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Client Management Associate Jobs in Pennsylvania

Verisma

Senior Client Operations Manager

Pittsburgh, PA · On-site

$75K - $85K/yr

... management and associates • Experience with medical records or healthcare and knowledge of HIPAA ... client business • Willing to travel to various assigned accounts and team meetings, as needed • ...

verisma

Senior Client Operations Manager

Pittsburgh, PA · Remote

... management and associates • Experience with medical records or healthcare and knowledge of HIPAA ... client business • Willing to travel to various assigned accounts and team meetings, as needed • ...

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Client Management Associate information

See Pennsylvania salary details

$10

$22

$40

How much do client management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client management associate in Pennsylvania is $22.46, according to ZipRecruiter salary data. Most workers in this role earn between $17.12 and $25.05 per hour, depending on experience, location, and employer.

How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?

As a Client Management Associate, you’ll regularly collaborate with teams such as sales, account management, product, and customer support to address client needs and resolve issues efficiently. You may participate in cross-functional meetings to share client feedback, coordinate on deliverables, and ensure seamless communication between departments. This collaborative approach not only helps maintain strong client relationships but also provides valuable insights into company operations and client expectations, supporting your professional growth.

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

To thrive as a Client Management Associate, you need strong communication skills, attention to detail, and a relevant bachelor's degree, often in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic data analysis tools is typically expected. Exceptional organizational skills, adaptability, and a customer-focused mindset help you build strong client relationships and manage multiple accounts effectively. These competencies are essential for ensuring client satisfaction, maintaining long-term partnerships, and supporting business growth.

What does a client management associate do?

A client management associate is responsible for maintaining relationships with clients, addressing their needs, and ensuring satisfaction. They often handle communication, coordinate services, and use customer relationship management (CRM) tools to track interactions and client data.

What are the most commonly searched types of Client Management jobs in Pennsylvania?

The most popular types of Client Management jobs in Pennsylvania are:

What cities in Pennsylvania are hiring for Client Management Associate jobs?

Cities in Pennsylvania with the most Client Management Associate job openings:

Client Management Associate jobs near you
Infographic showing various Client Management Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 2% Contract, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $46,710 per year, or $22.5 per hour.

Client Service Associate (Wealth Management)

Atlantic Group

Philadelphia, PA • On-site

$75K/yr

Other

Re-posted 8 days ago

Job description

  • Location: Philadelphia, PA
  • Type: Perm (Contingency)
  • Job #49046
  • Salary: $75,000
Job Overview - Client Service Associate (Wealth Management)
Location: Philadelphia, PA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate (Wealth Management) in Philadelphia, PA for our client. This role supports investment advisory operations, client onboarding, account administration, and financial planning activities within a high-net-worth wealth management environment. The ideal candidate has experience supporting financial advisors or clients within a brokerage, RIA, or financial planning firm and thrives in a fast-paced, client-focused setting.
Responsibilities as the Client Service Associate (Wealth Management):
  • Account Administration: Prepare and process account opening documents, transfer paperwork, custodial forms, and account maintenance requests.
  • Client Support: Assist with client servicing activities, respond to administrative requests, and support ongoing advisor-client communications.
  • Custodian Coordination: Work closely with custodians to facilitate account setup, funding activity, and transfer processing.
  • Meeting Preparation: Assemble client review materials, financial reports, and presentation packets for advisor meetings.
  • Record Management: Maintain accurate client records and manage sensitive documents, checks, and time-sensitive correspondence.
  • Operational Support: Coordinate scheduling, mailings, and administrative logistics while supporting day-to-day office operations.
Qualifications for the Client Service Associate (Wealth Management):
  • Education: Bachelor's degree is required.
  • Experience: 1-5 years of client service, operations, or administrative experience within wealth management, brokerage, or financial advisory environments is required.
  • Industry Knowledge: Familiarity with investment advisory operations, custodial platforms, and financial planning support processes is preferred.
  • Technical Skills: Proficiency with Microsoft Office Suite, particularly Excel, and experience working with Schwab, Fidelity, or similar custodial platforms is preferred.
  • Skills & Attributes: Strong organizational skills, attention to detail, communication abilities, professionalism, and the ability to manage multiple priorities are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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