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Client Associate Jobs in Pennsylvania (NOW HIRING)

janney

The Registered Private Client Associate (RPCA) - Branch Support Specialist serves as a centralized resource within the Private Client Group, providing temporary administrative, operational, client ...

janney

The Registered Private Client Associate (RPCA) - Branch Support Specialist serves as a centralized resource within the Private Client Group, providing temporary administrative, operational, client ...

Citizens

Private Wealth, Client Associate

Pittsburgh, PA · On-site

$35 - $44/hr

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

janney

As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Pennsylvania

Client Associate information

See Pennsylvania salary details

$18.5K

$51.1K

$75.7K

How much do client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client associate in Pennsylvania is $51,087.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 and $62,100.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Pennsylvania? The most popular types of Client jobs in Pennsylvania are:
What are popular job titles related to Client Associate jobs in Pennsylvania? For Client Associate jobs in Pennsylvania, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Pennsylvania look for? The top searched job categories for Client Associate jobs in Pennsylvania are:
What cities in Pennsylvania are hiring for Client Associate jobs? Cities in Pennsylvania with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in PA? For Client Associate jobs in PA, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $51,087 per year, or $24.6 per hour.

Registered Private Client Associate, Branch Support Specialist

janney

Hybrid

Other

PTO

Re-posted yesterday

Job description

The Registered Private Client Associate (RPCA) – Branch Support Specialist serves as a centralized resource within the Private Client Group, providing temporary administrative, operational, client service, and sales support to Financial Advisors and branch teams across the firm during planned and unplanned PCA absences.

This role is based at Janney’s Home Office in Philadelphia and is not permanently assigned to a specific branch, Financial Advisor, or team. The Branch Support Specialist must quickly adapt to varying business practices, client service models, and team structures while maintaining a high standard of service, operational accuracy, and regulatory compliance. The individual serves as a business continuity resource, ensuring seamless support for Financial Advisors and clients during staffing transitions, leaves of absence, and other short-term coverage needs.

The successful candidate demonstrates exceptional flexibility, strong problem-solving skills, and the ability to operate independently in unfamiliar environments while building productive relationships with branch associates and home office departments.

What you are good at:

Adaptability – Quickly adjusts to different branch environments, advisor practices, technologies, and client service models while maintaining a high level of effectiveness.

Client Service Excellence – Delivers responsive, professional, and personalized service that supports positive client experiences and strong advisor-client relationships.

Relationship Building – Establishes credibility and productive working relationships with Financial Advisors, branch associates, clients, and home office partners.

Problem Solving – Identifies issues, evaluates options, and implements practical solutions while maintaining compliance and service standards.

Organization and Prioritization – Effectively manages multiple assignments, competing deadlines, and changing priorities in a fast-paced environment.

Regulatory and Operational Excellence – Demonstrates strong attention to detail and consistently follows firm policies, procedures, and regulatory requirements.

What you have:

  • Series 7, 63 and 65, or 66
  • 3 years’ experience as a Private Client Associate
  • Must be able to work a hybrid schedule - three days per week in the Philadelphia, PA office
  • Must be available for ad-hoc travel.
  • High School diploma; Associate’s or Bachelor’s degree preferred
  • Excellent customer service skills
  • Proficient skills in Word, Excel, PowerPoint, and Outlook

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.  Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

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