423 Results for

Client Associate Jobs in Exton, PA

Jobs

New!

Reading, PA1 day ago

$120,000–$180,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.

New!

Hockessin, DE1 day ago

$110,000–$135,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Whether you’re an experienced professional looking to elevate your practice or a recent graduate eager to make an impact, we offer a collaborative, growth-oriented environment with unparalleled opportunities to expand your expertise, build lasting client relationships, and shape the future of your career.

New!

Wilmington, DE1 day ago

$205,000–$225,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a diverse client base ranging from emerging companies to established national and international organizations, the firm offers deep experience across litigation, corporate, real estate, and regulatory matters.

New!

Philadelphia, PA1 day ago

Remote

$175,000–$250,000 Per Year

The firm provides comprehensive legal services across a broad range of practice areas, including business and finance, employment, government relations, intellectual property, litigation, real estate, taxation, and trusts and estates. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Malvern, PA1 day ago

$130,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be a problem solver, an excellent communicator, and a team player, with a passion for justice and a proven track record in the legal field.

New!

Philadelphia, PA1 day ago

$90,000–$130,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role requires a strong commitment to our clients, a deep understanding of the legal process, and an unwavering dedication to achieving the best possible outcomes.

New!

Philadelphia, PA1 day ago

$140,000–$170,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a growing insurance defense firm with a strong presence throughout Pennsylvania, New Jersey, and New York, representing carriers, businesses, and insured clients in complex litigation matters.

New!

Huntingdon Valley, PA1 day ago

$140,000–$180,000 Per Year

The ideal candidate will have a minimum of three years of experience handling a broad range of estate planning and administration matters, including complex drafting, trust funding, probate filings, and fiduciary guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Penllyn, PA1 day ago

$130,000–$180,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Key Responsibilities: Case Management: - Manage a diverse caseload of special education disputes including Individualized Education Program (IEP) violations, procedural due process hearings, and related litigation.

New!

Philadelphia, PA1 day ago

Remote

$150,000–$190,000 Per Year

Please attach 1-2 writing samples from the following list of transactional documents: Board and Shareholder Resolutions for fundraising or remediation efforts; convertible notes; Operating Agreements; amended and restated articles; Employee Incentive or Synthetic Incentive Plans and Grants. The ideal candidate will have experience in corporate transactional work i.e., finance transactions, mergers, corporate governance, etc., and be able to jump in and spot corporate governance issues, draft remediations documents, and counsel clients through growth and fund raising activities with only necessary oversight.

Philadelphia, PA14 days ago

$50,000–$60,000 Per Year
Full-time
Employee

Minimum 6 months of programming experience from academic coursework, hands-on projects, or professional work in one or more of the following languages: Java, Python, C, C#, C++, JavaScript, R, SQL, MATLAB, Mathematica, TypeScript, Shell scripting, Go, or Kotlin. A recent STEM degree (e.g., Computer Science, Information Technology, Engineering, or a related discipline) OR 12+ months of professional work experience in finance, healthcare, banking, insurance, hospitality, or aviation.

Wilmington, DE19 days ago

Full-time
Employee

In this full-time role, you'll work directly with senior executives on sourcing, underwriting, and closing high-impact transactions, gaining unparalleled exposure to all facets of the real estate investment lifecycle. Johnson Service Group, Inc. (JSG) is a North American leader in the staffing and consulting services industry, with over 35 years of experience investing in people and companies.

New!

Philadelphia, PAToday

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Ephrata, PA26 days ago

As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries with professionalism and efficiency. Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team.

New!

Philadelphia, PAToday

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Bala Cynwyd, PA14 days ago

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. Meets regularly with wealth advisors and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.

Conshohocken, Pennsylvania30+ days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Philadelphia, PA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Gap, PA22 days ago

$53,000–$63,000 Per Year

Prepare & process new accounts and ongoing account updates (RMDs, QCDs, transfers, beneficiary changes, and related transactions) and other administrative support, without providing financial advice. Apply for this Client Services Associate position if you have administrative experience, strong attention to detail, and experience or interest in supporting client accounts within a financial planning or wealth management firm.

New!

