Registered Client Service Associate - Devon, PA Raymond James Financial IncRegistered Client Service Associate - Devon, PADevon, PAThe 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).
Registered Client Service Associate AmeripriseRegistered Client Service AssociateConshohocken, PennsylvaniaAs 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.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateMount Laurel, New JerseyOur 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).
Registered Client Service Associate - Princeton, NJ Raymond James Financial IncRegistered Client Service Associate - Princeton, NJPrinceton, NJ$45,000–$75,000 / yearEducation 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.
PWM Registered Client Service Associate Morgan StanleyPWM Registered Client Service AssociatePAOur 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.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateBala Cynwyd, PAThe 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.
Client Service Associate Stifel Financial CorpClient Service AssociateConshohocken, PAp>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.
Client Service Associate StifelClient Service AssociateConshohocken, PennsylvaniaWhat 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.
Brokerage Registered Client Service Associate - Jenkintown, PA Truist Financial CorpBrokerage Registered Client Service Associate - Jenkintown, PAJenkintown, PAGeneral 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.
Administrative Assistant / Client Service Associate Cooperidge Consulting FirmAdministrative Assistant / Client Service AssociateCherry Hill Township, NJ$65,000–$85,000li>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. Cooperidge Consulting Firm is seeking a Client Service Associate / Administrative Assistant for a top Boutique Financial Advisory Practice in Cherry Hill, NJ.
Client Service Associate The PNC Financial Services Group IncClient Service AssociatePhiladelphia, PAThe Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.
NewPrivate Client Services Associate or Counsel Attorney Pernini Recruiting CompanyPrivate Client Services Associate or Counsel AttorneyPhiladelphia, PA$285,000–$395,000 / yearp>Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing.
Client Service Associate - Advisor Envestnet IncClient Service Associate - AdvisorBerwyn, PAWith 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.
Client Services Associate Care Options for KidsClient Services AssociateMount Laurel, New JerseyCare 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.
Client Service Associate, Tax Glenmede CorpClient Service Associate, TaxPhiladelphia, PAAll 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.
Client Services Associate SPS-North AmericaClient Services AssociateNew JerseyIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. The Client Services Associate/Hospitality & Workplace Operations Associate is responsible for maintaining a clean, efficient, and welcoming environment across conference spaces, workplace areas, restrooms, pantries, and facility operations.
Client Service Associate Morgan StanleyClient Service AssociateLawrenceville, New JerseyOur 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. • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Client Services Associate RHClient Services AssociateKing of Prussia, PAWe 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.
Client Service Associate Fiserv IncClient Service AssociatePA$120,000–$198,000 / yearFor 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.
NewClient Service Associate GallagherClient Service AssociateMedia, PennsylvaniaFull timeThe 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. Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
Client Services Associate Waldron Private WealthClient Services AssociateWayne, PennsylvaniaProvide 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.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociatePhiladelphia, PennsylvaniaAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
NewClient Service Associate JobotClient Service AssociateNewtown Square, PA$75,000–$115,000 / yearInformation 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. If you are an optimistic and client focused person who is a self starter and problem solver and loves to provide top notch service to both our advisors and our clients, then this is the home for you!
Associate Director, Client Services IQVIA Holdings IncAssociate Director, Client ServicesWayne, PA$86,000–$239,500 / yearThe actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries.
Client Support Associate Lee Hecht HarrisonClient Support AssociateConshohocken, PA$21–$23 / hourThe Client Service Associate will provide front-line support to clients, handling inquiries via phone and email while ensuring a high level of accuracy, professionalism, and responsiveness. This role is ideal for individuals who thrive in a fast-paced, customer-focused environment and enjoy delivering high-quality service to clients.
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorBala Cynwyd, PAFour-year college degree required • 2 years relevant experience • Excellent written and verbal communication skills • Strong organizational, analytical, and interpersonal skills • Ability to excel in a fast-paced team environment • Mature self-starter with ability to take ownership of assigned responsibilities • Positive attitude and ability to work collaboratively with colleagues • Proficiency in Microsoft Office applications is a must, with strong Excel skills preferred • Desire to pursue the CFP designation. 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.
