36 client services associate jobs at 18 companies in Carlisle, PA
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree or equivalent required; 3+ years financial services or sales administration and 2+ years investment operations required. SIE, Series 7, and Series 63 or 66 required.
Microsoft Office Suite, Client Relationship Management (CRM) software
1w
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree in business, finance, or related field; 3+ years financial services administration; 2+ years investment operations; required SIE, Series 7, and Series 63 or Series 66.
Microsoft Office Suite, Client Relationship Management (CRM) software
1d
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Client Associate / Registered Client Associate
Lemoyne, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or related experience; strong communication, organizational, client service, and attention-to-detail skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
1mo
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED, ~2 years client-facing experience, strong client service skills, proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Associate
Hagerstown, Maryland, United States
$25-$38/hr OnsiteFull Time
1+ YOEBrokerage/client support experience, FINRA Series 7 and 63 (or equivalents) required, background checks, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Senior Associate, Client Accounting Services (CAS) – Nonprofit Grant Accounting Focus
Lancaster, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
QuickBooks Online, Sage Intacct
1mo
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure accuracy of client materials, deepen client relationships, and follow bank policies; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2mo
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Registered Client Service Associate
Hagerstown, Maryland, United States
OnsiteFull Time
High school diploma required (college preferred). Active FINRA registrations (Series 7 and Series 66, or Series 63 and 65). Strong Microsoft Office skills, client service experience, and knowledge of financial products; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
4d
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Registered Private Client Associate - Westminster, MD
Westminster, Maryland, United States
$60k-$100k/yr OnsiteFull Time
High school diploma and prior office experience required. Series 7, 63, and 65 or 66 required; strong customer service, communication, organization, ethics, and teamwork skills. Associate's or bachelor's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce
2mo
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Registered Client Service Associate
Hagerstown, Maryland, United States
OnsiteFull Time
2+ YOEHigh school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 + Series 65 required. Two+ years industry experience preferred. Advanced Microsoft Office skills and knowledge of financial products; strong interpersonal and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Brokerage Registered Client Service Associate
New Freedom or York
OnsiteFull Time
Bachelor's degree or equivalent, securities industry or sales assistant experience, FINRA SIE and Series 7 and Series 66 (or ability to obtain within 365 days), strong telephone and communication skills, Microsoft Office proficiency.
Microsoft Office, SalesForce
2w
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Technical Lab Associate - Client Services Laboratory
Hershey, Pennsylvania, United States
OnsitePart Time
High school diploma or equivalent required. Six months of job-related experience preferred. Duties require specimen handling, laboratory information system entry, patient registration, and telephone support.
1w
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Client Experience Coordinator
Capitol Heights or Baltimore or Somerville or Harrisburg
$60k-$90k/yr OnsiteFull Time
3+ YOEHigh school diploma or GED required; associate or bachelor's degree preferred. Requires 3–5 years in customer service, sales support, project coordination, order management, or related business support, plus Microsoft Office proficiency.
Hedberg, ERP, Microsoft Outlook, Microsoft Word, Microsoft Excel
2mo
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Graceful Transitions Associate
Lititz, Pennsylvania, United States
OnsitePart Time
At least 18 years old; high school diploma or GED; associates degree in Human Services or equivalent experience preferred; coordination experience; strong customer service; team player; able to work independently, organized, multitask; friendly with clients.
2w
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Tax Associate
York, Pennsylvania, United States
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve client problems, use digital tools, and hold a high school diploma or equivalent.
Copilot, ChatGPT
2w
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Tax Associate
Hagerstown, Maryland, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Front Desk Associate / Customer Service
Harrisburg, Pennsylvania, United States
$13/hr OnsiteFull Time, Part Time
Customer service and sales skills; ability to follow a sales process, build customer loyalty, listen to clients, resolve criticism, and use scheduling and payment systems. Retail sales experience preferred.
scheduling, payment systems
1w
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Part Time (30 Hours) Associate Banker, Mechanicsburg Branch, Mechanicsburg, PA
Mechanicsburg, Pennsylvania, United States
OnsitePart Time
Client service or comparable experience, high school diploma or GED, clear communication, relationship-building, issue resolution, attention to detail, and ability to learn banking products and procedures.
Chase Mobile App, Chase.com, ATMs
1mo
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Senior Associate, M&A Tax
Harrisburg or Philadelphia or Pittsburgh
OnsiteFull Time
3+ YOE3+ years federal tax or M&A experience in public accounting, corporate tax, or law firm; relevant graduate or professional degree; strong research, writing, and client service skills; ability to lead and train staff.
2mo
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Developmental Disabil Assoc, CI
Hagerstown, Maryland, United States
$62k-$80k/yr OnsiteFull Time
3+ YOEThree years direct client services in developmental disability or approved substitutions (education/military); must obtain Maryland Nursing Assistant certification within 6 months if not already certified; CPR training may be required; complete in-service and CNA competencies.
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