382 Results for

Client Associate Jobs in West Chester, 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!

Greenville, 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!

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.

New!

Philadelphia, 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

King of Prussia, PA29 days ago

Full-time
Employee

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. This individual will play a key role in supporting the Processing Department by ensuring the accuracy, organization, and timely submission of client applications related to life insurance, annuities, and long-term care products.

New!

Wilmington, DE4 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.

Chester Springs, PA11 days ago

$100,000–$250,000 Per Year

Unmatched Earnings Potential: Enjoy a competitive commission structure with potential annual earnings ranging from $100,000 to $250,000, based on your performance. If you have strong communication skills, a resilient mindset, and a desire to help homeowners transition to clean energy, we want to hear from you.

Philadelphia, PA11 days ago

$250,000–$280,000 Per Year

Our client, a prominent AmLaw 100international law firm, is seeking a talentedmid-level Associate Attorney to join their premier Litigation Team in Philadelphia offers the opportunity to represent a dynamic client base in complex litigation. With the firm's collegial culture, commitment to excellence, and investment in attorneys' long-term professional growth, this role is ideal for a driven associate looking to take their litigation practice to the next level and make an impact on the future of this legal field.

Philadelphia, PA11 days ago

This is an exceptional opportunity to work within a premier commercial real estate capital markets group that advises on sophisticated, high-profile transactions across the full lifecycle of commercial real estate finance matters. HYBRIDOur client, a global AmLaw 50 law firm, a talented Commercial Real Estate Finance Associate Attorney to join its highly regarded Global Finance practice.

Philadelphia, PA11 days ago

HYBRIDOur client, a global AmLaw 50 law firm, is seeking a highly qualified Tax Associate to join its Global Tax Practice Group, with a focus on supporting a sophisticated investment funds practice. You will gain hands-on experience with sophisticated tax matters at the intersection of funds, finance, and global transactions, while working alongside experienced practitioners in a collaborative and intellectually rigorous environment.

Philadelphia, PA11 days ago

$225,000–$325,000 Per Year

With its collegial culture, industry-leading resources, and proven track record of advancing associate careers, this position is ideal for ambitious attorneys who want to establish themselves as leaders in the rapidly evolving gaming and regulatory law space. HYBRID#LI-HYBRIDOur client, a prominent AmLaw 100international law firm, is seeking a motivated junior to senior-level Associate Attorney to join its dynamic Gaming Practice.

Philadelphia, PA11 days ago

Substantive experience representing borrowers, lenders, private equity sponsors, and/or agents in a broad range of finance transactions, including acquisition financings, dividend and other recapitalizations, and restructuring and reorganizations. The team’s multi‑perspective approach provides attorneys with real-time insight into market trends, evolving deal terms, and complex financing structures in both domestic and cross-border transactions.

Philadelphia, PA11 days ago

Experience with transactions involving assets such as solar loans, mineral rights, royalties, marketplace loans, credit card receivables, auto loans and leases, mortgages, single-family rental properties, timeshares, or trade receivables preferred. This team represents a diverse range of market participants—including issuers, borrowers, hedge funds, credit funds, banks, and underwriters—in structuring innovative asset finance and securitization transactions.

Philadelphia, PA11 days ago

The team is deeply involved across the full lifecycle of fund finance transactions, from fund formation leverage considerations through complex downstream structuring and financings, and is consistently recognized by leading industry publications. HYBRIDOur client, a global AmLaw 50 law firm, with a top-ranked Global Finance practice, is seeking a Senior Associate or Counsel to join its Fund Finance / Subscription Lines team.

Warrington Township, PA8 days ago

$20–$20

The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process.

New!

King of Prussia, PA4 days ago

$0–$50,000 Per Year

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.

Gap, PA7 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.

Philadelphia, PA26 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.

Newark, DE30+ days ago

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, Pennsylvania26 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 32 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, DE28 days ago

Full-time

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.

Newark, DE30+ days ago

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. The team is recruiting an associate who 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.

Newark, DE30+ days ago

JPMorgan's North American Cash Equities Client Services is the primary point of contact for Institutional Asset Managers & Hedge Funds who execute trades with any of JPMorgan's global equity trading desks. 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, PA12 days ago

$60,000–$70,000

Manage the office/team in relation to Key Performance Indicators (KPIs), for example: Gross margin, overtime, utilization of authorized hours, EVV compliance, Client and Caregiver satisfaction etc. Experience with case management/coordination, records/utilization management, preparing reports, or other documentation desirable.

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.

Newark, DE24 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, Pennsylvania7 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.

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, Pennsylvania15 days ago

Philadelphia, Pennsylvania16 days ago

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.

Philadelphia, Pennsylvania11 days ago

Philadelphia, Pennsylvania16 days ago

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.

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.

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.

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.

Philadelphia, PA13 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.

WARRINGTON, Pennsylvania30+ days ago

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. Assist clients who encounter difficulties with paying for or electronically signing their completed tax return by identifying the issue, providing step-by-step guidance, and escalating to the appropriate support channels when necessary to ensure a smooth and timely completion.

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.

King of Prussia, PA30+ days ago

You will assist Card Connect merchants, agents, and internal Fiserv team members with questions via support tickets, emails, and phone calls (in-bound and out-bound). We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely.

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.

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Client Associate Jobs in West Chester, PA

Jobs

Audit Manager (Government Clients)Jobot

Family Law AssociateJobot

Litigation Associate AttorneyJobot

Commercial Real Estate Associate AttorneyJobot

Litigation Associate (hybrid)Jobot

Insurance Defense Associate AttorneyJobot

Trusts and Estates Associate AttorneyJobot

Special Education Litigation AssociateJobot

Corporate Associate Attorney - REMOTEJobot

Associate AttorneyJobot

Processing Associate in King Of Prussia - 50K salary!Beacon Hill Staffing Group, LLC

Real Estate Investment AssociateJohnson Service Group

Direct Sales AssociateTrinity Solar

Mid-Level Litigation Associate Attorney/Products/Mass TortPernini Recruiting Company

Commercial Real Estate Finance - Associate Attorney (Multi Office)Pernini Recruiting Company

Tax Associate Attorney (Multi Office)Pernini Recruiting Company

Gaming Associate Attorney - Litigation (Multi-City)Pernini Recruiting Company

Leveraged Finance - Associate Attorney (Multi Office)Pernini Recruiting Company

Asset Finance & Securitization Associate Attorney - Multi-CityPernini Recruiting Company

Fund Finance/Subscription Lines - Senior Associate/Counsel AttorneyPernini Recruiting Company

Field Store Associate - Part TimeSherwin-Williams

Processing Associate in King Of Prussia - 50K salary!Beacon Hill

Client Service AssociateStifel

Client Services AssociateTeam Builder Recruiting

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

U.S. Private Bank - Client Service AssociateJPMorgan Chase

Client AssociateRockefeller Capital Management

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

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

Client Service Associate Soft Dollar SupportJPMorgan Chase

NA CASH EQUITIES Client Service Associate IIJPMorgan Chase

Associate Director of Client CareJEVS Care at Home

Client Services AssociateWaldron Private Wealth

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

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

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

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

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

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

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

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

Client Success Associate (Entry level, Remote)INFUSE

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

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

Client Care ManagerJEVS Care at Home

Client Services CoordinatorAmeriBest Home Care, LLC

Client Care SpecialistH&R Block

Associate Wealth AdvisorBeacon Pointe Advisors LLC

Junior Client Service AnalystFiserv

Client Services SpecialistHueman PE Talent Solutions

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