Top 12 Client services associate Jobs in Beaver Falls, Pa

Client Service Associate
Bill Good Marketing —Butler, PA
- $50,000 - $62,000 a year
- Full-time
- Office
- Entry level
- Relocation assistance
- Paid time off
Quick Apply
Client Service Associate-HYBRID
Allegheny Financial Group —Pittsburgh, PA
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Free parking
- Wellness program
Overnight Client Service Coordinator
BluePearl Vet, LLC —Pittsburgh, PA
- $18.00 - $26.25 an hour
- Overnight shift
- US work authorization
- Entry level
- Pet insurance
Private Client Associate - New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Quick Apply
Client Specialist
Robert W. Baird —Wexford, PA
- Microsoft Excel
- Mid-level
- Office
11d
Private Client Associate - Wexford, PA
Janney Montgomery Scott LLC —Sewickley, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Quick Apply
Client Relationship Officer - Commercial Admin Total Bank
WesBanco Bank, Inc. —Wexford, PA
- Computer literacy
- Research
- Mid-level
Tax Senior Associate - Private Client Services (PCS)
Hill, Barth & King LLC —Warrendale, PA
- Full-time
- Management
- CPA
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply
Client Services Representative (Temporary)
Baker Tilly Vantagen, LLC —New Castle, PA
- $15.97 - $41.00 an hour
- Full-time
- HIPAA
- High school diploma or GED
- Associate's degree
Quick Apply
9d

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Client Relations Associate
Confidential —Westerville, OH
Up to 1 year of experience in client-facing sales, customer service, or a related field. Initiate and develop relationships with prospective clients through…
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Client Success Associate
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Valid driver’s license and appropriate auto insurance as dictated by state requirements. Help develop and execute customer success plans tailored to each…
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Client Service Associate

Bill Good Marketing
Butler, PA

Quick Apply

Job Details

Full-time
$50,000 - $62,000 a year

Benefits

Relocation assistance
Paid time off
401(k) 5% Match
401(k) matching

Qualifications

Account maintenance
Bank transfers
Money transfers
Technical Proficiency

Full Job Description

If you thrive in a busy, people-first environment and you're looking for a role where no two days are the same, this might be exactly what you've been waiting for.

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving clients since 1991. We've grown to nearly 1,000 clients and $262 million in assets under management, and we're still growing. We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door.

This is not a quiet desk job. Our office is busy, our team is close-knit, and the work moves fast. If you love being at the center of it all and find real satisfaction in getting things done, you'll fit right in.

What You'll Do

You'll be the operational backbone of our client service team. Day to day, that means:

Processing client service requests from start to finish: account paperwork, RMDs, money movement, transfers, and follow-ups
Managing appointments and calendar coordination across the team
Communicating with clients and keeping them informed on the status of their requests
Protecting advisor time by managing incoming tasks and filtering interruptions
Participating in brief daily team check-ins to keep everyone aligned across the office
Working inside our CRM-based workflow system, which is built to train you as you go

As you settle in, there's real room to grow. Depending on your background and goals, this role can expand into full operations management or, if you're licensed, into a Service Advisor role working directly with clients on their financial plans.

How to Apply

Apply through this posting and include a resume. We'll be in touch quickly for candidates who look like a strong fit. The process includes a phone screen, a skills and personality assessment, and a shadow day so you can see exactly what you're walking into before you commit.

Requirements

What We're Looking For

Must-haves:

Financial services experience; you should already know the language (RMDs, ACATs, transfers, account paperwork) without needing it explained from scratch
Strong task management skills; you can handle a high volume of work and know how to prioritize when everything feels urgent
Patience and composure in a fast-paced, frequently interrupted environment
Tech comfort; you don't need experience with our specific systems, but you need to learn new tools quickly and without stress
In-person availability; this role is based in our Butler, PA office, Monday through Friday

Nice to have:

Experience at a broker-dealer, RIA, or independent advisory firm
Active securities licenses (Series 7 or 65), or willingness to obtain them
CRM experience (any platform)

A note on culture: We're a faith-based team. Meetings often open or close with prayer. Caring for our clients and each other is built into how we operate. You don't have to share our faith, but you do need to be comfortable in that environment.

Benefits

What You Get

Salary: $50,000-$62,000 to start, willing to go higher for the right candidate
401(k) with 5% employer match
$350/month health insurance stipend
PTO and all federal holidays
Relocation assistance available for the right out-of-area candidate
A team that genuinely looks out for each other, events that are genuinely fun (think hot air balloons and murder mystery dinners), and the kind of work culture that's hard to leave

Pay: $50,000.00 - $62,000.00 per year

Quick Apply

Refine Your Search

client services associate jobs in beaver falls, pa

Client Service Associate

Client Service Associate-HYBRID

Overnight Client Service Coordinator

Private Client Associate - New Castle, PA

Client Specialist

Private Client Associate - Wexford, PA

Client Relationship Officer - Commercial Admin Total Bank

Tax Senior Associate - Private Client Services (PCS)

Client Services Representative (Temporary)

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