As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
Quick apply
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
Client Service Associate
Bridgeville, PA ยท On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Client Service Associate
Bridgeville, PA ยท On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Client Service Associate
Bridgeville, PA ยท On-site
$13.75 - $19/hr
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Quick apply
Client Service Associate
Bridgeville, PA ยท On-site
$13.75 - $19/hr
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Client Service Associate
Pittsburgh, PA ยท Hybrid
$55K - $60K/yr
The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client ...
Client Service Associate
Pittsburgh, PA ยท Hybrid
$55K - $60K/yr
The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client ...
Client Service Associate
Pittsburgh, PA ยท Hybrid
$55K - $60K/yr
The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client ...
Client Service Associate
Pittsburgh, PA ยท Hybrid
$55K - $60K/yr
The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client ...
Client Service Associate
Royersford, PA ยท On-site
$55K - $65K/yr
Our experienced advisory team is seeking a service minded Client Service Associate. This position plays a vital role in supporting both the advisory team and the firm's clients, including ...
Client Service Associate
Royersford, PA ยท On-site
$55K - $65K/yr
Our experienced advisory team is seeking a service minded Client Service Associate. This position plays a vital role in supporting both the advisory team and the firm's clients, including ...
Client Service Associate
Pittsburgh, PA ยท On-site
$14 - $19.50/hr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Client Service Associate
Pittsburgh, PA ยท On-site
$14 - $19.50/hr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Client Service Associate
Pittsburgh, PA ยท On-site
$55K - $60K/yr
The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client ...
Client Service Associate
Pittsburgh, PA ยท On-site
$55K - $60K/yr
The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client ...
Client Service Associate
Dunmore, PA ยท On-site
$12/hr
The Seasonal Client Service Associate supports the district with a variety of duties to include greeting clients, scheduling appointments, marketing to local businesses, and tech set-up. The position ...
Client Service Associate
Dunmore, PA ยท On-site
$12/hr
The Seasonal Client Service Associate supports the district with a variety of duties to include greeting clients, scheduling appointments, marketing to local businesses, and tech set-up. The position ...
Client Service Associate
Pittsburgh, PA ยท On-site
$14 - $19.50/hr
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
New
Client Service Associate
Pittsburgh, PA ยท On-site
$14 - $19.50/hr
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
New
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
New
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
New
Client Service Associate
Butler, PA ยท On-site
$50K - $62K/yr
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 ...
Client Service Associate
Butler, PA ยท On-site
$50K - $62K/yr
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 ...
Client Service Associate
Pittsburgh, PA ยท On-site
$14 - $19.50/hr
As a Client Service Associate within PNC's Private Bank organization, you will be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...
Client Service Associate
Pittsburgh, PA ยท On-site
$14 - $19.50/hr
As a Client Service Associate within PNC's Private Bank organization, you will be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
New
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
New
Client Service Associate
Butler, PA ยท On-site
$50K - $62K/yr
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 ...
Quick apply
Client Service Associate
Butler, PA ยท On-site
$50K - $62K/yr
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 ...
Client Service Associate
Butler, PA ยท On-site
$50K - $62K/yr
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 ...
Client Service Associate
Butler, PA ยท On-site
$50K - $62K/yr
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 ...
Client Service Associate
Media, PA ยท On-site
$14.50 - $20/hr
Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...
Client Service Associate
Media, PA ยท On-site
$14.50 - $20/hr
Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...
Client Service Associate
Pittsburgh, PA ยท On-site
$14 - $19.50/hr
As a Client Service Associate within PNC's Private Bank organization, you will be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...
Client Service Associate
Pittsburgh, PA ยท On-site
$14 - $19.50/hr
As a Client Service Associate within PNC's Private Bank organization, you will be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...
Client Service Associate Entry Level information
Is a customer service associate a good first job?
What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?
| Aspect | Client Service Associate Entry Level | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degree | High school diploma or equivalent; relevant certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Various industries including tech, retail, telecom |
| Employer & Industry Usage | Commonly used in banking and finance sectors | Widespread across multiple customer-facing industries |
| Search & Comparison Intent | Often compared for entry-level client-facing roles in finance | Compared for customer support roles across industries |
In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.
Can an associate be entry level?
What jobs pay 4000 a week without a degree?
What is the career path for a client service associate?

Full-time
Medical, Dental, Vision, Retirement
Re-posted 15 days ago
Job description
Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team. In this comprehensive role, you will serve as a crucial liaison between our clients and financial advisors, ensuring exceptional service and client satisfaction.
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries with professionalism and efficiency. Your ability to build relationships, combined with a strong understanding of our clients' needs, will play a pivotal role in enhancing their experience with our firm. If you are looking to advance your career in the financial industry while supporting clients in achieving their financial goals, we encourage you to apply!
Requirements
ย ย ย ย ย ย Previous experience in a client service or financial advisory role is highly preferred.
ย ย ย ย ย ย Exceptional interpersonal and communication skills, both verbal and written.
ย ย ย ย ย ย Proven ability to manage multiple tasks efficiently while maintaining attention to detail.
ย ย ย ย ย ย Strong proficiency in Microsoft Office Suite and CRM software, particularly Redtail.
ย ย ย ย ย ย Ability to pass a criminal and financial background check.
Roles/Duties:
ย ย ย ย ย ย Act as the primary point of contact for clients, responding to inquiries and providing information about their accounts.
ย ย ย ย ย ย Support financial advisors by preparing reports, processing account transactions, and maintaining compliance documentation.
ย ย ย ย ย ย Build and maintain strong relationships with clients to ensure their needs are addressed promptly and accurately.
ย ย ย ย ย ย Assist clients with account openings, transfers, and related activities.
ย ย ย ย ย ย Maintain accurate and up-to-date client records within Redtail CRM and imaging systems.
ย ย ย ย ย ย Ensure confidentiality and security of client information as per company policies and industry regulations.
ย ย ย ย ย ย Help organize client events and marketing initiatives to enhance client engagement.
ย ย ย ย ย ย Participate in process improvements to enhance operational efficiency and client service.
ย ย ย ย ย ย Other duties as assigned.
This position offers pathways for advancement within our firm, including opportunities to progress to advisory roles based on performance and licensure.
Benefits
- Medical, Dental, Vision Insurance
- 401K Match
- Opportunities for professional growth and career advancement
About Smoker & Company
Sourced by ZipRecruiter
Industry
Accounting services
Company size
51 - 200 Employees
Headquarters location
Leola, PA, US
Year founded
1982