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Client Associate Jobs in Newtown, PA (NOW HIRING)

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

Showing results 41-60

Client Associate information

See Newtown, PA salary details

$17.3K

$47.7K

$70.7K

How much do client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client associate in Newtown, PA is $47,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $58,000.00 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 Newtown, PA?

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

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

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

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

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

Infographic showing various Client Associate job openings in Newtown, PA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, 5% Contract, and 1% Nights. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $47,705 per year, or $22.9 per hour.

Client Services Associate

Care Options for Kids

Mount Laurel, NJ โ€ข On-site

$50K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago


Job description

Care Options for Kids connects leading pediatric specialists with families to providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing individualized care to children where they live, work, and play.
Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance.
We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Position Types Available: Full-Time, In Office/Hybrid
Client Service Associate responsibilities include:
  • Coordinates and schedules referrals for new and existing home care services.
  • Provides continuity of care in coordinating referrals.
  • Communicates to each caregiver all pertinent information regarding client care.
  • Keeps caregiver calendars and client information accurate and current.
  • Communicates to the departmental Director all pertinent information regarding client/caregiver issues.
  • Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services.
Comprehensive Ability to:
  • Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received.
  • Accept changes in duties or new assignments with a positive attitude in a fast-paced environment.
  • Work with a sense of urgency while maintaining a high level of detail.
  • Use language that consistently reflects a thorough understanding of the home care industry.
Qualifications:
  • High School Diploma or GED required; college degree is preferred.
  • Previous experience in recruiting, scheduling, or sales.
  • Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required.
  • Must possess strong interpersonal and customer service skills.
  • Must be able to solve complex problems and function effectively in a fast-paced work environment.
  • Ability to read, write and communicate in English.
  • Bilingual (Spanish/English) preferred.
What we Offer:
  • A supportive and collaborative work environment.
  • Opportunity to Join a Rapidly Growing, Fast-Paced Organization!
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • Generous Paid Time Off
  • 401K
  • A chance to make a meaningful impact in the lives of children and families.
Annual Salary Range:
  • Full-Time, In Office: $50,000.00 - $65,000.00
  • Quarterly bonuses
*Compensation dependent on experience.
Location: Mount Laurel, NJ
If you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today.
Care Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment