Client Service Associate jobs in Pennsylvania

Now available 154 results are consistent

Sort by:relevance - date

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

CompanyStifel Financial
AddressWest Chester, PA
CategoryRetail
Salary$43.9K - $55.5K a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Client Service Associate - Non-Registered

Stifel Financial

West Chester, PA

$43.9K - $55.5K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Client Service Associate (Pittsburgh, PA)

Edelman Financial

Sewickley, PA

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Provide superior Client Service by handling all incoming client requests and following-through t...

REMOTE - Client Service Associate

Harbor Compliance

Lancaster, PA

Provide excellent Client Service through deepening client relationships by delivering post-sale support to our clients using a robust knowledge base. Build trust with each client interaction by responding quickly, completely, and...

Client Service Associate- Oil City, PA- 20-24 Hours Per Week

Cantella & Co.

Oil City, PA

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

Client Service Associate- Oil City, PA- 20-24 Hours Per Week

Raymond James Financial, Inc

Oil City, PA

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

Client Service Associate - Doylestown, PA

Raymond James Financial, Inc

Doylestown, PA

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

Client Service Associate

Stifel Financial

Bethel Park, PA

$45.8K - $58K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Client Service Associate

Gemharvest

New Hope, PA

$60,000 - $75,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. Participate in the growth of an in...

Financial Client Service Associate

Financial Voyages, Llc

Harleysville, PA

$25 - $30 an hour

Maintaining CRM database of client and vendor information. Preparing and processing paperwork for new and existing investments. Processing transfers and rollovers. Facilitating money movement for clients. Assist with client inquir...

Client Services Associate

A&N Consulting

Philadelphia, PA

$650 - $1,000 a week

Communicate with upper management, compliance, and quality assurance regularly regarding our product campaigns, ensuring each entry-level Client Service Trainee is exceeding expectations. Learn and possess the expertise in product...

Client Service Associate

Bny Mellon

Pittsburgh, PA

$65.1K - $82.5K a year

This role is hybrid.In this role, youll make an impact in the following ways:Ensuring requests are executed or questions resolved, including coordination with required operationsApplying problem solving skills and uses communicat...

Client Service Associate

Pitcairn Trust Company

Jenkintown, PA

Provide first-level client support. Coordinate all client account paperwork. Coordinate and process cash distribution (wires/check/ACHs). Provide bill pay administration, callbacks, and payment processing. Process internal & exter...

Client Service Associate - Registered

Stifel Financial

Center Valley, PA

$42.4K - $53.6K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Associate, Client Service II

Bny Mellon

Pittsburgh, PA

$86.9K - $110K a year

Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. Our ambition is to bui...

Senior Associate, Client Service

Bny Mellon

Pittsburgh, PA

$98.4K - $125K a year

Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. Heres a few of our awards:Fortune Worlds Most Admired Companies & Top 20 for Diversity and Incl...

Client Services Representative

Teksystems

Scranton, PA

Competitive pay with incentives- 19/hr. Chance to Grow- 400% growth, meaning ample leadership opportunities down the line. Fantastic Culture Management ensures a friendly, team-oriented, and laid-back environment. Training team...

Client Service Representative

Intulse, Ltd.

Lancaster, PA

$49,770 - $57,170 a year

Responsibility: Innate desire to do more than what is expected. Thoroughness: Work with efficiency, completeness, and within reasonable timeframes Dependability: Fulfillment of expectations without excessive oversight Determinatio...

Seasonal Merchandising Service Associate - Weekends Preferred

Lowe's

Warren, PA

Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product...

Portfolio Services Associate 2

State Street

Sylvania, PA

Not disclosed

Portfolio Services analyst will be responsible for numerous functions including, investigation of ad hoc client inquiries regarding the health of portfolios, material reconciliation break review, analyze output on various data che...

Food Service Associate

Penn Medicine

West Chester, PA

Responsible for patient meal service on assigned units, such as menu distribution and order acquisition, tray assembly, tray delivery and pick up. Works with the Nursing Department to assess patients' dietary needs, and communicat...

PartnerUp Program - Environmental Services Associate (Housekeeping) - Sign on Bonus Eligible

Highmark Health

Pittsburgh, PA

Performs timely patient room cleaning and provides cleaning support to the various departments; cleans daily in all areas including discharge cleaning, patient room cleaning, cycle cleaning, office cleaning and all ancillary area...

Seasonal Merchandising Service Associate - Weekends Preferred

Lowe's

Montgomeryville, PA

Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product...

Food Service Associate - (12 - 20 hrs / wk)

Ikea

Pittsburgh, PA

$16.90 - $24.10 an hour

Preparing and presenting hot and cold IKEA Food menu items to operational standards. Understanding and complying with local food safety regulations and HACCP protocols. Providing excellent service to customers in the retail restau...

Receptionist/Client Services

Enders

Millersville, PA

$16 - $20 an hour

Answer and direct phone calls with professionalism and urgency, setting a warm, positive tone for our clients' interactions with us. Greet and assist visitors arriving in the office, referring them to the appropriate person or dep...

PT Service Associate - 6501

The Giant Company

Ephrata, PA

$22.1K - $27.9K a year

Promptly, at the start of the shift, the employee will review the work schedule, check the equipment and supplies required to perform the work scheduled, comply with Personal Protective Equipment (PPE) requirements, and otherwise...

Client Service Representative

Animal Medical Center

Collegeville, PA

Answers telephone calls quickly, efficiently and in a professional and friendly manner. Warmly greets clients and provide exceptional service. Entering new client information into the computer system. Scheduling appointments for e...

Service Delivery Associate (Document Processing)

Sps North America, Inc

Pittsburgh, PA

Provides 5-star customer service to all employees (in all forms of communication). Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. Manages outgoing mail/package transaction...

Food Service Associate/Casual

Highmark Health

Penn, PA

Utilizes proper food handling, portioning and food storage techniques according to departmental standards/policies and regulatory guidelines. Maintains, assembles and stocks adequate levels of food items, products and supplies. (2...

Client Associate

Brown Brothers Harriman & Co.

Philadelphia, PA

Coordinate with RM's to ensure that the day-to-day administrative activities of the client base's needs are met to the Family Office's standards. Ensure no call or communication goes unaddressed. Build trust & credibility with cli...

Customer Service Associate

Three Rivers Optical

Pittsburgh, PA

$32.7K - $41.4K a year

Respond to all customer inquiries and requests in a timely manner; address any customer needs with timely follow-up. Use internal CRM database systems for all customers to document inquiries, requests, resolutions and follow up ta...