99 client services associate jobs at 46 companies in Hanover, 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
3mo
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Work From Home - Client Services Associate
Germantown, Maryland, United States
RemoteFull Time
Genuine desire to help others, strong communication, ability to work independently and in a team, ethical conduct.
2d
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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
1w
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Client Service Associate
Hunt Valley, Maryland, United States
$47k-$60k/yr OnsiteFull Time
1+ YOEHigh school diploma required; 1–3 years of customer service experience and 3–5 years of industry experience preferred. Requires Microsoft Office proficiency, organization, communication, multitasking, and client service skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, MOSAIC
2mo
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Client Service Associate
Frederick, Maryland, United States
OnsiteFull Time
2+ YOE2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; experience with Raymond James/custodial platforms preferred; proficiency in Microsoft Office, SharePoint, and Salesforce; strong communication and organizational skills.
Microsoft Office, Microsoft SharePoint, Salesforce, Raymond James
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
2w
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Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Service Associate
Hunt Valley, Maryland, United States
$47k-$60k/yr OnsiteFull Time
1+ YOEHigh school diploma and 1–3 years of customer service experience required; college degree and 3–5 years of industry experience preferred. Requires Microsoft Office proficiency and strong communication skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, MOSAIC
1mo
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Senior Client Associate
Rockville, Maryland, United States
$44k-$86k/yr HybridFull Time
1+ YOEHigh school diploma and 1 year experience required; Bachelor’s preferred. Proficiency with Microsoft Office, basic math, and obtain Life & Health license within 90 days.
Microsoft Office, Document Management System (DMS)
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
5d
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Client Experience Associate
Baltimore, Maryland, United States
$37k-$62k/yr OnsiteFull Time
0+ YOETypically requires less than one year of related experience or product knowledge; no degree, certification, license, or language assessment required. Requires customer service, banking, sales, communication, accuracy, and problem-solving skills.
Microsoft Workday
2mo
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Registered Client Service Associate
Baltimore, Maryland, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and Series 66 (or Series 63 and 65); strong industry/product knowledge; high school diploma required, college preferred; 2+ years industry experience preferred; strong Microsoft Office skills and client service abilities.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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
5d
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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
5d
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Client Service Associate - NR
Mequon or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative and customer service skills, investment brokerage knowledge, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Service Representative
Baltimore, Maryland, United States
$17-$21/hr FieldFull Time
2+ YOERequires a high school diploma or GED, 2+ years in health or human services, 1+ year of customer service, English proficiency, database knowledge, and ability to support diverse and marginalized clients.
Microsoft Office, FaxCom, EHR, Centricity, Beacon
1mo
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Private Client Services Tax Senior Associate
Columbia or Tysons Corner
$83k-$95k/yr HybridFull Time
3+ YOEBachelor's in accounting required, 3+ years tax experience, working toward or licensed CPA preferred; MS Tax a plus; strong technical tax, analytical, client service, and leadership skills.
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