Radnor, PA1 day ago

$60,000–$60,000 Per Year

This role helps manage client communications, track projects, prepare and complete paperwork, and coordinate with recordkeepers, TPAs, and custodians to support day-to-day operations of our retirement plan advisory practice. This role is ideal for someone early in their financial services career who’s detail-oriented, enjoys process management, and wants to grow within the retirement plan or wealth management industry.

Newark, DE30+ days ago

Full-time

Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Philadelphia, Pennsylvania30+ days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. .

Newark, DE30+ days ago

Full-time

This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Wayne, PA30+ days ago

Full-time

Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.

Philadelphia, PA30+ days ago

Remote

You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses. At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success.

Philadelphia, PA30+ days ago

Full-time

As a Senior Client Solutions Architect Associate in Healthcare Payments, you contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions for clients with complex challenges. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

New!

Wilmington, DE3 days ago

$44,000–$48,000 Per Year

As the world's leading provider of business, legal, tax, anddigital brand services, we find ways to help all kinds of organizations run smoother and smarter. CSC ensures that compliance, legal, tax, and domain management, and brand protection needs are met for every phase of the business life cycle.

Philadelphia, Pennsylvania20 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Philadelphia, Pennsylvania16 days ago

Philadelphia, Pennsylvania14 days ago

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Newark, DE30+ days ago

Full-time

The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Philadelphia, Pennsylvania15 days ago

Philadelphia, Pennsylvania13 days ago

Philadelphia, Pennsylvania16 days ago

Philadelphia, PA30+ days ago

Full-time

World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll and HR solutions. Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate.

Bala Cynwyd, PA30+ days ago

This individual will work directly in coordination with our Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience to high net worth individuals and families: enhancing our clients’ lives through alignment of their wealth and what matters most. As one of the fastest growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners.

Newark, DE30+ days ago

Full-time

As the Head of U.S. Private Bank Client Service within the U.S Private Bank, you will lead Client Service teams across Delaware, Chicago, Houston, and Scottsdale, who deliver a consistent, high-touch experience for high-net-worth families across the U.S. This leader partners closely with local leadership to deliver a high-touch, control-strong, and increasingly seamless client experience, while modernizing service through technology, operating model evolution, and data-driven management. This individual will lead a team of approximately 500 professionals (Service Managers, Client Service Associates, and support teams), with accountability for day-to-day execution, talent strategy, risk and controls, service quality, and transformational change.

Philadelphia, PA28 days ago

The Client Services Coordinator is responsible for scheduling and coordinating caregivers to provide services to elderly, sick, or disabled clients in their homes. 2. Manage incoming phone calls and emails to resolve scheduling conflicts and concerns.

Jenkintown, PA30+ days ago

Full-time

Our Angel caregivers provide meaningful assistance for seniors in their home, and as Client Services Manager, you will manage a team of Client Care Scheduling Managers to assign appropriate caregivers and monitor their success. Visiting Angels is a private, non-medical home care agency seeking a dynamic, efficient, and friendly individual to join our team as Client Services Scheduling Manager in Jenkintown!

Hatfield, PA9 days ago

$40,000–$70,000 Per Year

You'll handle a variety of essential administrative tasks, manage important client information, and work closely with our agents to deliver outstanding service. If you're someone who thrives on organization, enjoys supporting a team, and is eager to grow within the insurance industry, wed be thrilled to have you become a part of our welcoming community.

Philadelphia, PA30+ days ago

$45,000–$52,000

Bachelor’s Degree in Human Services, Business Administration, or related field preferred or minimum 2 years’ experience in Home Care, Social Work, and/or work with The Office of Long-Term Living. Strong communication, problem-solving skills and making the proper client-caregiver match are necessary for long-term services with JEVS Care at Home.

Jenkintown, PA30+ days ago

Full-time

Our Angels/caregivers provide meaningful assistance for seniors in their home, and as Client Care Scheduling Manager, you will assign appropriate caregivers and monitor their success. Visiting Angels is a private, non-medical home care company seeking an organized, efficient, and friendly individual to join our team as Client Care Scheduling Manager!

Chadds Ford, PA30+ days ago

For over 40 years, we have been at the forefront of innovation, producing highly regarded dynamic compression therapy systems that help patients nationwide manage lymphedema, venous insufficiency, and lipedema—enhancing their quality of life. As a Great Place to Work-certified organization and a top employer recognized by Philly Top Workplaces and Fortune Magazine, we are committed to making a difference in the lives of those we serve.

