Top 477 Client associate Jobs in Monroeville, Pa

Client Service Associate
YTS Wealth Management, LLC —Export, PA
- $60,000 - $65,000 a year
- Weekends as needed
- Background check
- Customer service
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
5d
Client Intake - Receptionist
Confidential —Pittsburgh, PA
- $18 - $20 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Sebring & Associates —Monroeville, PA
- $80,000 - $110,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Paid time off
Quick Apply
Associate Attorney - (2+ years experience)
Confidential —Pittsburgh, PA
- $65,000 - $85,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
ISO Local Counsel in PA to Associate for On-going Docket of Premises Liability Cases.
Rusco Law —Pennsylvania
- $75 an hour
- Contract
- Remote
- 5 years
- Writing skills
- Administrative experience
Quick Apply
2d
Associate Veterinarian - Pittsburgh, PA
River Valley Veterinary Hospital —Pittsburgh, PA
- Communication skills
- Entry level
- Continuing education credits
- Paid holidays
Associate Attorney- Relocation Required
Parnall Law —Pittsburgh, PA
- $200,000 - $400,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- Paid holidays
- Disability insurance
Quick Apply
Insurance Account Development Associate (copy4)
Farmers Insurance Agency —Warrendale, PA
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Associate Veterinarian
New Stanton Veterinary Service —New Stanton, PA
- $115,000 - $150,000 a year
- Full-time
- Surgery
- Driver's License
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
Direct Sales Associate
Trinity Solar —Monroeville, PA
- $100,000 - $250,000 a year
- No experience needed
- Driver's License
- Reliable transportation
- Paid training
- Health insurance
Quick Apply
6d
Veterinary Technician
Lawrenceville Veterinary Clinic —Pittsburgh, PA
- $19 - $24 an hour
- Full-time
- Background check
- Private practice
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Allegheny Veterinary Associates —Pittsburgh, PA
- 10 hour shift
- No experience needed
- Surgery
- Communication skills
- Continuing education credits
- Paid parental leave
4d
Associate Wealth Advisor
TPM Placement —Pittsburgh, PA
- $75,000 - $88,000 a year
- Full-time
- Background check
- CPA
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - Estate & Trust Litigation
Career Legal —Pittsburgh, PA
- $120,133.45 - $150,483.29 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Medicare Compliance Associate
Dickie, McCamey & Chilcote —Pittsburgh, PA
- Full-time
- Hybrid work
- Computer literacy
- Basic math
- Mid-level
- Health savings account
- Health insurance
Quick Apply
1d
Client Service Associate
Confluence Financial Partners —Canonsburg, PA
- From $55,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Senior Associate, International Tax (NYM)
KPMG —Pittsburgh, PA
- Full-time
- Management
- Writing skills
- Research
- Disability insurance
- Health insurance
Associate Veterinarian
PetVet365 —Bridgeville, PA
- Part-time
- Mid-level
- Medical-surgical
- Communication skills
- Continuing education credits
- Health insurance
Quick Apply
Associate Veterinarian
PetVet365 —Cranberry Township, PA
- Part-time
- Mid-level
- Medical-surgical
- Communication skills
- Continuing education credits
- Health insurance
Quick Apply
Client Executive
Team Wireless - Verizon Authorized Retailer —Pittsburgh, PA
- Spanish
- English
- Research
Quick Apply

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client associate jobs near monroeville, pa

Client Service Associate

YTS Wealth Management, LLC -
Export, PA

Quick Apply

Job Details

Full-time
$60,000 - $65,000 a year
5 days ago

Benefits

Travel reimbursement
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Series 6
Customer service
Microsoft Office
Series 7
Bachelor's degree
Securities Industry Essentials
Series 63

Full Job Description

Join a Rapidly Growing National Wealth Management Firm

YTS Wealth Management is a rapidly growing, family-oriented firm built on collaboration, positivity, and professional development.

