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Account Service Associate Jobs in Pennsylvania (NOW HIRING)

Bosch Group Inc

Customer Service Associate

Phoenixville, PA · On-site

$14.50 - $20.25/hr

Customer Service Associate We are seeking a friendly and dedicated Customer Service Associate (CSA ... and account management * Resolve customer complaints and issues with empathy and efficiency

UBS

Client Service Associate

Pittsburgh, PA · On-site

$13.50 - $18.75/hr

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 services and ...

Metalwest

Customer Service Associate

Wilkes Barre, PA · On-site

$14 - $19.25/hr

Customer Service Associate | Ashley, PA | Straub Metal | Quarterly Incentive Program What you will ... Employee Free Healthcare! * HSA/FSA Accounts * PTO offered IMMEDIATELY * 401K Company Match

RKL

Client Service Associate

Reading, PA · On-site

$60K - $70K/yr

The Client Service Associate performs tasks and duties related to delivering an exceptional client ... account setup and maintenance, meeting preparation and documentation, and investment reporting ...

RKL a dynamic

Client Service Associate

Reading, PA

$60K - $70K/yr

The Client Service Associate performs tasks and duties related to delivering an exceptional client ... account setup and maintenance, meeting preparation and documentation, and investment reporting ...

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Account Service Associate information

See Pennsylvania salary details

$5

$22

$26

How much do account service associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for account service associate in Pennsylvania is $22.13, according to ZipRecruiter salary data. Most workers in this role earn between $21.20 and $25.05 per hour, depending on experience, location, and employer.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What are the duties of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to support account maintenance and service delivery.

What cities in Pennsylvania are hiring for Account Service Associate jobs?

Cities in Pennsylvania with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate Wealth Management

KOB Solutions , Inc.

Wexford, PA • On-site

$13.75 - $19/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Client Service Associate – Financial Planning

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

  • Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.
  • Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.
  • Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will support the Advisors in:

  • Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
  • Preparing meeting presentations using PowerPoint.
  • Inputting information to financial planning and investment analysis software.
  • Managing the CRM program (AdviserEngine)
  • Processing financial account applications on Schwab Advisor Center

Qualifications: To thrive in this role, you should possess the following qualifications:

  • Education: Bachelor's degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
  • Prior experience with financial industry CRM a plus
  • Prior experience with Schwab plus
  • Prior experience with DocuSign a plus
  • Experience: A minimum of 2 years of experience in the financial services and investment advisory industry.
  • Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.
  • Relationship Management: Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.
  • Technical Proficiency: Strong proficiency in MS Excel and financial planning software.
  • Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!

Apply