Client Services Associate Salaries in Pennsylvania

Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-…

Experience at a broker-dealer, RIA, or independent advisory firm. Protecting advisor time by managing incoming tasks and filtering interruptions.

$50,000 - $62,000 a year

You will respond to non-patient calls or visitors and connect them to the appropriate team member. You will greet and make friendly eye contact every time our…

$18.00 - $26.25 an hour

Answers all incoming phone calls and handles as appropriate. Drive and execute on the digital and social media strategy for Financial Advisor(s)/team, including…

11 days ago

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.