Top 52 Client services associate Jobs in Munhall, 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
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
Client Services Representative
Baker Tilly Vantagen, LLC —Pittsburgh, PA
- $15.97 - $41.00 an hour
- Full-time
- HIPAA
- Mid-level
- High school diploma or GED
Quick Apply
2d
Client Services Associate
F.N.B. Corp. —Pittsburgh, PA
- Full-time
- Computer literacy
- Research
- Mid-level
Client Success Associate - Remote
Care Options for Kids —Pittsburgh, PA
- $23 - $25 an hour
- Remote
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Client Services Representative (Temporary)
Baker Tilly Vantagen, LLC —Pittsburgh, PA
- $15.97 - $41.00 an hour
- Full-time
- HIPAA
- High school diploma or GED
- Associate's degree
Quick Apply
2d
Client Associate/Registered Client Associate
Royal Bank of Canada —Pittsburgh, PA
- Full-time
- Sales
- Research
- Office
10d
Client Service Associate
Stifel —Pittsburgh, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Associate, Client Performance
The Bank of New York Mellon Corporation —Pittsburgh, PA
- Full-time
- Research
- Office
- Bachelor's degree
Wealth Management Client Associate
Bank of America —Pittsburgh, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
12d
Associate, Client Processing I
The Bank of New York Mellon Corporation —Pittsburgh, PA
- Full-time
- Research
- Office
- Bachelor's degree
Associate, Client Operations Representative I
The Bank of New York Mellon Corporation —Pittsburgh, PA
- Full-time
- Research
- Mid-level
- Office
Client Care Associate
FOREVER INC. —Pittsburgh, PA
- $17 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- 3 years
- Continuous improvement
- Opportunities for advancement
Quick Apply
Associate Client Advocate
WTW —Pittsburgh, PA
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
3d
Client Service Representative
VCA Animal Hospitals —Pittsburgh, PA
- Weekends as needed
- Maintenance
- High school diploma or GED
- 1 year
- Health insurance
- Dental insurance
12d
Client Executive
Team Wireless - Verizon Authorized Retailer —Pittsburgh, PA
- Spanish
- English
- Research
Quick Apply
Client Service Associate-HYBRID
Allegheny Financial Group —Pittsburgh, PA
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Free parking
- Wellness program
11d
Client Specialist
Robert W. Baird —Pittsburgh, PA
- Microsoft Excel
- Mid-level
- Office
Senior Client Solution Specialist
PNC Financial Services Group —Pittsburgh, PA
- Full-time
- Mid-level
- Office
- 4 years
- Wellness program
- Health savings account
Client Services Representative, Fulfillment & Close
Raymond James Financial, Inc. —Pittsburgh, PA
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance

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Client Service Associate

YTS Wealth Management, LLC -
Export, PA

Quick Apply

Job Details

Full-time
$60,000 - $65,000 a year

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 services associate jobs in munhall, pa

Client Service Associate

Client Service Associate

Client Services Representative

Client Services Associate

Client Success Associate - Remote

Client Services Representative (Temporary)

Client Associate/Registered Client Associate

Client Service Associate

Associate, Client Performance

Wealth Management Client Associate

Associate, Client Processing I

Associate, Client Operations Representative I

Client Care Associate

Associate Client Advocate

Client Service Representative

Client Executive

Client Service Associate-HYBRID

Client Specialist

Senior Client Solution Specialist

Client Services Representative, Fulfillment & Close

I want to receive the latest job alert for client services associate in munhall, pa

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