Client Service Specialist PERMA Risk Management ServicesClient Service SpecialistCamden, New JerseyThis position is an important point of contact for the day-to-day servicing of clients and is expected to respond to and resolve client requests on a wide variety of benefit topics with limited assistance from the Senior Client Service Associate and Director of Client Services. Job Summary: As a key member of the Client Service Team, the Client Service Specialist is responsible for supporting our Public Entity clients and brokers with member issues and claims inquiries and resolution.
Client Care Coordinator Bayada Home Health Care, Inc.Client Care CoordinatorPennsauken, NJThrough 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. Collaborate with office leadership to monitor operational and financial metrics, including overtime, unfilled hours, and gross margin.
Financial Advisor Associate - King of Prussia, PA The Toronto-Dominion BankFinancial Advisor Associate - King of Prussia, PAKing of Prussia, PAOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) • Ensures all Continuing Education requirements are attained • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures • Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures • Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team • Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm • Represents TD Wealth to the general public in a professional manner • Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: • Bachelors degree strongly preferred • 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program • SIE & Series 7 required • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule • Self-directed, with strong ability to plan own activities to achieve sales and referral goals • Comprehensive understanding of wealth products and services • Strong verbal and written communication skills • Strong organizational and time management skills • Ability to travel within assigned market to meet prospects, clients and partners five days a week • Ability to commute within assigned territory • Understanding of wealth management business development techniques • Understanding and experience interacting with retail and small business banking clients • Consultative sales experience required • Ability to establish relationships and partner effectively with other departments OCC: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
Financial Advisor Associate - Montgomeryville, PA The Toronto-Dominion BankFinancial Advisor Associate - Montgomeryville, PAPA$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
AVP, Regional Administrative Manager LPL Financial Holdings IncAVP, Regional Administrative ManagerPAp>Core Competencies: • Self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations • Strong customer focus, excellent verbal and written communication skills, and extremely organized • Strong analytical, strategic planning skills and relationship management skills • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment. The Branch Administrative Manager will provide support to employee affiliation offices and teams, including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint.
Entry Level Healthcare Management Care Options for KidsEntry Level Healthcare ManagementBala Cynwyd, PennsylvaniaWe are seeking a proactive, detail-oriented Client Services Associate with strong critical thinking skills to effectively manage multiple priorities, coordinate staffing operations, collaborate closely with the Clinical Supervisor, and support account management in overseeing the performance of nursing staff. Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy and school-based services.
Board Certified Behavior Analyst (BCBA) The Stepping Stones Group LLCBoard Certified Behavior Analyst (BCBA)NJ$83,000–$103,000 / yearWhat You''ll Do Conduct Functional Behavior Assessments (FBAs) and develop data-driven Behavior Intervention Plans (BIPs) Provide ABA services across home, center, and remote settings Utilize developmentally appropriate assessments, including Vineland-3 and others as appropriate Supervise and support RBTs and Behavior Technicians to ensure treatment fidelity Coach caregivers and team members on evidence-based behavioral strategies Deliver family training to promote skill generalization across environments Monitor, analyze, and apply behavioral data to guide clinical decision-making Collaborate with school teams and attend IEP meetings when appropriate Partner with internal teams, external providers, and families to optimize outcomes In some regions, supervise Associate Clinical Supervisors or BCBA candidates accruing hours How Success Is Measured Success in this role is defined by: High-quality, ethical, and consistent clinical care Strong collaboration with families and team members Effective supervision and mentorship of technicians Data-driven decision-making and meaningful client progress Reliability, professionalism, and follow-through ____ Qualifications Master''s degree in Applied Behavior Analysis, Psychology, Special Education, or a related field Current BCBA certification in good standing Active MA LABA licensure (or willingness to obtain) Minimum of 2+ years of ABA experience, preferably with supervisory responsibilities Strong clinical judgment and ability to individualize behavior plans Excellent communication, collaboration, and leadership skills Valid driver''s license and ability to travel locally Bilingual (Spanish, Portuguese, or Haitian Creole) a plus ____ Why CAS Is Different We intentionally design hybrid roles that: Balance flexibility with structure Support clinicians across multiple settings without burnout Invest in mentorship, training, and long-term growth Prioritize ethical, assent-based practice ____ Not Ready to Make the Jump-but Know Someone Who Is? Who You Are Master''s degree in Applied Behavior Analysis, Psychology, Special Education, or a related field Current BCBA certification in good standing (required)Minimum 2 years of ABA experience with children on the autism spectrum or with developmental disabilities Skilled in conducting FBAs, writing BIPs, and supervising clinical staff Strong interpersonal skills and ability to build rapport with families and team members Able to program and provide feedback surrounding challenging behaviors using positive and proactive strategies Reliable, organized, and committed to ethical, high-quality care Schedule & Work Environment Full-Time Home and community-based caseload in the Hawthorne AreaTravel within your assigned service area Compensation & Benefits Competitive Salary: $85,000-$105,000,based on experience Paid time off, sick time, and holidays Medical, Dental and Vision InsuranceRetirement PlanLife InsurancePaid CEUsEmployee Assistance ProgramReferral BonusesFlexible schedule options Fun team events, mentorship, and a mission-driven culture Why Join Community Autism Services?
