1,221 Results for

Client Service Associate Jobs in Mount Laurel Township, NJ

Jobs

Newtown Square, PA

$75,000–$115,000 / 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. 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!

4 days ago

King of Prussia, Pennsylvania

$55,000–$60,000 / year
Temporary
Contractor
Full time

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. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

7 days ago

Princeton, NJ

$205,000–$225,000 / 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.

Today

Philadelphia, PA

$185,000–$250,000 / year

Known for its collaborative culture and practical, business-focused approach, the firm represents a broad range of middle-market companies, developers, financial institutions, entrepreneurs, and private clients across a variety of industries. 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.

7 days ago

Cherry Hill, NJ

Remote

$150,000–$225,000 / 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. Our client is a mid-sized commercial law firm that provides comprehensive legal services to businesses and individuals across a wide range of industries, including the private, public, and nonprofit sectors.

Today

Cherry Hill, NJ

$150,000–$225,000 / 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. Our client is a mid-sized commercial law firm that provides comprehensive legal services to businesses and individuals across a wide range of industries, including the private, public, and nonprofit sectors.

Today

Huntingdon Valley, PA

$140,000–$180,000 / 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.

7 days ago

Cherry Hill, NJ

$110,000–$150,000 / 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. Our client is a mid-sized commercial law firm that provides comprehensive legal services to businesses and individuals across a wide range of industries, including the private, public, and nonprofit sectors.

Today

Cherry Hill, NJ

$120,000–$250,000 / 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. Our client is a mid-sized commercial law firm that provides comprehensive legal services to businesses and individuals across a wide range of industries, including the private, public, and nonprofit sectors.

Today

Princeton, NJ

$130,000–$160,000 / 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.

1 day ago

Princeton, NJ

$120,000–$180,000 / 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. A well-established and growing law firm in the Mid-Atlantic region, known for its exclusive representation of management-side clients in both the public and private sectors, is seeking an associate attorney to join its employment law practice.

4 days ago

Woodbury, New Jersey

$18.35–$24.75 / hour
Full time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Adoption Assistance Program (regular part-time/full-time employees with 12 months continuous service), LTD & STD Disability (regular full-time employees after completing 180 days of active employment), Life Insurance (part-time/full-time employees are eligible for basic and supplemental life insurance and accidental death and dismemberment (AD&D) on date of hire.

10 days ago

Willingboro, NJ

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Conduct case file and record reviews for compliance and identifies opportunities for improvement or corrective actions and to ensure contractual performance expectations are met.
- Ensure all clients receive a return call within 24 hours of calling and leaving a message.

Today

Conshohocken, Pennsylvania

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.

Business Support & Operations

Line of Business.

14 days ago

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).

20 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

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.

30+ 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

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

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

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

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

Cherry Hill Township, New Jersey

li>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.

30+ days ago

New Jersey

In 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.

18 days ago

Philadelphia, PA

The 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.

30+ 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.

20 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.

16 days ago

$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

Lawrenceville, New Jersey

• 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).

30+ days ago

Media, Pennsylvania

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Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. .

Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.

4 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

Philadelphia, Pennsylvania

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*All 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.

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

7 days ago

Wayne, Pennsylvania

li>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.

30+ days ago

$62,770–$118,990 / year

p>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.

28 days ago

Wayne, PA

$86,000–$239,500 / year

The 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.

13 days ago

Philadelphia, PA

30+ days ago

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.

3 days ago

Philadelphia, Pennsylvania

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.

30+ days ago

Philadelphia, Pennsylvania

30+ days ago

Philadelphia, Pennsylvania

30+ days ago

Philadelphia, Pennsylvania

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.

30+ days ago

Philadelphia, Pennsylvania

28 days ago

Philadelphia, Pennsylvania

30+ days ago

Philadelphia, PA

p>Required • Series 7 and Series 66 licenses • 2+ years of client service or operations experience in wealth management or financial services • strong written and verbal communication skills • exceptional attention to detail and follow through • proficiency in Microsoft Office; comfort with CRM and workflow tool • bachelors degree.

Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.

30+ days ago

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

$105,375–$215,375 / year

p>At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

18 days ago

Conshohocken, PA

$21–$23 / hour

The 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.

30+ days ago

Camden, New Jersey

p>This 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.

18 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

King of Prussia, PA

p>About your role:

As a CardPointe Support Specialist, you provide Tier 1 technical and product support for CardConnect gateway products and software offerings, including terminal, mobile, and software integration support. You will partner closely with merchants, partners, and internal teams to troubleshoot issues, deliver training, and support new feature adoption so businesses can process payments safely, securely, and successfully.

19 days ago

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Client Service Associate Jobs in Mount Laurel Township, NJ

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Client Service Associate Stifel Financial Corp

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Client Service Associate Stifel

Brokerage Registered Client Service Associate - Jenkintown, PA Truist Financial Corp

Administrative Assistant / Client Service Associate Cooperidge Consulting Firm

Client Services Associate SPS-North America

Client Service Associate The PNC Financial Services Group Inc

Client Service Associate - Advisor Envestnet Inc

Client Service Associate, Tax Glenmede Corp

Client Service Associate Fiserv Inc

Client Service Associate Morgan Stanley

Client Service Associate Gallagher

Client Services Associate RH

Work From Home - Client Services Associate Global Elite Empire Consultants

Client Services Associate Waldron Private Wealth

Senior Associate - Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLP

Associate Director, Client Services IQVIA Holdings Inc

Senior Associate- Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLP

Client Service & Operations Associate Vista Wealth Solutions

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, Real Estate Baker Tilly Advisory Group, LP

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

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

Registered Client Associate, (Client Experience & Marketing) UBS Group AG

Client Associate Wells Fargo & Co

Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu Ltd

Client Support Associate Lee Hecht Harrison

Client Service Specialist PERMA Risk Management Services

Registered Client Associate Royal Bank of Canada

Client Tech Support - Sr Associate II Fiserv Inc

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