1,493 Results for

Client Service Associate Jobs in Philadelphia, PA

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!

7 days ago

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.

3 days ago

Princeton, NJ

$100,000–$116,000

They will be responsible for supporting the Senior Manager for all tax planning activities, including US federal and state income tax, transaction tax return support, cash tax optimization, credits and incentives, and transaction diligence. 3+ years of federal and state tax planning or compliance for partnerships with a public accounting firm or large corporate tax department; Experience with private equity or real estate tax is a plus.

1 day ago

Woodbury, New Jersey

$18.35–$24.75 / hour
Full time

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. The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.

13 days ago

Princeton, NJ

$23–$27 / hour

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. Perform functionality testing on devices and support group scientists with device assembly and testing.

7 days ago

Pennington, NJ

$25–$25 / hour

High School Diploma or Associate’s Degree with 1–5 years of relevant GMP experience OR Bachelor’s Degree in Biotechnology, Biochemistry, Microbiology, Chemical Engineering, GMP Manufacturing experience in Pharmaceuticals, Medical Devices, Biologics, Cleanroom environments, or Chemical Processing . System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.

Today

Exton, PA

Always on the cutting edge, our portfolio of electrical safety solutions focuses on a wide range of industries, from mainstay industries such as hospitals, mining, and manufacturing to newly developed industries such as solar, wind, and electric vehicles. This role focuses on coordinating service activities, generating demand for service offerings, supporting customer inquiries, and contributing to revenue growth through inside sales functions.

Today

Wilmington, DE

As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage 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.

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

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).

23 days ago

Princeton, NJ

$45,000–$75,000 / year

Education High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $45,000.00-$75,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

30+ days ago

Bala Cynwyd, PA

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families and" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions.

30+ days ago

Malvern, PA

$60,000–$90,000 / year

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.

15 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. 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.

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

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

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

30+ days ago

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

Philadelphia, PA

$285,000–$395,000 / year

This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. 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.

2 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.

23 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.

19 days ago

Newtown Square, PA

p>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?

30+ 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

Media, Pennsylvania

Full time

The 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.

7 days ago

Mount Laurel, New Jersey

Care 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.

30+ days ago

$31,200–$90,000 / year

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 whats 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).

30+ days ago

King of Prussia, PA

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

30+ days ago

Wilmington, Delaware

You’ll handle a variety of client service, operational, and project-based responsibilities, including: Partnering with Wealth Advisors to support UHNW clients. As a Client Service Associate, you’ll support Advisors and Operations teams to deliver high-touch service to UHNW clients.

1 day ago

New Castle, Delaware

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. 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.

10 days ago

West Chester, Pennsylvania

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. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

30+ days ago

Wayne, Pennsylvania

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

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.

16 days ago

Wilmington, DE

$24.87–$41.45 / hour

Education and Experience Required: Bachelors degree and a minimum of 1 years financial services client service experience, or in lieu of a degree, a combined minimum of 5 years higher education and/or work experience, including a minimum of 1 years financial services client service experience. Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.

30+ days ago

Wilmington, Delaware

Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience. Support high-touch service and sales enablement for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients.

23 days ago

$62,770–$118,990 / year

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, 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.

6 days ago

Philadelphia, Pennsylvania

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

30+ days ago

Malvern, Pennsylvania

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Serves as subject matter expert for assigned operational processes, with an understanding of regulatory and operational control implications and impact to external clients.

3 days ago

Philadelphia, Pennsylvania

30+ days ago

Philadelphia, PA

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

West Chester, PA

p>Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.). This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.

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

Wilmington, DE

If this sounds like the right fit for you, read on to learn more about how we support our employees as they transition into Digital Brand Services: Professional, engaging, and comprehensive training to introduce our business and the industry, supplemented with on-the-job training. CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide.

8 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.

21 days ago

Stand out to leading employers.

Upload your resume and let employers find you for new Client Service Associate job openings. Plus, receive relevant job matches delivered straight to your inbox.

Create A Free Account

Client Service Associate Jobs in Philadelphia, PA

Client Service Associate Jobot

Corporate Associate Attorney Jobot

Senior Tax Associate Kforce Inc.

Retail Customer Service Associate FedEx

Associate Scientist Joulé

Manufacturing Associate (Downstream) Joulé

Junior Application and Sales Associate Bender, Inc

Registered Client Service Associate Ameriprise Financial Inc

Registered Client Service Associate - Devon, PA Raymond James Financial Inc

Registered Client Service Associate Morgan Stanley

Registered Client Service Associate - Princeton, NJ Raymond James Financial Inc

Client Service Associate Beacon Pointe Advisors

Client Service Associate / Client Service Manager Wealth Enhancement Group LLC

PWM Registered Client Service Associate Morgan Stanley

Client Service Associate Stifel Financial Corp

Client Service Associate Stifel

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

Administrative Assistant / Client Service Associate Cooperidge Consulting Firm

Client Service Associate The PNC Financial Services Group Inc

Private Client Services Associate or Counsel Attorney Pernini Recruiting Company

Client Service Associate - Advisor Envestnet Inc

Client Service Associate, Tax Glenmede Corp

Client Services Associate Bayada Home Health Care, Inc.

Client Service Associate Fiserv Inc

Client Service Associate Gallagher

Client Services Associate Care Options for Kids

Client Service Associate Morgan Stanley

Client Services Associate RH

Client Service Associate International Search Consultants

Work From Home - Client Services Associate Global Elite Empire Consultants

Work From Home - Client Services Associate AO Garcia Agency

Client Services Associate Waldron Private Wealth

Associate Director, Client Services IQVIA Holdings Inc

Wealth Client Service Associate M&T Bank Corp

Wealth Client Service Associate Wilmington Trust

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

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

Client Services Operations Administrator, Senior Associate The Vanguard Group

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

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

Registered Client Associate Citadel Federal Credit Union

Client Associate Wells Fargo & Co

Associate Client Order Coordinator CSC Group

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

Similar Job Searches