34 client services associate jobs at 23 companies in Pottsville, 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
4w
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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.
4d
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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.
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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Client Service Associate (Bethlehem, PA)
Bethlehem, Pennsylvania, United States
OnsiteFull Time
1+ YOEBachelor's degree,1-2 years financial services or fixed income experience,proficiency with MS Office,ability to interact professionally with clients,and willingness to obtain FINRA registrations (SIE,Series 7/63 or 66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Wealth Management Client Associate
Wyomissing, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Wyomissing, Pennsylvania, United States
OnsiteFull Time
2+ YOE2 years experience; high school diploma/GED; client service focus; proficiency with Microsoft Office and Salesforce; ability to learn financial products; strong communication and discretion.
Microsoft Word, Microsoft Excel, Microsoft 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
3w
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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
Allentown, Pennsylvania, United States
OnsiteSeasonal, Part Time
High school diploma or equivalent, 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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Laureldale or York
OnsiteSeasonal, Part Time
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve client problems, use digital tools including Copilot and ChatGPT, and have customer service experience.
Copilot, ChatGPT
2w
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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
2w
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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
3d
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Behavioral Health Associate - Part-Time
White Haven, Pennsylvania, United States
$18/hr OnsitePart Time
Requires age 21+, high school diploma or GED, valid driver's license, background check, and ability to support adolescent clients. No prior behavioral health experience required; paid training provided.
1w
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Associate Banker I - Southside Bethlehem PA (20 Hours)
Bethlehem or United States
$22-$27/hr OnsitePart Time
1+ YOEHigh school diploma or GED, one year of client experience, Microsoft Office proficiency, strong communication and problem-solving skills, and ability to work scheduled evenings, weekends, and holidays.
Microsoft Office
3mo
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Associate Veterinarian
Sinking Spring, Pennsylvania, United States
OnsiteFull Time
Practicing advanced small-animal medicine in a fast-paced, AAHA-accredited hospital; ability to exercise confident medical judgment, compassion, and build client relationships.
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