Founded in 2019, YTS has grown from $85 million in assets under management with just four team members to over $1.7 billion in AUM and 40+ employees across multiple locations. Our success is driven by exceptional client service, a strong team culture, and a commitment to investing in our people.

We are seeking a professional, organized, and client-focused Client Service Associate to be the welcoming face of our Export office and play a key role in daily operations.

Key Responsibilities:

Manage document handling through scanning, emailing, faxing, and e-filing.
Perform data entry with accuracy and attention to detail.
Facilitate the opening of new accounts and associated processes.
Process and address account service requests promptly and efficiently.
Answer client phone calls and provide professional support as needed.
Utilize Microsoft Office Suite, Wealth Box CRM, and Monday.com for daily tasks and project management.
Travel periodically to new office locations to support development initiatives.
Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
Complete additional tasks and projects as assigned.

Essential Skills for Success:

Represent our core values.
Strong ability to multitask in a dynamic environment.
Exceptional communication skills, both verbal and written.
Effective time management to ensure deadlines are met.
Self-motivated with a proactive approach to tasks.
Uphold professionalism and a consistently positive attitude.
Collaborative team player with strong interpersonal skills.
Quick-thinking and resourceful in solving problems.

Growth Opportunities:

Engage in our community outreach events for networking and charities.
Build relationships through direct client and advisor interactions.
Work independently or collaborate with teams on a variety of projects.
Access paid and reimbursed continuing education opportunities.
Enjoy uncapped earning potential and career advancement.

Starting salary ranges from $60,000 - $70,000 per year. Relevant experience includes:

Working with data entry, numbers, sensitive and confidential information
Having relevant office experience
Directly working in the financial services industry
Experience working with our Broker Dealer, LPL Financial
Education in finance, having financial certifications, and/or securities licenses

Benefits Effective Upon Hire:

9 Full paid holidays (if falling during Mon-Fri)
Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
Reimbursed travel expenses

Benefits (Effective upon completing 30-day initial training period):

10 days of Paid Time Off
401(k) dollar for dollar match up to 4%
Maternity and Paternity leave
Medical - Dental - Vision - HRA - Life Insurance

Observed Holiday's with Full Pay:

New Year's Day
Good Friday
Memorial Day
Independence Day
Thanksgiving Day
Day after Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve

Candidates must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.

Job Type: Full-time

Schedule:

Monday to Friday
Daylight shift
Candidates should be open to some evening and weekend hours for networking opportunities, client appreciation events, and to support team initiatives.

Education:

Bachelor's (Required)

Experience:

Customer service: 2 years (Required)

Ability to Relocate:

Export, PA 15632: Relocate before starting work (Required)
Relocation expenses are not reimbursed
Commute expenses are not reimbursed

Work Location: Full-time In person. Hybrid positions are not available.

Legal & Compliance Disclosures

Equal Employment Opportunity (EEO): We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At-Will Employment: Employment with YTS Wealth Management is at-will. Either the employee or the company may terminate employment at any time, with or without cause or notice, unless otherwise specified by law.
Background / Drug Screening: Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting.
This job description is not intended to be all-inclusive. Employees may perform other duties as assigned to meet business needs.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

License/Certification:

Securities Industry Essentials (Preferred)
Series 7 (Preferred)
Series 63 (Preferred)
Series 6 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in monroeville, pa

Client Service Associate

Client Intake - Receptionist

Associate Attorney

Associate Attorney - (2+ years experience)

ISO Local Counsel in PA to Associate for On-going Docket of Premises Liability Cases.

Associate Veterinarian - Pittsburgh, PA

Associate Attorney- Relocation Required

Insurance Account Development Associate (copy4)

Associate Veterinarian

Direct Sales Associate

Veterinary Technician

Associate Veterinarian

Associate Wealth Advisor

Associate Attorney - Estate & Trust Litigation

Medicare Compliance Associate

Client Service Associate

Senior Associate, International Tax (NYM)

Associate Veterinarian

Associate Veterinarian

Client Executive

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