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Client Associate Jobs in Erie, PA (NOW HIRING)

Home Instead

Client Care Coordinator

Erie, PA · On-site

$17 - $19.25/hr

... Client Care Coordinator to join our team in Erie, PA. This is primarily an in-office, daytime ... For more than 22 years, Cunningham Caring & Associates, Inc. d/b/a Home Instead has proudly served ...

H&R Block

Tax Associate

Erie, PA · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Girard, PA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Waterford, PA · On-site

$44K - $58K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Erie, PA · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Albion, PA · On-site

$49K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Erie, PA · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Erie, PA · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Edinboro, PA · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

J.L. Nick & Associates

Front Desk Associate

Erie, PA · On-site

$13.50 - $17.50/hr

Front Desk Associate Our client, the Multi-cultural Health Evaluation Delivery System, an organization who values Flexible, Ethical, Positive Communicators, Culturally Competent, Productive, and Team ...

J. L. Nick & Associates, Inc.

Front Desk Associate

Erie, PA · On-site

$13.50 - $17.50/hr

Front Desk Associate Our client, the Multi-cultural Health Evaluation Delivery System, an organization who values Flexible, Ethical, Positive Communicators, Culturally Competent, Productive, and Team ...

ERIEBANK

ERIEBANK, Universal Associate, Full Time

Erie, PA · On-site

$15.25 - $20.50/hr

Client Focus - greet customers warmly, listen attentively and provide tailored financial solutions. * Inclusion - embrace diverse perspectives creating a welcoming environment for all. BEHAVIORS ...

ERIEBANK

ERIEBANK, Universal Associate, Full Time

Erie, PA · On-site

$15 - $24.50/hr

Client Focus - greet customers warmly, listen attentively and provide tailored financial solutions. * Inclusion - embrace diverse perspectives creating a welcoming environment for all. BEHAVIORS ...

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All JobsClient Associate JobsClient Associate Jobs in Erie, PA

Client Associate information

See Erie, PA salary details

$17.9K

$49.4K

$73.1K

How much do client associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client associate in Erie, PA is $49,376.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $60,100.00 per year, depending on experience, location, and employer.

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.

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 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 Erie, PA?

The most popular types of Client jobs in Erie, PA are:

What job categories do people searching Client Associate jobs in Erie, PA look for?

The top searched job categories for Client Associate jobs in Erie, PA are:

What cities near Erie, PA are hiring for Client Associate jobs?

Cities near Erie, PA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Erie, PA as of August 2026, with employment types broken down into 65% Full Time, 30% Part Time, and 5% Contract. Highlights an 100% In-person job distribution, with an average salary of $49,376 per year, or $23.7 per hour.

Account Manager - Client Services

Expivia Interaction Marketing

Erie, PA • Hybrid

$45K - $55K/yr

Full-time

Medical, PTO

Posted 14 days ago

Job description

Account Manager - Client Services

Expivia Interaction Marketing Group, Inc. | Erie, PA | Hybrid (In-Office & Remote)
$45,000-$55,000 per year, based on experience


Expivia Interaction Marketing Group is looking for a talented Client Services Manager to serve as a key connection between our clients and internal operations teams.


This is a hybrid position combining in-office and remote work and is ideal for someone who is an excellent communicator, builds strong professional relationships, and knows how to keep projects, people, and priorities moving forward. You'll work directly with clients while partnering with our leadership, operations, training, and HR teams to ensure expectations are clear, issues are resolved, and our programs are positioned for success.


What You'll Do

  • Serve as a primary point of contact for assigned client accounts
  • Build and maintain strong, professional client relationships that support account retention and growth
  • Lead and participate in regular client meetings and follow-ups
  • Monitor program performance, KPIs, deliverables, and client expectations
  • Coordinate with Operations, Training, HR, and leadership to ensure client needs are met
  • Communicate client feedback, priorities, and concerns to the appropriate teams
  • Assist with new client and program launches
  • Identify potential issues early and drive them through resolution
  • Track action items and ensure commitments are completed
  • Prepare client updates, reports, and performance information as needed
  • Identify opportunities to improve performance, processes, and the overall client experience


What We're Looking For

  • High school diploma or GED required
  • Associate's or bachelor's degree preferred
  • Experience in client services, account management, customer service, operations, or a related field preferred
  • Call center/BPO experience is a plus
  • Excellent written and verbal communication skills
  • Strong organization, follow-through, and attention to detail
  • Ability to confidently communicate with clients and company leadership
  • Strong problem-solving skills and the ability to manage multiple priorities
  • Comfortable reviewing performance data and KPIs
  • Someone who takes ownership and follows through
  • Ability to work effectively in both in-office and remote environments


Compensation & Benefits

$45,000-$55,000 annually, based on experience and qualifications.

  • Hybrid work environment
  • Medical insurance
  • Paid vacation
  • Paid holidays
  • Training and professional development
  • Opportunities for advancement and internal promotion


About Expivia

Expivia Interaction Marketing Group is an Erie-based customer experience and contact center company providing customized support solutions to organizations across a variety of industries. We believe great client relationships are built through communication, accountability, and consistently delivering on our commitments.


If you're looking for an opportunity where you can build relationships, take ownership, and have a direct impact on client and company success, we'd like to hear from you.


Apply today to join the Expivia team.


Expivia Interaction Marketing Group, Inc. is an Equal Opportunity Employer.

Apply