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1,335 Results for

Client Associate Jobs in Philadelphia, PA

United States of America

Work hours/week:.

181 WASHINGTON STREET:CONSHOHOCKEN

City:.

11 days ago

Philadelphia, PA

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.

30+ days ago
Wells Fargo & Co logo

Wayne, PA

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.

30+ days ago
Ameriprise Financial Inc logo

Conshohocken, PA

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

22 days ago
Morgan Stanley logo

Mount Laurel, New Jersey

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.

• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

18 days ago

Devon, PA

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. s63 - Uniform Securities Agent 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).

30+ days ago
Morgan Stanley logo

PA

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

29 days ago

Princeton, NJ
  • $45,000–$75,000 / year

Education High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications s63 - Uniform Securities Agent 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) Salary Range $45,000.00-$75,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

30+ days ago

Bala Cynwyd, PA

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" /> Client Service Associate @ Beacon Pointe Advisors LLC. 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.

30+ days ago

Conshohocken, PA

p>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.

30+ days ago
Gallagher logo

Mount Laurel, New Jersey

If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview:

As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. How you'll make an impact:

  • You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business.

15 days ago

King of Prussia, Pennsylvania

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

30+ days ago

Jenkintown, PA

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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

30+ days ago

Philadelphia, PA
  • 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.

30+ days ago

Conshohocken, Pennsylvania

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.

30+ days ago

Exton, PA

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

30+ days ago

Wayne, PA

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.

25 days ago
New

Wilmington, DE

If this sounds like the right fit for you, read on to learn more about how we support our employees as they transition into Digital Brand Services:

  • Professional, engaging, and comprehensive training to introduce our business and the industry, supplemented with on-the-job training.

    CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide.

    • 3 days ago

    Cherry Hill Township, NJ
    • $65,000–$85,000

    Client Relations: Serve as the primary point of contact for clients and prospects, ensuring all communications are handled with exceptional professionalism and timely follow-up. Meeting Management: Compile comprehensive meeting materials, coordinate virtual/in-person logistics, and transcribe detailed notes and action items post-meeting.

    30+ days ago

    King of Prussia, PA

    We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.

    30+ days ago
    New

    Radnor, PA
    • $60,000–$65,000 / 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.

    1 day ago

    Wilmington, DE

    p>We are seeking a detail-oriented Bilingual Operations Associate (Spanish/English) to support a fast-paced operations team focused on delivering exceptional service, maintaining strong risk controls, and driving process improvements.

    Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.

    18 days ago

    Philadelphia, PA

    li>License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred.

    POSITION SUMMARY:

    • The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients.

    30+ days ago

    Wilmington, DE

    p>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.

    30+ days ago
    Bayada Home Health Care, Inc. logo

    Newtown Square, PA

    Through hands-on experience and mentorship, Client Services Associates gain valuable exposure to all aspects of office operations, client services, scheduling, staffing, and team management - preparing them for future growth opportunities within the organization, including advancement into Client Services Manager roles. Are you looking for an exciting opportunity in a fast-growing industry where you can make a meaningful impact while building your career?

    29 days ago
    Fiserv Inc logo

    PA
    • $120,000–$198,000 / year

    For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

    30+ days ago

    Wilmington, DE

    You will help shape the strategy for scaling Private Client across the enterprise and partner with stakeholders across the ecosystem to develop internal centers-of-influence (COI) partnerships, transition eligible clients onto the Private Client platform, and enable seamless cross-line of business reassignments. Morgan Private Client, you will identify and help execute client referral opportunities across the firm's businesses, including Chase Retail Branches, Commercial Banking, and Private Banking.

    30+ days ago

    Philadelphia, PA

    All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve user experience, or develop more efficient processes.

    14 days ago

    Berwyn, PA

    With a strong focus on client advocacy, collaboration, and service excellence, the team works closely with internal partners to resolve inquiries efficiently, manage expectations, and ensure a consistently positive advisor experience-helping advisors better serve their end clients and drive long‑term success. The Service - Advisor team help clients navigate the Envestnet platform, troubleshoot operational and technical questions, and provide training to ensure advisors can effectively leverage our tools in their practices.

    18 days ago

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