As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... This individual must be able to work effectively with other Wealth Management staff members, branch ...
As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... This individual must be able to work effectively with other Wealth Management staff members, branch ...
As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... This individual must be able to work effectively with other Wealth Management staff members, branch ...
As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... This individual must be able to work effectively with other Wealth Management staff members, branch ...
Utilize available technology and tools to support efficient and effective time management. Non ... registered Client Associates may not volunteer quotes or other stock information to clients.
Utilize available technology and tools to support efficient and effective time management. Non ... registered Client Associates may not volunteer quotes or other stock information to clients.
Utilize available technology and tools to support efficient and effective time management. Non ... registered Client Associates may not volunteer quotes or other stock information to clients.
Utilize available technology and tools to support efficient and effective time management. Non ... registered Client Associates may not volunteer quotes or other stock information to clients.
Client Relationship Associate
Philadelphia, PA · On-site
$60K - $75K/yr
Provide operational support to Relationship Managers, Trust Administrators, and internal partners. * Prepare and distribute client and operational reports while validating and reconciling data.
Client Relationship Associate
Philadelphia, PA · On-site
$60K - $75K/yr
Provide operational support to Relationship Managers, Trust Administrators, and internal partners. * Prepare and distribute client and operational reports while validating and reconciling data.
Associate Director, Client Advisory
Medical
Dental
Vision
Life
Retirement
PTO
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ...
Associate Director, Client Advisory
Medical
Dental
Vision
Life
Retirement
PTO
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ...
Registered Client Service Associate
Haddonfield, NJ · On-site
Medical
Dental
Vision
Life
Retirement
PTO
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...
New
Registered Client Service Associate
Haddonfield, NJ · On-site
Medical
Dental
Vision
Life
Retirement
PTO
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...
New
Associate Director, Client Advisory
Newtown Square, PA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ...
Associate Director, Client Advisory
Newtown Square, PA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ...
Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills
Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills
Utilize available technology and tools to support efficient and effective time management. Non ... registered Client Associates may not volunteer quotes or other stock information to clients.
Utilize available technology and tools to support efficient and effective time management. Non ... registered Client Associates may not volunteer quotes or other stock information to clients.
Client Services Associate
King Of Prussia, PA · On-site
$25 - $29/hr
Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills
Client Services Associate
King Of Prussia, PA · On-site
$25 - $29/hr
Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills
Registered Client Service Associate
Haddonfield, NJ · On-site
Medical
Dental
Vision
Life
Retirement
PTO
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...
New
Registered Client Service Associate
Haddonfield, NJ · On-site
Medical
Dental
Vision
Life
Retirement
PTO
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...
New
Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills
Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills
Associate Director, Client Advisory
Newtown Square, PA · On-site
$150 - $210/hr
Medical
Dental
Vision
Life
Retirement
PTO
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ...
New
Associate Director, Client Advisory
Newtown Square, PA · On-site
$150 - $210/hr
Medical
Dental
Vision
Life
Retirement
PTO
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ...
New
Client Services Associate
Chadds Ford, PA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... managers, and departments • Perform all job functions in alignment with the company's Mission ...
Client Services Associate
Chadds Ford, PA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... managers, and departments • Perform all job functions in alignment with the company's Mission ...
Client Services Associate
Chadds Ford, PA · On-site
Medical
Dental
Vision
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... Work effectively with other employees, managers, and departments * Perform all job functions in ...
Quick apply
Client Services Associate
Chadds Ford, PA · On-site
Medical
Dental
Vision
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... Work effectively with other employees, managers, and departments * Perform all job functions in ...
Client Services Associate
Medical
Dental
Vision
Life
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... employees, managers, and departments Perform all job functions in alignment with the company ...
Client Services Associate
Medical
Dental
Vision
Life
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... employees, managers, and departments Perform all job functions in alignment with the company ...
Client Relationship Associate
$60K - $75K/yr
The position combines client administration, account servicing, payment execution, reporting ... Established in 1970, Cozen O'Connor has more than 1,000 attorneys who help clients manage risk and ...
Client Relationship Associate
$60K - $75K/yr
The position combines client administration, account servicing, payment execution, reporting ... Established in 1970, Cozen O'Connor has more than 1,000 attorneys who help clients manage risk and ...
Client Services Associate
Chadds Ford, PA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... managers, and departments • Perform all job functions in alignment with the company's Mission ...
Client Services Associate
Chadds Ford, PA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... managers, and departments • Perform all job functions in alignment with the company's Mission ...
Client Services Associate
Chadds Ford, PA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... managers, and departments • Perform all job functions in alignment with the company's Mission ...
Client Services Associate
Chadds Ford, PA · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Client Service Associate provides critical support to the Client Services Team by performing ... managers, and departments • Perform all job functions in alignment with the company's Mission ...
Client Management Associate information
See Chester, PA salary details
$9.74 - $12.44
3% of jobs
$12.44 - $15.14
12% of jobs
$16.30 is the 25th percentile. Wages below this are outliers.
$15.14 - $17.83
23% of jobs
The median wage is $19.13 / hr.
$17.83 - $20.53
24% of jobs
$22.75 is the 75th percentile. Wages above this are outliers.
$20.53 - $23.23
15% of jobs
$23.23 - $25.93
10% of jobs
$25.93 - $28.63
6% of jobs
$28.63 - $31.33
2% of jobs
$31.33 - $34.02
2% of jobs
$34.02 - $36.72
1% of jobs
$36.72 - $39.42
1% of jobs
$9
$21
$39
How much do client management associate jobs pay per hour?
As of Aug 16, 2026, the average hourly pay for client management associate in Chester, PA is $21.61, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $24.13 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. Strong communication and organizational skills are essential for this role.
What cities near Chester, PA are hiring for Client Management Associate jobs?
Cities near Chester, PA with the most Client Management Associate job openings:
Job description
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 Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.
Responsibilities
- Build and foster strong client relationships through superior member service.
- Process new account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy.
- Connect with others in a way that fosters trust and creates collaborative relationships.
- Utilize available technology and tools to support efficient and effective time management.
- Assist Advisors in organizing and implementing productivity-based campaigns.
- Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.)
- Follow up on outstanding requests (e.g., transfers, withdrawals, death claims) with fund/insurance company.
- Manage lead queue, address leads promptly and provide detailed status updates.
- Create financial reports and tracking of leads.
- Back to Reps (BTR’s) - resolve BTR’s in a timely manner
- Take buy and sell orders from clients and place them with registered B/D for execution (mutual funds, annuities, insurance)
- Work directly with Broker/Dealer, Annuity and Fund Companies when appropriate.
- Schedule appointments for client meetings and maintain accurate records of appointments on financial advisor’s calendar.
- Comply with Citadel’s and broker-dealer’s operation and security and compliance procedures.
- Perform other duties as assigned.
Qualifications and Education Requirements
- High School Diploma.
- Bachelor’s Degree (preferred)
- 5 years of customer service and financial industry experience.
- Securities Industry Essentials (SIE) exam is required.
- Series 6 and 63 licenses, or ability to obtain within the first 6 months in role.
- Proficient skills in Microsoft Office products.
- Sincere interest in providing outstanding member service.
Additional Skills/Notes
- Ability to set priorities and handle multiple tasks in a fast-paced work environment.
- Dependable, responsible contributor committed to excellence and success.
- Highly motivated self-starter who can work independently with minimal supervision.
- Must display traits such as integrity, work ethic and team-orientation.
- Sincere interest in providing outstanding member service.
- Ability to build and foster strong client relationships through strong member service.