jersey, United States
$65k-$95k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
Provide exceptional client service, manage client implementation, maintain client records, coordinate administrative tasks; high school diploma required, bachelor’s preferred, financial services or internship experience preferred.
Microsoft Office, Salesforce, Redtail, eMoney
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1mo
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
Citadel Credit Union
Citadel Credit Union: Provides banking, loans, and investment services to credit union members.
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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2mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; college degree preferred. Detail-oriented, strong Microsoft Office skills, client service experience preferred. Willingness to obtain Series 7/63/65/66 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Detail-oriented, advanced Microsoft Office skills, client service experience; willing to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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3w
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Wealth Management Client Associate
Princeton, New Jersey, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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6d
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Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
Signarama Norristown & Willow Grove
Signarama Norristown & Willow Grove: Provider of custom signage, banners, and vehicle graphic solutions.
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
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1mo
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr 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, 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
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6d
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Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
Signarama
Signarama: A sign and graphics franchise creating custom signage and visual branding products for businesses.
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
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1mo
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Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
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
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