63 relationship associate jobs at 47 companies in York, PA
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Trust Relationship Associate
Ephrata, Pennsylvania, United States
OnsiteFull Time
Ephrata National BankOTCQX: ENBP: Community bank providing personal, business, and mortgage financial services.
0+ YOESolicit new fiduciary business, manage trust and investment accounts, administer estates/IRAs, meet production goals and maintain regulatory compliance.
Carson Group: Provides wealth management and business support for financial advisors.
1+ YOEProvide client and advisor support, administer account paperwork and transfers, maintain client records, support financial planning, and assist with process improvements; bachelor\u0002s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
Carson Group: Financial services platform for independent wealth advisors.
1+ YOEBachelor’s degree preferred; one year of financial services or banking experience preferred. Requires Microsoft Office proficiency, research, problem-solving, reporting, organization, project management, and communication skills.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
1+ YOEBachelor's degree or equivalent experience, minimum 1 year client-facing experience, Excel proficiency, strong communication, attention to detail, and familiarity with corporate trust or public finance preferred.
Brown Advisory: Provides investment management and financial advisory services to global clients.
1+ YOEBachelor's degree required; 1+ years financial or client service experience preferred; proficiency with Microsoft Office (Excel, Word, PowerPoint); trust administration experience a plus; authorized to work in the U.S. without sponsorship.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Peoples Security Bank & TrustNASDAQ: PFIS: Financial services including personal banking, commercial lending, and investments.
4+ YOEHigh school diploma required (associate/bachelor preferred). 4+ years related experience. Strong communication, customer service, consumer lending, and technology skills; knowledge of deposit and loan products and branch operations.
Relationship Management Associate, Insurance General Account
Baltimore, Maryland, United States
$108k-$184k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Provides global investment management and retirement planning services.
3+ YOEBachelor's in business/finance; 3+ years asset management experience; strong fixed income knowledge; FINRA Series 7 and 63 licenses (eligible to obtain within 6 months)
Regency Management Services: Operates and manages retail furniture showrooms across several states.
No experience required; paid training provided. Requires strong communication, interpersonal, customer service, relationship-building, teamwork, and flexibility for evenings, weekends, and holidays.
The Tile ShopOTCPK: TTSH: Retailer of natural stone, ceramic, and porcelain tiles.
Strong work ethic, sales drive, customer relationship skills, design sense, basic math and computer skills, organization, multitasking, and English reading, writing, and speaking ability.
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Customer-focused retail sales role: drive sales, build customer relationships, use store technology, maintain visual merchandising; retail or customer service experience a plus.
TapestryNYSE: TPR: Designs and retails luxury fashion accessories and lifestyle products.
1+ YOERequires 1+ year sales experience, strong English proficiency, POS and basic computer skills, customer relationship abilities, flexible scheduling, and capacity to lift 25 pounds regularly and 50 pounds occasionally.
Anderson of Abingdon: Maryland dealership selling new and used vehicles and providing maintenance.
Experience in automotive sales or customer service; flexible hours including weekends; valid driver’s license; strong communication and customer relationship skills.
Penn State University: Provides higher education and conducts extensive academic research programs.
6+ YOEBachelor's degree and 6+ years fundraising or related experience; strong communication; ability to build relationships; experience with foundations.
Bob Bell Automotive Group: Automotive group offering vehicle sales, maintenance, and collision repair
Build customer relationships, demonstrate vehicle features, follow up with buyers, meet sales objectives, work flexible hours including weekends, maintain professional appearance, valid driver's license and clean driving record required; prior sales/customer service preferred.
FutureCare: Operates skilled nursing and rehabilitation centers for patient recovery.
1+ YOEHigh school diploma, 1+ year clerical or medical office experience, exceptional customer service, multi-line phone operation, ability to work independently and maintain professional relationships.
ACNB BankNASDAQ: ACNB: Provides community banking, wealth management, and insurance services.
3+ YOEJ.D. and active PA bar or MD bar with PA reciprocity, 3+ years legal experience (banking/financial services preferred), strong regulatory translation, relationship-building, and business judgment.
CertaPro Painters: Provides professional residential and commercial painting services.
Residential sales role with base salary plus commissions; requires driving license, 2+ years of related experience preferred, strong communication and time management skills, ability to build client relationships and create proposals.
Sally Beauty HoldingsNYSE: SBH: Retailer and distributor of professional salon and beauty products.
Provide product advice, build customer relationships, complete transactions, set displays, and perform light lifting (up to 25 lbs). Retail/customer-service experience preferred but not required.
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth: Fiduciary wealth management and family office services for private clients.
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software