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Client Associate Jobs in Philadelphia, PA (NOW HIRING)

Sanctuary Wealth Group LLC

Client Associate

Moorestown, NJ · On-site

$65K - $85K/yr

Description Wealth Management Client Associate Firm: Ausperity Private Wealth Salary Range: $65,000-$85,000 (**commensurate with experience) Location: Moorestown, NJ (On-Site, Monday-Friday) Type ...

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 will assist in administering, marketing, and growing client relationships, working closely with ...

janney

Private Client Associate - Newtown, PA

Newtown, PA

$13.50 - $18.75/hr

Janney Montgomery Scott LLC is seeking a Private Client Associate to provide client service and administrative support to The Gormley Furlong Wealth Advisory Group. This role supports client ...

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All JobsClient Associate JobsClient Associate Jobs in Philadelphia, PA

Client Associate information

See Philadelphia, PA salary details

$18.7K

$51.4K

$76.1K

How much do client associate jobs pay per year?

As of Jun 13, 2026, the average yearly pay for client associate in Philadelphia, PA is $51,391.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $62,500.00 per year, depending on experience, location, and employer.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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 client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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 Philadelphia, PA? The most popular types of Client jobs in Philadelphia, PA are:
What are popular job titles related to Client Associate jobs in Philadelphia, PA? For Client Associate jobs in Philadelphia, PA, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Philadelphia, PA look for? The top searched job categories for Client Associate jobs in Philadelphia, PA are:
What cities near Philadelphia, PA are hiring for Client Associate jobs? Cities near Philadelphia, PA with the most Client Associate job openings:
Client Associate jobs near you

Client Associate

Sanctuary Wealth Group LLC

Moorestown, NJ • On-site

$65K - $85K/yr

Other

Posted 21 days ago

Job description

Description

Wealth Management Client Associate

Firm: Ausperity Private Wealth 

Salary Range: $65,000-$85,000 (**commensurate with experience)  

Location:  Moorestown, NJ (On-Site, Monday-Friday)

Type: Full-Time


About Ausperity Private Wealth - Ausperity Private Wealth is a growing, client-focused wealth management firm dedicated to helping individuals and families build, protect, and transition wealth with clarity and confidence. As a fast-growing independent advisory practice, our team operates in a high-touch, fast-paced environment where responsiveness, precision, and trust are essential.


We are building a firm centered on strong relationships, disciplined execution, and a commitment to delivering an exceptional client experience at every stage of the financial journey. As we continue to expand, we are seeking a Client Associate to play a key role in supporting our advisors and ensuring seamless day-to-day client service and operational execution.

This role is fully in-office and designed for someone who thrives in a collaborative, team-oriented environment and is eager to build a long-term career in wealth management.


Position Overview -  We are seeking a Client Associate that will serve as a critical support partner to multiple advisors, helping ensure that all client service, account maintenance, and operational tasks are completed accurately and efficiently. This individual will be deeply involved in the execution of day-to-day client requests while contributing to a smooth, high-quality client experience across the firm.


This is an excellent opportunity for someone early in their career who is looking to develop strong foundational experience in financial services and grow within a high-performing advisory environment.


Key Responsibilities 

  • Support multiple financial advisors with day-to-day client service and administrative needs 
  • Assist with new account openings, transfers, account maintenance, and money movement requests 
  • Prepare, process, and track client paperwork with a high level of accuracy and attention to detail 
  • Serve as a responsive point of contact for client service requests and inquiries 
  • Maintain and update accurate client records across internal systems and custodial platforms 
  • Coordinate with advisors and internal team members to ensure timely completion of client tasks 
  • Help ensure a smooth, professional, and high-quality client experience at every touchpoint 
  • Assist in organizing workflow priorities to support advisor productivity and efficiency 
  • Contribute to improving internal processes and supporting overall team operations

Requirements

 Qualifications

  • Bachelor's degree preferred (Finance, Business, Economics, or related field a plus) 
  • 0-3+ years of experience in financial services, banking, client service, or related professional environment 
  • Strong organizational skills with a high level of attention to detail 
  • Excellent written and verbal communication skills 
  • Strong interpersonal skills with a client-first mindset 
  • Ability to manage multiple priorities in a fast-paced, team-driven environment 
  • Proactive, dependable, and eager to learn and grow within the industry 
  • Licensing (Series 7/66 or similar) is not required but is a plus


 Compensation & Benefits

  • Base Salary: $65,000 - $85,000 (commensurate with experience) 
  • Competitive benefits package 
  • Opportunity for long-term growth within a fast-growing wealth management firm 
  • Exposure to all aspects of client service, operations, and advisor support in an RIA environment

 What We're Looking For

The ideal candidate is someone who is organized, reliable, and proactive, with a strong desire to build a career in wealth management. This individual thrives in a structured but fast-moving environment, enjoys supporting a team behind the scenes, and takes pride in delivering exceptional client service.

Success in this role requires someone who is:

  • Detail-oriented and highly accountable 
  • Comfortable managing multiple tasks at once 
  • Energized by supporting advisors and clients in a high-touch environment 
  • Interested in learning the fundamentals of wealth management operations and client service 
  • Looking for long-term growth within a professional advisory firm

Apply