ZipRecruiter

Log In

1

Client Associate Jobs in Wyncote, PA (NOW HIRING)

PathStone

Associate, Client Advisory

Conshohocken, PA · On-site

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · On-site

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

previous page

Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Wyncote, PA

Client Associate information

See Wyncote, PA salary details

$18.2K

$50K

$74.1K

How much do client associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client associate in Wyncote, PA is $50,014.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $60,800.00 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 cities near Wyncote, PA are hiring for Client Associate jobs?

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Wyncote, PA as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $50,014 per year, or $24 per hour.

Client Relationship Associate

Cozen O Connor

Philadelphia, PA • On-site

$60K - $75K/yr

Other

Re-posted 8 days ago

Job description


The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team. The position combines client administration, account servicing, payment execution, reporting support, and operational coordination while partnering closely with Relationship Managers, Trust Administrators, and other business partners to deliver exceptional service and operational excellence.
This position is ideal for a highly adaptable professional who thrives in a dynamic environment, embraces change, and seeks opportunities to improve processes and service delivery. As the Family Office platform continues to evolve, this individual will have opportunities to expand their responsibilities, support multiple service teams, lead initiatives, and influence operational best practices. The successful candidate will demonstrate strong ownership, sound judgment, and the potential to grow into future leadership opportunities.
Responsibilities
Account Administration & Client Operations
  • Administer and maintain client accounts and records across internal and external systems.
  • Process account openings, closures, ownership changes, maintenance requests, and other account servicing activities.
  • Resolve account exceptions and operational issues while supporting audits, reviews, and special servicing requests.
  • Coordinate vendor onboarding, including W-9 collection, record setup, and payment documentation.
Payment Processing & Operational Controls
  • Process wire, ACH, check, and deposit transactions accurately and on time.
  • Review and validate payment instructions, perform Positive Pay controls, and follow approval workflows and internal control procedures.
  • Maintain documentation and ensure compliance with operational policies and cash movement controls.
Client Service & Reporting
  • Provide operational support to Relationship Managers, Trust Administrators, and internal partners.
  • Prepare and distribute client and operational reports while validating and reconciling data.
  • Respond to requests promptly, communicate status updates, and resolve reporting discrepancies.
Process Improvement & Collaboration
  • Identify opportunities to improve operational processes, efficiency, and client service.
  • Support system implementations, testing, process documentation, and operational initiatives.
  • Collaborate across teams to coordinate workflows, manage priorities, and support special projects.
  • Contribute to standardized procedures and perform other duties as assigned.
  • Perform other duties and special assignments as needed to support departmental and organizational objectives.
Success Factors
The ideal candidate:
  • Demonstrates exceptional attention to detail, accountability, and sound judgment.
  • Thrives in a fast-paced environment with changing priorities.
  • Takes initiative to solve problems and improve processes.
  • Communicates effectively and builds strong cross-functional relationships.
  • Maintains confidentiality when handling sensitive client and financial information.
  • Shows leadership potential through collaboration, ownership, and a willingness to take on increasing responsibility.
Qualifications
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • 2-5 years of experience in family office, trust, wealth management, banking, fiduciary administration, or financial operations.
  • Experience with account administration, payment processing, client reporting, or operational support.
  • Strong technology aptitude; experience with AgilLink is preferred.
  • Ability to manage multiple priorities in a dynamic environment.
  • Experience leading projects, coordinating initiatives, or mentoring others is a plus.

The salary range for this role is $60,000 - $75,000 and represents the Firm's good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate's relevant experience, qualifications and location.
About Us
Known for its commitment to action and tangible results, Cozen O'Connor has rapidly grown to become one of North America's fastest-growing law firms. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle-market firms, startups, and high-profile individuals. Established in 1970, Cozen O'Connor has more than 1,000 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and middle market companies, Cozen O'Connor services its clients' needs through 35 offices across two continents. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers. Cozen O'Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.
Cozen O'Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a breadth of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.
Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.
Cozen O'Connor is an Equal Opportunity Employer, including disabled and veterans.

Apply