36 client services associate jobs at 18 companies in Harrisburg, 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
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
4w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
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
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
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.
2w
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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
3mo
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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
Palmyra, Pennsylvania, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
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.
1w
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Associate Wealth Advisor
Wyomissing, Pennsylvania, United States
$82k-$95k/yr HybridFull Time
4+ YOEBachelor’s degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, planning, investment, tax, estate, CRM, and client communication skills.
CRM, Portfolio Management, customer relationship management platform
3mo
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Operations Administrative Coordinator
Lancaster, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma or GED required; associate degree preferred. 2-4 years in operations or client services administration; experience with WMS and Microsoft Excel preferred.
Microsoft 365, WMS, Excel
1mo
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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