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General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.

Truist Bank

Brokerage Registered Client Service Associate

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Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

WSFS Bank

Client Service Associate

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Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.

PNC Bank

Client Experience Associate

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Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - AFZ

Client Support Associate

YEAR

WSFS Financial Corp

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Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Raymond James Financial Inc

Registered Client Service Associate-West Conshohocken, PA

Education and Experience Required: Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience. Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.

HOUR

M&T Bank Corp

Wealth Client Associate

Working closely with our advisors, you will provide non-advisory support that keeps client accounts accurate, client requests moving, and every interaction professional and responsive. Prepare and process account opening and account administration paperwork, and follow up with the custodian to confirm requests are completed accurately.

Entrust Financial, LLC

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World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Contribute to employee benefits strategy and the renewal/marketing process through gathering vendor/client information, preparing RFPs, inputting, tracking, and analyzing benchmarking data, providing value-added analysis and summaries, etc.

World Insurance Associates LLC

Employee Benefits Senior Client Associate, Advisory & Consulting

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As a caregiver with Comfort Keepers, you’ll provide personalized support to clients in their homes while helping them maintain their comfort, dignity, and independence. Becoming a Comfort Keepers®️ in-home caregiver is a great way to make a difference in the lives of seniors and their families and to make a positive impact on your own life.

Comfort Keepers

Client Care Associate in Kintnersville PA

This position manages complex client interactions, processes detailed account tasks, and handles escalated issues, ensuring seamless account openings, money movements, and paperwork processing. The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors.

Cerity Partners LLC

Senior Client Service Associate

Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.

Care Options for Kids

Client Services Associate

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

CSC Group

Associate Client Service Representative

You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their business run smoother and smarter. Maintain and grow existing client business by providing outstanding service and by recognizing and proactively offering appropriate services.

Corporation Service Co (AKA: CSC)

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports.

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

Morgan Stanley

Private Wealth Management Registered Client Service Associate

This role ensures timely, accurate, and compliant intake operations while serving as a key liaison among referral sources, patients and families, clinical teams, and payers. Minimum of two years of experience in healthcare intake, admissions, care coordination, home health, private duty nursing (PDN), or managed care preferred.

Client Success Associate

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

Client Associate Jobs in Fort Washington, PA

Brokerage Registered Client Service Associate Truist Bank

Client Service Associate WSFS Bank

Client Experience Associate PNC Bank

Client Support Associate Jackson Hewitt - AFZ

Client Service Associate WSFS Financial Corp

Client Experience Associate The PNC Financial Services Group Inc

Registered Client Service Associate-West Conshohocken, PA Raymond James Financial Inc

Wealth Client Associate M&T Bank Corp

Client Service Associate Entrust Financial, LLC

Employee Benefits Senior Client Associate, Advisory & Consulting World Insurance Associates LLC

Client Care Associate in Kintnersville PA Comfort Keepers

Senior Client Service Associate Cerity Partners LLC

Client Services Associate Care Options for Kids

Associate Client Service Representative CSC Group

Associate Client Service Representative Corporation Service Co (AKA: CSC)

Client Service Associate Cerity Partners LLC

Private Wealth Management Registered Client Service Associate Morgan Stanley

Client Support Associate AFZ

Client Success Associate Care Options for Kids

Wealth Management Client Associate Bank of America Corp

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