Conshohocken, Pennsylvania, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Investment Concepts, Securities Industry Regulations
Frackville, Pennsylvania, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Branch Leadership, Sales Management, Performance Coaching, Operational Risk Management, Customer Relationship Management
Scranton, Pennsylvania, United States · Remote OK
$150k–$200k/yr
Stop Settling for Average Income If you’re driven, coachable, and ready to get paid based on your effort, this may be the opportunity you’ve been looking for. Meron Financial Agency is expanding in the Houston market and…
Skills: Sales, Client Communication, Life Insurance Consulting, Lead Management, Phone Communication
Pittsburgh, Pennsylvania, United States · Hybrid
About Us WHY PRODRIVEN GLOBAL BRANDS? BECAUSE WE ARE THE PROFESSIONAL’S CHOICE! You will find our market leading products and brands on job sites all over the world. Focusing on end users' needs and delivering exceptiona…
Skills: ERP Financial Modules, General Ledger Accounting, Financial Close Process, Internal Controls, SOX Compliance
West Middlesex, Pennsylvania, United States · Hybrid
About Us WHY PRODRIVEN GLOBAL BRANDS? BECAUSE WE ARE THE PROFESSIONAL’S CHOICE! You will find our market leading products and brands on job sites all over the world. Focusing on end users' needs and delivering exceptiona…
Skills: ERP Financial Modules, General Ledger Oversight, Internal Controls, SOX Compliance, U.S. GAAP
Pennsylvania, United States · Remote Solely
Overview In the Client Success Agent II role, you’ll bring courage into every conversation, empowering clients with the confidence to take control of their financial future. Your compassion and expert guidance will inspi…
Skills: Customer Service, De-escalation, Salesforce, Active Listening, Critical Thinking
Saltsburg, Pennsylvania, United States · On-site
$16/hr–$22/hr
Location: 602 Salt St Saltsburg, PA 15681 Hours: Monday - Thursday 8:30 am - 4:00 pm Friday 8:30 am - 6:00 pm (Must be flexible around branch hours) Function: Operates a customer service window to provide customers with …
Skills: Customer Service, Cash Handling, Transaction Processing, Fraud Prevention, Banking Operations
Monroeville, Pennsylvania, United States · On-site
Primary Office Location:4220 William Penn Highway. Monroeville, Pennsylvania. 15146. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Va…
Skills: Customer Service, Communication, Organization, Analytical Skills, Interpersonal Skills
Harrisburg, Pennsylvania, United States · On-site
Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained …
Skills: Lien Management, Title Processing, Loan Disbursement, Credit Report Review, Member Support
Philadelphia, Pennsylvania, United States · Hybrid
$85k–$95k/yr
Job DetailsLevel: ExperiencedJob Location: Philadelphia Office - Philadelphia, PA 19107Position Type: Full TimeEducation Level: High School Diploma or GEDSalary Range: $85,000.00 - $95,000.00 SalaryTravel Percentage: Non…
Skills: Workers compensation claims, Indemnity claims handling, Medical billing management, Investigation, Compensability determination
Limerick Township, Pennsylvania, United States · On-site
Do you instinctively identify areas for revenue growth and opportunity for improvement? Do you measure your personal success by achievement of financial objectives? Do you naturally draw teams together and motivate them …
Skills: Property Management, Lease Up, Budget Preparation, Customer Service, Negotiation
Ebensburg, Pennsylvania, United States · On-site
$17/hr–$30/hr
Location: 3135 New Germany Rd Suite 45 Ebensburg, PA 15931 Hours: Monday - Thursday: 8:30 am - 5:00 pm Friday: 8:30 am - 6:00 pm Saturday: 9:00 am - 12:00 pm (Must be flexible around branch hours) Function: Responsible f…
Skills: Customer Service, Sales, Cash Handling, Fraud Prevention, Loan Processing
Pittsburgh, Pennsylvania, United States · Hybrid
UPMC Health Plan is hiring a full-time Producer Support Representative to join the Producer Support Representative. This is a hybrid role, with three in-office days each week - Monday, Wednesday and Thursday - at UPMC’s …
Skills: Small Group Quoting, Enrollment Management, Customer Service, CRM Accuracy, Microsoft Office
Pittsburgh, Pennsylvania, United States · Hybrid
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem:…
Skills: Client Service, Claims Management, Insurance Renewals, Risk Management, Mentoring
Philadelphia, Pennsylvania, United States · On-site
$75k–$147k/yr
Job Summary: The Tax Experienced Senior, Business Incentives Group is primarily responsible for executing project tasks to identify, document, and support on exam BIG tax credits and incentives. In this role, the Tax Exp…
Skills: Tax Research, Tax Compliance, Tax Consulting, Tax Controversy, Financial Analysis
Bethlehem, Pennsylvania, United States · On-site
Description NOW HIRING IN BETHLEHEM, PA! Property Management, Inc. (PMI) has a rare opportunity for a motivated individual looking to join a growing company as an employee owner. PMI manages over $4 billion of real estat…
Skills: Property Management, Affordable Housing, Section 8 Leasing, Staff Management, Budget Oversight
South Abington Township, Pennsylvania, United States · Hybrid
Description General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financia…
Skills: Customer Service, Financial Counseling, Branch Operations, Relationship Management, Consumer Loans
State College, Pennsylvania, United States · On-site
$50k–$65k/yr
Client Service Associate Full-Time | In-Person | State College, PA Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, a…
Skills: Client Service, Administrative Support, Financial Documentation, Calendar Management, Office Operations
Pittsburgh, Pennsylvania, United States · On-site
$69k–$98k/yr
Job Description The Payroll Partner will be responsible for the accurate and timely payroll processing, submission, reporting, and auditing for salary and hourly employees while ensuring compliance with company policies …
Skills: Payroll Processing, Multi-state Payroll Tax, Workday Payroll, UKG Pro WFM, Workday Time
Littlestown, Pennsylvania, United States · On-site
Join Our Team as a Community Banking Associate in Littlestown at ACNB Bank! Are you passionate about building relationships and finding solutions for customers? Do you thrive in a dynamic and community-focused environmen…
Skills: Customer Service, Cash Handling, Interpersonal Relations, Communication Skills, Attention To Detail
Conshohocken, Pennsylvania, United States • On-site
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Provides critical administrative support to Financial Advisors and their clients, serving as the primary point of contact for inquiries and scheduling. Manages account onboarding, asset transfers, portfolio rebalancing, and the maintenance of client records via CRM software.
Requires a high school diploma and preferred experience in the securities industry. Must hold or be able to obtain SIE, Series 7, and state-required licenses such as Series 63, 65, or 66.
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
Reviews, assesses and responds to all corporate action items and client account alerts.
Prepares financial reports, spreadsheets and other materials for client meetings.
Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Performs other duties and responsibilities as assigned.
Company’s working structure, policies, mission, and strategies.
Managed account platforms.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.
Client Relationship Management (CRM) software, or similar contact management software.
Goal planning software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required.
Series 63, 65 and/or 66 as required by state.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-DG1Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
Based on 1549 listings with disclosed salaries, most finance & accounting jobs in Pennsylvania pay between $60k–$170k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 5,738 open finance & accounting positions in Pennsylvania listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include PNC, Vanguard, BNY, First National Bank of Pennsylvania, Truist, among others. Browse the listings above to see every active employer.
Yes — 2092 of the 5738 open finance & accounting positions offer remote or hybrid work (636 remote, 1456 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
