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Client Management Associate Jobs in Havertown, PA

T&M Associates

Municipal Client Manager

Mount Laurel, NJ · On-site

$130K - $165K/yr

T&M Associates is seeking a seasoned and client focused Civil Engineer for our NJ Community and ... Demonstrated success in client relationship management in the civil, public sector. * Proven ...

Gallagher

Client Manager

Mount Laurel, NJ

We will rely on your leadership skills to help guide our Client Service Associates and create a ... Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School ...

RH-USA Inc

Client Services Associate

King Of Prussia, PA · On-site

$25 - $29/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling ... Strong organizational and time management skills * Strong verbal and written communication skills

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 ... This individual must be able to work effectively with other Wealth Management staff members, branch ...

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 ... This individual must be able to work effectively with other Wealth Management staff members, branch ...

Keybank

Assoc. Private Client Advisor

Dresher, PA

$62K/yr

Location: 701 Twining Road - Dresher, Pennsylvania 19025 Job Summary The Associate Private Client ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...

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Client Management Associate information

See Havertown, PA salary details

$9

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How much do client management associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client management associate in Havertown, PA is $21.88, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $24.42 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 Havertown, PA are hiring for Client Management Associate jobs?

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

Client Management Associate jobs near you
Infographic showing various Client Management Associate job openings in Havertown, PA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $45,520 per year, or $21.9 per hour.

Client Services Associate

Waldron Private Wealth

Wayne, PA • On-site

Full-time

Re-posted 6 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.
In this role you will:
  • Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
  • Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
  • Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc.
  • Assist in the research and gathering of information to resolve a client issue.
  • Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
  • Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
  • Provide document management for CS department and other departments including document naming and uploading to document management system.
  • Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:
  • Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.
  • Minimum of one (1) year of experience within the finance industry preferred.
  • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.

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