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Client Associate Jobs in Erie, PA (NOW HIRING)

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Client Service Representative

Erie, PA

$24.04/hr

Create and update client information in the agency business system ... Support requests from internal associates for detailed information and reports * Follow detailed ...

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 ...

Focus Partners Wealth

Tax Associate

Erie, PA · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

InsCipher

Tax Associate

Erie, PA · On-site

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

KOHLS

Part-Time Retail Sales Associate

Erie, PA · On-site

$13.50/hr

Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Pay Starts At: $13.50

Chico's FAS

Sales Associate - Chico's

Erie, PA

$13.50 - $18.50/hr

The Sales Associate is responsible for supporting Management in in promoting a customer and product ... client communication through utilization of customer book. Operational Excellence • Supports ...

Chico's FAS, Inc.

Sales Associate - Chico's

Erie, PA · On-site

$13.50 - $18.50/hr

The Sales Associate is responsible for supporting Management in in promoting a customer and product ... client communication through utilization of customer book. Operational Excellence * Supports ...

Kohl's

Part-Time Retail Sales Associate

Erie, PA · On-site

$13.50/hr

Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Essential Functions The requirements listed ...

Keybank

Financial Wellness Associate

Erie, PA · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in ...

KeyBank

Financial Wellness Associate

Erie, PA · On-site

FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in ...

Decision Associates

Firm Resource Manager

Erie, PA · On-site

On behalf of our client, McGill, Power, Bell & Associates, LLP (MPB) , Decision Associates is seeking a Firm Resource Manager to drive the optimization of staff deployment and scheduling across ...

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Showing results 1-20

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 Jul 23, 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 jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 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 June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Hybrid job distribution, with an average salary of $49,376 per year, or $23.7 per hour.

Merrill Market Client Relationship Manager

BofA Securities

Erie, PA • On-site

Full-time

Retirement

Posted yesterday

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:


This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME).The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

Responsibilities:

  • Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth

  • Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

  • Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit

  • Oversees the client service experience and reviews the approval of new client accounts

  • Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

  • Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Specific responsibilities include, but are not limited to:

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

  • Managing the branch's Wealth Management Client Associates and Service Support Staff

  • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

  • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge

  • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction

  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

  • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

  • Minimum of 5+ years professional experience

Key Qualifications for the role:

  • Current or previous Merrill Wealth Management experience strongly preferred

  • Self-motivated and client centric

  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

  • Prior trend analysis experience

  • Strong customer service and communication skills

  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:

  • Bachelor's degree or equivalent work experience

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Skills:

  • Compensation Analysis

  • Performance Management

  • Process Performance Management

  • Referral Management

  • Workforce Planning

  • Due Diligence

  • Internal Audit Review

  • Leadership Development

  • Recruiting

  • Risk Management

  • Client Management

  • Customer Service Management

  • Employee Counseling

  • Succession Planning

  • Trade Operations Management

* Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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