55 client services associate jobs at 27 companies in Indiana, PA
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Client Associate/Registered Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months.
1d
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Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
0+ YOEBachelor's degree typically required with less than one year of professional experience, or comparable education, certification, and experience. Requires client service, communication, risk management, and problem-solving skills.
1w
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Client Service Associate
Boca Raton or Pittsburgh
$55k-$75k/yr OnsiteFull Time
2+ YOEApproximately 2 years of client service experience in finance preferred; Series 7 and 66 preferred and required within 6 months; strong communication, interpersonal, organizational, and Microsoft Office Suite skills.
Microsoft Office Suite
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Client Service Associate-HYBRID
Pittsburgh, Pennsylvania, United States
HybridFull Time
2+ YOEProvide executive-level administrative support to financial advisors, deliver concierge client service, process account transactions, maintain CRM and eMoney, and possess strong Microsoft Office skills; SIE certification encouraged.
Microsoft Word, Microsoft Excel, Outlook, Teams, OneNote, SharePoint, Zoom, DocuSign, eMoney
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Client Care Associate
Pittsburgh, Pennsylvania, United States
$17/hr HybridFull Time
3+ YOE3+ years call center experience, proficiency with ticketing and live chat, strong verbal and written communication, troubleshooting web/mobile/desktop apps, and documenting client interactions (e.g., Zendesk).
Zendesk, Android, iOS, Artisan, Historian
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Wealth Management Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking offerings, and use Microsoft Office and Salesforce; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Wealth Management Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
High school diploma or equivalent; client service experience preferred. Requires strong communication, computer, organizational, judgment, and adaptability skills; securities credentials are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Part-Time Client Service Associate
Altoona, Pennsylvania, United States
OnsitePart Time
2+ YOE2+ years professional office experience; proficiency with CRM software and Microsoft Office; strong communication, organization, customer service, and basic investment knowledge.
Client Relationship Management (CRM) software, Microsoft Office
1w
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Non Registered - Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and customer service knowledge, critical thinking, communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Non Registered - Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and investment brokerage knowledge, customer service, critical thinking, time management, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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Client Engagement Center Associate
Pittsburgh, Pennsylvania, United States
HybridFull Time
Bachelor's degree required; one year of financial services or sales experience preferred. Requires or supports obtaining FINRA SIE, Series 7, and Series 66 licenses, strong communication, analytical, sales, and problem-solving skills.
Salesforce, Microsoft Office, Finders
1mo
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Client Relations Specialist
Pittsburgh, Pennsylvania, United States
$50k/yr OnsiteFull Time
2+ YOEHigh school diploma +5 years or associate degree +2 years in customer service/administrative roles; strong verbal/written/public speaking skills; experience with MS Office and SharePoint; event coordination and data entry experience; ability to lift 20 lbs.
Microsoft Office, SharePoint, NetSuite, Portfol, PowerPoint, Customer Relationship Management (CRM)
3mo
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Psychiatric Rehabilitation Services Worker
Butler, Pennsylvania, United States
$19-$20/hr OnsitePart Time
PRS Worker with bachelor's or associate degree options; PA clearances required; valid driver’s license; travel to client homes and sites.
1mo
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Director of Dining Services
Pittsburgh, Pennsylvania, United States
$80k-$85k/yr OnsiteFull Time
Responsible for overseeing dining operations, leading associates, managing client relations, P&L and budgeting, menu development; BS in Hospitality/Culinary preferred and 3–5 years foodservice experience preferred.
4w
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
1w
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Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOEU.S. JD or LLM, US state or Washington DC bar membership, and 2–3 years of Associate experience. Requires immigration law knowledge, strong communication, analytical, client service, and multitasking skills.
AI
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Source to Contract Associate - Procurement Services (SaaS/Tech)
Pittsburgh, Pennsylvania, United States
$75k-$90k/yr RemoteFull Time
1+ YOE1+ years procurement/sourcing experience, strong RFx and eSourcing skills, Excel data analysis, negotiation, project management, and client communication skills.
Microsoft Excel, Ariba, Procuri, Iasta, Zycus, ERP eSourcing module, CLAUDE
2w
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Tax Associate
Homestead, Pennsylvania, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of tax training or assessment.
Copilot, ChatGPT
2w
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Full Time (40 Hours) Associate Banker, McKeesport Branch, McKeesport, PA
McKeesport, Pennsylvania, United States
OnsiteFull Time
Client service or comparable experience, high school diploma or GED, and ability to deliver attentive service, resolve client issues, learn banking products, and communicate clearly. Cash handling preferred.
Chase Mobile App, Chase.com, ATMs
1w
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CNB Bank, Universal Associate, Full Time
DuBois, Pennsylvania, United States
$15-$22/hr OnsiteFull Time
High school diploma or GED required; related experience and secondary education preferred. Requires communication, digital literacy, mathematics, reasoning, and client service skills.
email, internet, intranet, telephone systems, debit card system, statement processing system, cash advance machines, computers, phones, printers, TCD, TCR, ETM, Vault, coin machine
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