3mo
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Client Services Associate
Wayne, Pennsylvania, United States
OnsiteFull Time
0+ YOEEntry level role providing operational and administrative support to client services.
Custodian system, Document management system, Data aggregation platform
3w
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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
1mo
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Client Services Associate
Newtown Square, Pennsylvania, United States
$50k-$55k/yr OnsiteFull Time
Customer service experience required; bachelor’s degree preferred. Strong interpersonal, organizational, phone, and data-entry skills. Proficiency with Microsoft Office and comfort with relationship-building outreach.
Microsoft Office
1d
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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
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
5d
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's or equivalent; 3+ years administration in financial services; 2+ years investment operations; SIE, Series 7 and Series 63 (or 66); CRM and Microsoft Office experience; strong communication and prioritization skills.
Microsoft Office Suite, Client Relationship Management (CRM) software
4d
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Registered Client Services Associate - Brokerage
Ephrata, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's in business/finance or equivalent, required securities registrations (SIE, Series 7, Series 63/66), 3+ years administration in financial services, CRM and Microsoft Office experience, strong oral/written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
1w
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's in business/finance or equivalent, 3+ years admin experience in financial services, SIE/Series 7/Series 63 (or 66) required, 2+ years investment operations experience preferred, Microsoft Office and CRM experience, strong communication and prioritization skills.
Microsoft Office Suite, Client Relationship Management (CRM)
2mo
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Work From Home - Client Services Associate
West Chester, Pennsylvania, United States
RemoteFull Time
Genuine desire to help others; strong communication and interpersonal skills; ability to work independently and as part of a team; integrity and ethical conduct.
1mo
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Client Services Team Lead
Newtown, Pennsylvania, United States
$100k-$120k/yr OnsiteFull Time
Lead and coach Client Services Managers, serve as escalation point, drive process improvement and change management, translate strategy to execution; requires Associate's or BA/BS, strong communication, analytical, and leadership skills, and Microsoft Office proficiency.
Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1mo
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Client Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred, bachelor's degree preferred (finance), proficient in Microsoft Office, excellent communication, detail oriented.
Microsoft Office, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1mo
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Client Associate/Registered Client Associate
Conshohocken, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or job-related experience; strong verbal/written communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) required or willingness to obtain within 12 months; ability to adapt to changing technology.
1mo
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Client Associate
Mount Laurel, New Jersey, United States
$38k-$73k/yr HybridFull Time
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)
1w
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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
1mo
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Client Service Associate
Mount Laurel, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
High school diploma required; college preferred. Willingness to obtain Series 7/66 or Series 63/65. Detail-oriented, strong Microsoft Office skills, client service experience; industry experience a plus.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
4w
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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
1w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree (or equivalent experience),1+ year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with office software.
1w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
4d
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Client Service Associate
Reading, Pennsylvania, United States
$60k-$70k/yr OnsiteFull Time
3+ YOE3+ years administrative/operations experience in financial or professional services; Series 65 and ASPPA credentials (or ability to obtain); Associate's or Bachelor's in business preferred; strong communication, problem solving, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2d
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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
1w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
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