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Registered Client Service Associate jobs in Pennsylvania

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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 3 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...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Senior Registered Private Client Associate - Bethlehem, PA

Janney Montgomery Scott Llc

Bethlehem, PA

$48.5K - $61.4K a year

Customer Service Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments. Communication Providing excellent telephon...

a month ago seen See more...

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...

a month ago seen See more...

Registered Private Client Associate - Philadelphia, PA

Janney Montgomery Scott Llc

Philadelphia, PA

$47.3K - $59.9K a year

Customer Service Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments. Communication Providing excellent telephon...

2 months ago seen See more...

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