1,637 Results for

Client Service Associate Jobs in Pennsylvania

Jobs

New!

Newtown Square, PA1 day ago

$75,000–$115,000 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. 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!

New!

Wexford, PA3 days ago

p style="line-height:normal;background:#f7f7f8;margin:15pt 0in 15pt 0in">Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will SUPPORT the Advisors in:

Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
Qualifications: To thrive in this role, you should possess the following qualifications:
·Education:

New!

King of Prussia, Pennsylvania4 days ago

$55,000–$60,000 Per 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.

New!

Pittsburgh, PA4 days ago

$110,000–$150,000 Per Year

In addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment, healthcare, hospitality, and life sciences 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.

New!

Pittsburgh, PA4 days ago

$150,000–$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. In addition, the firm offers a wide range of legal services to clients in the aviation & aerospace, cannabis, emerging cyber technologies, energy & natural resources, entertainment, healthcare, hospitality, and life sciences industries.

New!

Pittston, PA4 days 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. In this role, you will be responsible for managing a diverse caseload, handling all aspects of the litigation process, and providing comprehensive legal advice to our clients.

New!

Pittsburgh, PA1 day ago

$120,000–$160,000 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. Their clientele includes large corporations, privately-held companies, municipal entities, small businesses, and partnerships across various industries and sectors.

New!

Harrisburg, PA4 days 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, PA4 days ago

$185,000–$250,000 Per 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.

New!

Pittsburgh, PA4 days ago

$120,000–$160,000 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. Draft estate planning documents, including but not limited to, wills, revocable trusts, durable powers of attorney, health care proxies and irrevocable life insurance trusts.

New!

Huntingdon Valley, PA4 days 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!

Philadelphia, PA4 days 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!

Philadelphia, PA4 days ago

Remote

$110,000–$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 have a minimum of 5 years of experience practicing construction law and handling a broad range of construction-related disputes and transactional matters.

Monroeville, Pennsylvania9 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

Macungie, PA9 days ago

$19–$19 Per Hour

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Adhere to and enforce GMP compliance, perform quality inspections related to contract packaging, including equipment challenges and verification, components, bulk product, work-in-process, and finished goods .

Inspect units for quality as they are packaged, performing visual, functional, destructive, and count checks as required per packaging record and AQL requirements .

New!

Macungie, PA6 days ago

$19–$19 Per Hour

Perform visual, functional, destructive, and count quality inspections of units during packaging, verifying component attributes and documenting results.

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.

New!

Macungie, PAToday

$19–$19 Per Hour

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Inspect units for quality as they are packaged, performing visual, functional, destructive, and count checks as required per packaging record and AQL requirements.

New!

Bellefonte, PA2 days ago

$18.50–$19

Enjoy a comprehensive benefits package, including medical and dental coverage, plus access to online education programs, financial tools, and community resources to help you succeed both on and off the clock. You will operate handheld scanners and warehouse systems to track inventory, move products safely throughout the facility, and maintain a clean, organized workspace.

New!

Bellefonte, PA2 days ago

$18.50–$19

New!

Bellefonte, PA2 days ago

$18.50–$19

New!

Bellefonte, PA2 days ago

$18.50–$19

New!

Bellefonte, PA2 days ago

$18.50–$19

New!

Bellefonte, PA2 days ago

$18.50–$19

New!

Bellefonte, PA2 days ago

$18.50–$19

Ephrata, PA30+ days ago

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As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries with professionalism and efficiency.

Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team.

Pittsburgh, PA30+ days ago

p>Under immediate supervision, Client Services Associate (Registered) 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). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Columbia, Pennsylvania30+ 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.

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

Malvern, PA9 days ago

$60,000–$90,000 Per Year

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Possess a strong understanding of financial terminology and products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Conshohocken, Pennsylvania11 days ago

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.

Devon, PA30+ days ago

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).

Columbia, Pennsylvania23 days ago

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

Bala Cynwyd, PA30+ days ago

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.

Bloomsburg, PA30+ days ago

The 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.

PA28 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.

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.

Allentown, Pennsylvania23 days ago

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General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

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Jenkintown, PA30+ days ago

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.

Allentown, PA30+ days ago

p>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.

Pittsburgh, PA30+ days ago

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

Butler, PA22 days ago

$50,000–$62,000

Day to day, that means:

Processing client service requests from start to finish: account paperwork, RMDs, money movement, transfers, and follow-ups.
A team that genuinely looks out for each other, events that are genuinely fun (think hot air balloons and murder mystery dinners), and the kind of work culture that's hard to leave.

Pittsburgh, Pennsylvania23 days ago

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Pittsburgh, PA14 days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Berwyn, PA17 days ago

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.

Philadelphia, PA13 days ago

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.

Newtown Square, PA28 days ago

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?

King of Prussia, PA30+ days ago

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.

Bethlehem, PA30+ days ago

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.

PA30 days ago

$120,000–$198,000 Per 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.

Columbia, Pennsylvania10 days ago

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.

Pittsburgh, PA30+ days ago

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3. Skills Required to Perform the Primary Responsibilities of this Position: • Excellent customer service skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Ability to use general office equipment • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level • Private Banking - Experience with bank consumer, commercial products and operations and government banking regulations • Wealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and procedures. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

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