Top 350 Client associate Jobs in Washington, Pa

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 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
8d
Associate, Client Performance
The Bank of New York Mellon Corporation —Pittsburgh, PA
- Full-time
- Research
- Office
- Bachelor's degree
Client Associate/Registered Client Associate
Royal Bank of Canada —Pittsburgh, PA
- Full-time
- Sales
- Research
- Office
2d
Associate, Client Processing I
The Bank of New York Mellon Corporation —Pittsburgh, PA
- Full-time
- Research
- Office
- Bachelor's degree
Client Operations Associate
BNY Mellon —Pittsburgh, PA
- $18 - $24 an hour
- Contract
- Microsoft Outlook
- Research
- Office
- Health insurance
- Dental insurance
Client Service Associate
Waldron Private Wealth —Bridgeville, PA
- Full-time
- Research
- Office
- Finance
Quick Apply
CLIENT SERVICE ASSOCIATE
ZAP Solutions —Pittsburgh, PA
- Full-time
- Mid-level
- Windows
- Microsoft Office
Associate, Client Processing I - Conventional Debt
The Bank of New York Mellon Corporation —Pittsburgh, PA
- Full-time
- Writing skills
- Research
- Office
Fan & Program Development Associate
Pittsburgh Steelers —Pittsburgh, PA
- Weekends as needed
- Research
- Assembly
- University
3d
Wealth Management Client Associate
Bank of America —Upper Saint Clair, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
4d
Client Account Associate (Accountant)
Supporting Strategies —Pittsburgh, PA
- $90,000 a year
- Remote
- 5 years
- Finance
- Bachelor's degree
- Work from home
8d
Registered Client Service Associate-Washington DC
Raymond James Financial, Inc. —Washington, PA
- $55,000 - $80,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Relationship and Operations Associate
Carson Group —Pittsburgh, PA
- $55,000 - $67,500 a year
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- AD&D insurance
Part-Time Associate Veterinarian - Pittsburgh, PA
IndeVets —Pittsburgh, PA
- Part-time
- Surgery
- 1 year
- Communication skills
- Paid holidays
- 401(k)
Full-Time Associate Veterinarian - Pittsburgh, PA
IndeVets —Pittsburgh, PA
- Full-time
- Surgery
- 1 year
- Communication skills
- Continuing education credits
- Paid parental leave
Luxury Automotive Sales Associate-Mercedes-Benz of Washington, PA
Mercedes Benz of Washington, PA —Washington, PA
- Weekends as needed
- Background check
- Dealership
- 3 years
- Health insurance
- Dental insurance
Quick Apply
1d
Client Executive
Team Wireless - Verizon Authorized Retailer —Pittsburgh, PA
- Spanish
- English
- Research
Quick Apply
Pittsburgh: Consumer Protection/Class Action Associate
POINT LEGAL LLC —Pittsburgh, PA
- $70,000 - $105,000 a year
- Full-time
- Writing skills
- Employment & labor law
- 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

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client associate jobs near washington, pa

Client Service Associate

Confluence Financial Partners
Canonsburg, PA

Quick Apply

Job Details

Full-time
From $55,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Microsoft Excel
Finance
Customer service
Microsoft Office
Bachelor's degree
Customer relationship management
Financial services

Full Job Description

Client Service Associate

About Confluence Financial Partners

At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond. We leverage our resources to make an impact in the communities we serve via individual wealth management, insurance offerings, and 401(k) management for businesses.

Reports To
Chief Operating Officer

Job Overview

The Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. The main role is to assist clients by answering inquiries, preparing client paperwork, scheduling meetings and contacting clients with information regarding their investment accounts. The successful candidate will embrace the Core Values of Confluence Financial Partners: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful. If you’re ready to advance your career on a team that’s dedicated to growing and improving on a daily basis, then a position with Confluence might be a great fit for you!

Responsibilities and Duties

Function as an assistant to the advisor(s) assigned by the firm
Assist clients with requests related to account and money management
Contact clients via electronic means, written correspondence, or telephone
Update, maintain and/or access client accounts, transactions or documents
Ensure all necessary paperwork has been received by client and provide explanation on proper completion of documents.
Arrange internal pre-meetings, and client meetings for advisors
Prepare reports or materials
Maintain client and firm records
Other duties as assigned

Qualifications

Bachelor’s degree
Prior experience in a financial institution preferred
Proficient in Microsoft Office Suite programs, especially Excel
Proven track record analyzing data and interpreting results
Demonstrated understanding of financial markets and trends is a plus
Exemplary track record of customer service

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Paid time off
Tuition reimbursement
Vision insurance

Schedule:

Monday to Friday

Education:

Bachelor's (Required)

Experience:

Financial Services: 1 year (Required)
Customer service: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in washington, pa

Client Service Associate

Client Success Associate - Remote

Associate, Client Performance

Client Associate/Registered Client Associate

Associate, Client Processing I

Client Operations Associate

Client Service Associate

CLIENT SERVICE ASSOCIATE

Associate, Client Processing I - Conventional Debt

Fan & Program Development Associate

Wealth Management Client Associate

Client Account Associate (Accountant)

Registered Client Service Associate-Washington DC

Relationship and Operations Associate

Part-Time Associate Veterinarian - Pittsburgh, PA

Full-Time Associate Veterinarian - Pittsburgh, PA

Luxury Automotive Sales Associate-Mercedes-Benz of Washington, PA

Client Executive

Pittsburgh: Consumer Protection/Class Action Associate

Associate Veterinarian

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