45 client services associate jobs at 25 companies in Lebanon, 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
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.
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
3w
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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
1mo
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Private Client Associate - Royersford, PA
Royersford, Pennsylvania, United States
OnsiteFull Time
Provide client service and operational support for financial advisors; strong customer service, communication, attention to detail; proficiency in Word, Excel, PowerPoint, Outlook; Series licensing preferred or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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
1mo
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Family Law Client Service Specialist (Legal Administrative Assistant)
Exton, Pennsylvania, United States
OnsiteFull Time
5+ YOE5+ years law firm or legal department experience; associate's degree preferred; 60+ wpm keyboarding; intermediate MS Office (Outlook, Word, Excel, PowerPoint); court filing and calendaring experience.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, electronic filing
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
Harrisburg, Pennsylvania, United States
OnsiteSeasonal, Full Time
High school diploma/GED, 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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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
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.
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