• Wealth Management Client Associate

    Bank of America (Yardley, PA)
    Wealth Management Client Associate Yardley, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
    Bank of America (08/14/25)
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  • Senior Client Associate

    Wells Fargo (Wayne, PA)
    **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
    Wells Fargo (08/14/25)
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  • Client Service Associate…

    Raymond James Financial, Inc. (Oil City, PA)
    …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more
    Raymond James Financial, Inc. (08/20/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (Devon, PA)
    …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
    Raymond James Financial, Inc. (08/13/25)
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  • Client Relationship Associate

    Vanguard (Malvern, PA)
    …the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" personally ... supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner...the next + Acumen building on our products and services to equip you with the expertise necessary to… more
    Vanguard (06/15/25)
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  • Client Service Associate 2

    Public Consulting Group (Harrisburg, PA)
    …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...This position may report to either a SBS COE Client Success Associate Director or a … more
    Public Consulting Group (08/15/25)
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  • Client Service Associate…

    Kestra Financial (Beaver, PA)
    The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
    Kestra Financial (06/09/25)
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  • Associate Client Advocate

    WTW (Philadelphia, PA)
    …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
    WTW (06/24/25)
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  • Healthcare Payer Client Relationship…

    Cognizant (Philadelphia, PA)
    …Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager ( Associate Director)** who will be responsible ... **Overview** Client Relationship Managers are key contributors to commercial...for further penetrating the account and cross-selling Cognizant's emerging services . . Drive profitable growth of the account relationship.… more
    Cognizant (08/02/25)
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  • Client Happiness Origination…

    Navient (Harrisburg, PA)
    …our mission, read more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager ... of Client Happiness.** **As the Client Happiness Origination Associate , you will:** +...targets. + Passion for helping customers, delivering exceptional customer service , and building long-term client relationships. **Even… more
    Navient (08/20/25)
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