- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Raymond James Financial, Inc. (Conshohocken, PA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Devon, PA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Raymond James Financial, Inc. (Monroeville, PA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... basis + Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and competing priorities daily in pursuit of… more
- Kestra Financial (Sewickley, PA)
- …of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- JPMorgan Chase (Philadelphia, PA)
- …skills to thrive in a dynamic environment and drive customer-centric strategies. As a Client Service Account Manager in Healthcare Payments, you play a crucial ... strategic and operational business activities. + Develop strong relationships with client leads and executives/C-suite. + Support revenue growth through business… more
- Banfield Pet Hospital (Tarentum, PA)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. + ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… more
- Banfield Pet Hospital (Tarentum, PA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Deloitte (Philadelphia, PA)
- …risk management aimed at ensuring the smooth operation and successful client service delivery. As an AML Project Associate Senior Consultant, you will have ... Anti Money Laundering (AML) Project Associate (Senior Consultant) The Opportunity Do you have...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- WTW (Philadelphia, PA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Context Travel (Philadelphia, PA)
- Senior Client Associate , UK, Ireland, Iberia, Americas ABOUT CONTEXT Context is a global day tour operator that connects intellectually curious travelers with ... been backed by growth equity since 2017. ROLE: Senior Client Associate , UK, Ireland, Iberia, Americas LOCATION:...service to our clients + Build and track client requests for non-Context products to support Client… more
- Bank of America (Yardley, PA)
- Registered Wealth Management Client Associate Yardley, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Cognizant (Philadelphia, PA)
- **Life Sciences Client Lead ( Associate Director)** **Location:** **Philadelphia, PA area or central New Jersey area** **Overview** The **Life Sciences Client ... Solutions is currently seeking a highly skilled **Life Sciences Client Lead ( Associate Director)** who will be...portfolio by 10% in 2025. * Spearhead internal teams ( Service Lines, Solutions, Delivery) to develop and lead strategy,… more
- Wells Fargo (Sewickley, PA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Client Associate role to anticipate and proactively… more
- Norstella (Harrisburg, PA)
- Associate Client Solutions Manager, Skipta Company: Citeline Location: Remote, United States Date Posted: Apr 22, 2025 Employment Type: Full Time Job ID: R-1098 ... Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to...of such programs, with a focus on superior customer service + Workclosely with senior team members to learn… more
- Bank of America (Pittsburgh, PA)
- Registered Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** **Merrill Wealth Management is a leading provider of comprehensive ... focused and effective.** **Job Description:** **This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).… more
- Bank of America (Pittsburgh, PA)
- Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Pittsburgh, PA)
- Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- PNC (Philadelphia, PA)
- …of the market, interest rates and other contributing factors. + Serves as client service representative for Portfolio Management team for select clients ... valued and have an opportunity to contribute to the company's success. As a Client Portfolio Associate within the PNC Asset Management Group's Fixed Income… more