3mo
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Client Services Associate
Wayne, Pennsylvania, United States
OnsiteFull Time
0+ YOEEntry level role providing operational and administrative support to client services.
Custodian system, Document management system, Data aggregation platform
1mo
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Client Services Associate
Newtown Square, Pennsylvania, United States
$50k-$55k/yr OnsiteFull Time
Customer service experience required; bachelor’s degree preferred. Strong interpersonal, organizational, phone, and data-entry skills. Proficiency with Microsoft Office and comfort with relationship-building outreach.
Microsoft Office
1d
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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
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
2mo
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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.
1mo
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Client Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred, bachelor's degree preferred (finance), proficient in Microsoft Office, excellent communication, detail oriented.
Microsoft Office, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1w
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
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
2w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Strong client service, organizational and Microsoft Office skills. Willingness to obtain Series 7/66 or Series 63/65 licenses. Industry experience is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree (or equivalent experience),1+ year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with office software.
1w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
4w
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Client Service Associate
Media, Pennsylvania, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, relationship-building skills, adaptability, and ability to manage shifting priorities; associate's degree or professional certification preferred.
Microsoft Office
1w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3mo
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Client Experience Associate
Philadelphia, Pennsylvania, United States
RemoteFull Time
Entry-level, remote client experience role; strong communication; detail-oriented; no prior experience required; full-time.
3d
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Registered Client Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or job-related experience; strong verbal/written communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; adaptable to changing technology.
1w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
2w
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Registered Private Client Associate, Branch Support Specialist
Philadelphia, Pennsylvania, United States
HybridFull Time
3+ YOESeries 7, 63 and 65 or 66 required; 3 years private client associate experience; hybrid schedule with 3 days/week in Philadelphia office; ad-hoc travel; high school diploma (associate/bachelor preferred); proficiency in Microsoft Office; strong customer service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Senior Associate, Client Advisory
Newtown Square, Pennsylvania, United States
HybridFull Time
1+ YOEBachelor's degree required,1+ years financial management experience,CFP desired,strong analytical and client service skills,Microsoft Office/Excel proficiency,and willingness to travel occasionally.
Microsoft Office, Microsoft Excel
1w
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Member Services Associate
Philadelphia, Pennsylvania, United States
$18/hr OnsiteFull Time
Customer service experience, strong organization and communication, proficiency with Google Suite/MindBody/HubSpot a plus, sales and client record management skills.
Google Suite, MindBody, HubSpot
1mo
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Wealth Management Client Associate
Towson, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely/accurate client materials, promote banking offerings, and use Microsoft and CRM tools; high school diploma required; FINRA exams preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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U.S. Private Bank - Client Service Associate
Newark, Delaware, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 63 required (or to be obtained within 90 days); proficiency with Microsoft Office; ability to work under pressure in a matrix organization; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Rehire Client Support Associate
Philadelphia, Pennsylvania, United States
OnsiteMultiple Commitments Available
Customer-service oriented with strong communication, basic computer proficiency, ability to troubleshoot, retail or customer service experience preferred; PTIN certification available/required for tax preparer applicants.
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