Mount Lebanon • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Mount Lebanon • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Mount Lebanon • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Mount Lebanon • 50 milesRemote · Hybrid · Onsite · Field · All Environments
62 client services associate jobs at 27 companies in Mount Lebanon, PA
1mo
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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.
1mo
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Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
6d
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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
1mo
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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
1mo
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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
1mo
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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
1w
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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
2w
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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
2w
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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
1w
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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.
3d
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
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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.
1mo
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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
2w
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Associate Attorney
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Juris Doctorate, active law license, strong communication, problem-solving, time management, public speaking, persuasion, and client service skills; Microsoft Office and Apple software proficiency preferred.
Microsoft Office, Apple software
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
3d
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Associate Veterinarian
Farmington, Pennsylvania, United States
OnsiteFull Time
Doctor of Veterinary Medicine required, state veterinary board license and DEA registration required, and 5+ years of veterinary experience. Requires surgery, leadership, client communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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