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287 client services associate jobs at 117 companies in Pennsylvania

1mo
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Client Services Associate
King of Prussia, Pennsylvania, United States
$25-$29/hr OnsiteFull Time
RH
RHNYSE: RH: Luxury home furnishings retailer operating design galleries and restaurants.
Customer service experience in luxury retail/design preferred; strong verbal and written communication, organization, time management, multitasking, detail orientation; proficiency with Mac OS, iOS devices, Microsoft Office and Google Apps; ability to lift up to 30 lbs.
Mac Operating System, IOS devices, Microsoft Office, Google Applications
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2w
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Client Services Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
BAYADA Home Health Care
BAYADA Home Health Care: Provides professional home health care and nursing services.
Bachelor’s degree required; customer service preferred. Requires strong interpersonal, organizational, communication, computer, data entry, phone, and relationship-building skills.
Microsoft Office
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1mo
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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
Lympha Press
Lympha Press: Provides pneumatic compression systems for lymphedema and venous disease.
High school diploma/GED, strong verbal communication, time management, computer proficiency, familiarity with EMR/medical billing or DME a plus; ability to manage multiple tasks in a fast-paced office.
EMR
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3w
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Dedicated Client Services Associate
State College, Pennsylvania, United States
$45k-$55k/yr OnsiteFull Time
Vicus Capital
Vicus Capital: Provides investment management and advisory support services.
Strong organization, attention to detail, professional communication, accountability, technology proficiency, and Microsoft Office expertise, especially Excel. CRM or finance experience helpful; training available.
Microsoft Office, Microsoft Excel, Redtail, CRM
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6d
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Client Services Manager
Erie, Pennsylvania, United States
$45k-$50k/yr HybridFull Time
Expivia Interaction Marketing Group
Expivia Interaction Marketing Group: U.S.-based contact center providing omnichannel customer support and marketing.
High school diploma or GED required; associate or bachelor's degree preferred. Client services, account management, customer service, or operations experience preferred, with strong communication, organization, problem-solving, and KPI skills.
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6d
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
Fulton Bank
Fulton BankNASDAQ: FULT: Provides regional banking, mortgage, and wealth management services.
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
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6d
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
Fulton Bank
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
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
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1w
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Work From Home - Client Services Associate
Bensalem, Pennsylvania, United States
RemoteRemote
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and genuine desire to help others through financial services.
Zoom
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1mo
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Client Associate/Registered Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
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2mo
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Client Services Team Lead
Newtown, Pennsylvania, United States
$100k-$120k/yr OnsiteFull Time
Syneos Health
Syneos Health: Global biopharmaceutical services for clinical development and commercialization.
Lead and coach Client Services Managers, serve as escalation point, drive process improvement and change management, translate strategy to execution; requires Associate's or BA/BS, strong communication, analytical, and leadership skills, and Microsoft Office proficiency.
Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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4w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
2+ YOESeries 7 and 66 required, 2+ years client service experience in financial industry preferred, BA/BS degree, strong client-facing, organizational, and Microsoft Office skills.
Microsoft Excel, PowerPoint, Concur, eMoney
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4w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
2+ YOESeries 7 & 66 required, BA/BS degree, 2+ years client service experience preferred, strong Microsoft Office skills (Excel, PowerPoint), Concur and eMoney experience a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
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1mo
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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1d
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Client Service Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
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1mo
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
Citadel Credit Union
Citadel Credit Union: Provides banking, loans, and investment services to credit union members.
5+ YOESIE required; Series 6/63 required or obtainable in 6 months. High school required (BA preferred). 5+ years financial/customer service experience. Proficient with Microsoft Office; strong client service and multitasking skills.
FINRA, Microsoft Office
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1w
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Client Service Associate
Boca Raton or Pittsburgh
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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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5d
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Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
Signarama Norristown & Willow Grove
Signarama Norristown & Willow Grove: Provider of custom signage, banners, and vehicle graphic solutions.
Customer service, administrative, office, or client-facing experience preferred; strong communication, organization, multitasking, problem-solving, and attention to detail required. Microsoft Office and CRM experience preferred.
Microsoft Office, CRM
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5d
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Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
Signarama
Signarama: A sign and graphics franchise creating custom signage and visual branding products for businesses.
1+ YOECustomer service, administrative, office, or client-facing experience preferred. Requires strong communication, organization, multitasking, problem-solving, phone, and customer support skills; Microsoft Office and CRM experience preferred.
Microsoft Office, CRM
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3w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Smoker & Company
Smoker & Company: Provides accounting, tax planning, and business advisory services.
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
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1mo
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Associate, Client Advisory
Conshohocken, Pennsylvania, United States
HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
Bachelor's degree required. Strong analytical, client service, and communication skills. Microsoft Office (Excel) proficiency. Prior client operations/administration experience is a plus but recent graduates may apply.
Microsoft Office, Microsoft Excel
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