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7 client services associate jobs at 6 companies in State College, PA

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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1mo
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Client Experience Associate
State College, Pennsylvania, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide branch customer service, process transactions, detect fraud, use digital tools, and identify referral opportunities; typically under 1 year experience and no college degree required.
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1mo
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Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, deliver timely and accurate client materials, follow policies, promote bank offerings, and use Microsoft and CRM tools.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, educate clients on banking and investment offerings, follow policies, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Part-Time Client Service Associate
Altoona, Pennsylvania, United States
OnsitePart Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
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2w
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Tax Associate
Altoona, Pennsylvania, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax services providing tax preparation, financial products, and client support.
High school diploma/GED, H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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1mo
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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