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Client Associate Jobs in Pittsburgh, PA (NOW HIRING)

BNY

CLO Client Reporting Specialist

Pittsburgh, PA · On-site

Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...

FOREVER INC

Client Care Associate

Pittsburgh, PA · On-site +1

$17/hr

Client Care Associate Location: Open to Remote or Hybrid Department: Client Care Reports To: Manager of Client Care Company: Forever, Inc. ( www.forever.com ) About FOREVER At FOREVER ® , we help ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

  • Medical

  • Retirement

  • PTO

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

  • Medical

  • Retirement

  • PTO

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

  • Medical

  • Retirement

  • PTO

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

  • Medical

  • Retirement

  • PTO

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Pittsburgh, PA

Client Associate information

See Pittsburgh, PA salary details

$17.3K

$47.6K

$70.5K

How much do client associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for client associate in Pittsburgh, PA is $47,623.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $57,900.00 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 Pittsburgh, PA?

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

What are popular job titles related to Client Associate jobs in Pittsburgh, PA?

For Client Associate jobs in Pittsburgh, PA, the most frequently searched job titles are:

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Pittsburgh, PA as of August 2026, with employment types broken down into 82% Full Time, 13% Part Time, and 5% Contract. Highlights an 91% In-person, 4% Hybrid, and 5% Remote job distribution, with an average salary of $47,623 per year, or $22.9 per hour.

Client Service Associate Wealth Management

Ron Sunshine Associates LLC

Wexford, PA • On-site

$13.75 - $19/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Client Service Associate – Financial Planning

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

  • Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.
  • Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.
  • Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will support the Advisors in:

  • Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
  • Preparing meeting presentations using PowerPoint.
  • Inputting information to financial planning and investment analysis software.
  • Managing the CRM program (AdviserEngine)
  • Processing financial account applications on Schwab Advisor Center

Qualifications: To thrive in this role, you should possess the following qualifications:

  • Education: Bachelor's degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
  • Prior experience with financial industry CRM a plus
  • Prior experience with Schwab plus
  • Prior experience with DocuSign a plus
  • Experience: A minimum of 2 years of experience in the financial services and investment advisory industry.
  • Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.
  • Relationship Management: Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.
  • Technical Proficiency: Strong proficiency in MS Excel and financial planning software.
  • Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!

Apply