Chadds Ford, PA18 days ago

Media, Pennsylvania12 days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. This is an 18-month structured learning and development program that will equip upcoming and recent college graduates, as well as career changers, with the skills and knowledge needed to excel in the world of insurance brokering and risk management.

New!

Reading, PA4 days ago

Enjoy working with well-known, nationally recognized products within your favorite convenience stores while building and maintaining professional working relationships with store management and associates. From retail merchandising to sales and marketing insights, our team makes sure the brands we represent look great, sell strong, and stay competitive at every major U.S. retailer.

Newark, DE30+ days ago

Full-time

As a Client Service Associate I within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and reconciliations, vendor documentation, legal documentation, tax governance to accommodating ad hoc tasks from the trading desk and the other operational teams with whom we partner. The Commission Management team is responsible for looking after commission agreements that allows investment managers to separately pay the broker for trade execution and ask that the remaining commission be allocated to a client account, where the investment manager would accrue CSA credits and use them to pay eligible research/brokerage providers.

Souderton, Pennsylvania26 days ago

$60,000–$70,000 Per Year

In this position, you’ll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover opportunities to deepen relationships. Responsibilities: As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles.

Philadelphia, Pennsylvania19 days ago

Kennett Square, PA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

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Client Associate Jobs in Exton, PA

Audit Manager (Government Clients) Jobot

Family Law Associate Jobot

Litigation Associate Attorney Jobot

Commercial Real Estate Associate Attorney Jobot

Litigation Associate (hybrid) Jobot

Insurance Defense Associate Attorney Jobot

Associate Attorney Jobot

Trusts and Estates Associate Attorney Jobot

Special Education Litigation Associate Jobot

Corporate Associate Attorney - REMOTE Jobot

Software Developer Associate - Relocation Required Genesis10

Real Estate Investment Associate Johnson Service Group

Registered Client Associate RBC Capital Markets, LLC

Registered Client Service Associate Smoker & Company LLC

Registered Client Associate Royal Bank of Canada

Client Service Associate Beacon Pointe Advisors LLC

Client Service Associate Stifel

J.P. Morgan Advisors - Senior Client Associate - Philadelphia, PA JPMorgan Chase Bank, N.A.

Client Services Associate Team Builder Recruiting

Client Service & Operations Associate Vista Wealth Solutions

U.S. Private Bank - Client Service Associate JPMorgan Chase Bank, N.A.

Client Associate Rockefeller Capital Management

Private Bank - Global Families Group - Client Service Associate JPMorgan Chase Bank, N.A.

Client Services Associate Waldron Private Wealth

Client Success Associate (Entry level, Remote) INFUSE

Senior Client Solutions Architect Associate - Healthcare Payments JPMorgan Chase Bank, N.A.

Associate Client Service Representative CSC

Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Client Tax Operations - Securities Services US Tax Withholding Associate JPMorgan Chase Bank, N.A.

Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LP

Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services-Real Estate Baker Tilly Advisory Group, LP

Sales Executive - Private Client World Insurance Associates, LLC.

Associate Wealth Advisor Beacon Pointe Advisors LLC

U.S. Private Bank - Head of U.S. Private Bank Client Service - Managing Director JPMorgan Chase Bank, N.A.

Client Services Coordinator AmeriBest Home Care, LLC

Client Services Manager- Senior Homecare Visiting Angels Greater Philadelphia

Commercial Insurance- Client Specialist Highstreet Insurance Services

Client Care Manager JEVS Care at Home

Client Care Scheduling Manager- Senior Homecare Visiting Angels Greater Philadelphia

Client Services Specialist Hueman PE Talent Solutions

Bilingual-Client Services Specialist -English/Spanish Hueman PE Talent Solutions

Client Service Manager Trainee - Achieve July 2026 Gallagher

Retail Client Merchandising Representative Acosta

NA Cash Equities - Soft Dollar Client Service - Assoc II JPMorgan Chase Bank, N.A.

Wealth Advisor Associate Univest Financial Corporation

Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

J.P. Morgan Wealth Management - Private Client Advisor - Kennett Square, PA JPMorgan Chase Bank, N.A.

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