215 client services associate jobs at 96 companies in Bethlehem, 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
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
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
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
2mo
Save
Mark Applied
Hide
Registered Client Service Associate
Conshohocken, Pennsylvania, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities registration (or ability to obtain within 150 days), client service experience, strong analytical, communication, organization, and computer skills.
1mo
Save
Mark Applied
Hide
Client Service Associate (Bethlehem, PA)
Bethlehem, Pennsylvania, United States
OnsiteFull Time
1+ YOEBachelor's degree,1-2 years financial services or fixed income experience,proficiency with MS Office,ability to interact professionally with clients,and willingness to obtain FINRA registrations (SIE,Series 7/63 or 66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Member Services Associate
Philadelphia, Pennsylvania, United States
$18/hr OnsiteFull Time
Customer service experience, strong organization and communication, proficiency with Google Suite/MindBody/HubSpot a plus, sales and client record management skills.
Google Suite, MindBody, HubSpot
6d
Save
Mark Applied
Hide
Client Experience Associate
Radnor, Pennsylvania, United States
OnsiteFull Time
0+ YOETypically requires less than one year of related experience or product knowledge. No degree, certification, or license is required. Requires customer service, banking knowledge, accuracy, communication, problem solving, and sales skills.
Health Savings Account, Workday
Explore Jobs
Expand Your Job Search
Top Cities Near Bethlehem for Client Services Associate
- Client Services Associate jobs in Philadelphia, PA
- Client Services Associate jobs in Allentown, PA
- Client Services Associate jobs in Reading, PA
- Client Services Associate jobs in Trenton, NJ
- Client Services Associate jobs in Bensalem, PA
- Client Services Associate jobs in New Brunswick, NJ
- Client Services Associate jobs in Abington, PA
- Client Services Associate jobs in Wharton, PA
- Client Services Associate jobs in Bridgewater, NJ
- Client Services Associate jobs in North Brunswick, NJ
- Client Services Associate jobs in Hillsborough, NJ
- Client Services Associate jobs in Ewing, NJ
- Client Services Associate jobs in Pennsauken, NJ
- Client Services Associate jobs in Norristown, PA
- Client Services Associate jobs in Willingboro, NJ
- 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 Randolph, NJ