NewSchool Based Board Certified Behavior Analyst (BCBA) The Stepping Stones Group LLCSchool Based Board Certified Behavior Analyst (BCBA)NJ$83,000–$103,000 / yearWhat You''ll Do Conduct Functional Behavior Assessments (FBAs) and develop data-driven Behavior Intervention Plans (BIPs) Provide ABA services across home, center, and remote settings Utilize developmentally appropriate assessments, including Vineland-3 and others as appropriate Supervise and support RBTs and Behavior Technicians to ensure treatment fidelity Coach caregivers and team members on evidence-based behavioral strategies Deliver family training to promote skill generalization across environments Monitor, analyze, and apply behavioral data to guide clinical decision-making Collaborate with school teams and attend IEP meetings when appropriate Partner with internal teams, external providers, and families to optimize outcomes In some regions, supervise Associate Clinical Supervisors or BCBA candidates accruing hours How Success Is Measured Success in this role is defined by: High-quality, ethical, and consistent clinical care Strong collaboration with families and team members Effective supervision and mentorship of technicians Data-driven decision-making and meaningful client progress Reliability, professionalism, and follow-through ____ Qualifications Master''s degree in Applied Behavior Analysis, Psychology, Special Education, or a related field Current BCBA certification in good standing Active MA LABA licensure (or willingness to obtain) Minimum of 2+ years of ABA experience, preferably with supervisory responsibilities Strong clinical judgment and ability to individualize behavior plans Excellent communication, collaboration, and leadership skills Valid driver''s license and ability to travel locally Bilingual (Spanish, Portuguese, or Haitian Creole) a plus ____ Why CAS Is Different We intentionally design hybrid roles that: Balance flexibility with structure Support clinicians across multiple settings without burnout Invest in mentorship, training, and long-term growth Prioritize ethical, assent-based practice ____ Not Ready to Make the Jump-but Know Someone Who Is? Who You Are Master''s degree in Applied Behavior Analysis, Psychology, Special Education, or a related field Current BCBA certification in good standing (required)Minimum 2 years of ABA experience with children on the autism spectrum or with developmental disabilities Skilled in conducting FBAs, writing BIPs, and supervising clinical staff Strong interpersonal skills and ability to build rapport with families and team members Able to program and provide feedback surrounding challenging behaviors using positive and proactive strategies Reliable, organized, and committed to ethical, high-quality care Schedule & Work Environment Full-Time Home and community-based caseload in the Hawthorne AreaTravel within your assigned service area Compensation & Benefits Competitive Salary: $85,000-$105,000,based on experience Paid time off, sick time, and holidays Medical, Dental and Vision InsuranceRetirement PlanLife InsurancePaid CEUsEmployee Assistance ProgramReferral BonusesFlexible schedule options Fun team events, mentorship, and a mission-driven culture Why Join Community Autism Services?
Early Intervention Physical Therapist The Stepping Stones Group LLCEarly Intervention Physical TherapistDelaware County, PAJob HighlightsPart-time Physical Therapists (PTs) qualify for Paid Time Off (PTO), Paid Holidays, and sick payDrive time and mileage reimbursement traveling between client visits ResponsibilitiesProvide one-on-one services to children from birth to 3 in their natural settings, such as in their home, daycare, or communityWork with families to help guide, assist, and support their children's progressWork closely with families and the regional center to provide essential servicesWork with the administrative team to help schedule and manage child's servicesAbout Community Therapy Services, a division of The Stepping Stones Group The Stepping Stones Group grew from a simple belief: That every child is born with a special set of gifts. Prospect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St.