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Associate Client Advisor Jobs in Pennsylvania (NOW HIRING)

Citadel

Registered Client Associate

West Chester, PA · On-site

As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... Advisors to enhance and grow their business. You will help develop and maintain client ...

janney

The Registered Private Client Associate (RPCA) - Branch Support Specialist serves as a centralized ... Adaptability - Quickly adjusts to different branch environments, advisor practices, technologies ...

janney

The Registered Private Client Associate (RPCA) - Branch Support Specialist serves as a centralized ... Adaptability - Quickly adjusts to different branch environments, advisor practices, technologies ...

Fnbcorp

Associate Financial Advisor

Greensburg, PA · On-site

Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior Financial Advisor Position ... Identifies additional cross-sell opportunities within client's portfolio. Utilizes financial ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Pennsylvania

Associate Client Advisor information

See Pennsylvania salary details

$12

$25

$45

How much do associate client advisor jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate client advisor in Pennsylvania is $26.00, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $29.86 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $54,071 per year, or $26 per hour.

Client Service Associate-HYBRID

Allegheny Financial Group

Pittsburgh, PA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Job Type
Full-time
Description
We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.
This role will enjoy a hybrid schedule but will spend more time in the Pittsburgh, Pennsylvania office during the orientation and training period. Once fully trained this position will spend one day a week in the office. This position reports to the Client Service Manager.
As a Client Service Associate, no two days look the same, but most will include a mix of the following:

  • Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-mail, and written correspondence.
  • Act as the liaison between the clients, advisors, and mutual fund companies. Performs transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement.
  • Support and collaborate with financial advisors for daily client meetings and calendar activities.
  • Master essential trading and money movement processes and procedures.
  • Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.
  • Maintains CRM database - from entering new client data through confirming account closure procedures.
  • Utilize eMoney financial planning software to update client portal information and generate reports.
  • Assist clients with online access to their client portal, investment accounts and market data.
  • Acquire working knowledge in specialized areas of client administration such as estates and retirement.
Requirements
You might be a great match if you have:
  • Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds.
  • Financial services industry experience is a strong preference.
  • Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience.
  • Advanced user of Microsoft Word, Excel and Outlook.
  • Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
  • Strong attention to detail with high level of accuracy, initiative, and follow-through.
  • Self-motivated and responsible with ability to work effectively both independently and as part of a team.
  • Ability to adapt and stay current on software applications, operational procedures, and industry regulations.
  • Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification.
What AFG Offers:
  • A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
  • Generous paid time off program.
  • A best-in-class 401K plan with online planning and reporting tools.
  • Wellness program with additional time off rewards.
  • Easily accessible office with free parking for onsite days.

Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 49 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group

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