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Client Management Associate Jobs in Philadelphia, PA

Pathstone

Client Manager

Conshohocken, PA · On-site

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... Act as a mentor and resource for Associates and Senior Associates on operational matters, such as ...

Pathstone

Client Manager

Conshohocken, PA

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family ... Act as a mentor and resource for Associates and Senior Associates on operational matters, such as ...

Gallagher

Client Manager

Mount Laurel, NJ · On-site

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

Client Services Associate

King Of Prussia, PA · On-site

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

RH

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

Keybank

Assoc. Private Client Advisor

Dresher, PA · On-site

$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 ...

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... 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 ...

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Client Management Associate information

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How much do client management associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client management associate in Philadelphia, PA is $22.61, according to ZipRecruiter salary data. Most workers in this role earn between $17.21 and $25.24 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 Philadelphia, PA?

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

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

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

Client Management Associate jobs near you
Infographic showing various Client Management Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $47,021 per year, or $22.6 per hour.

Client Manager

Pathstone

Conshohocken, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Key responsibilities

  • Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients' needs.

  • Provide support to a Client Advisory team in the communication and implementation of client investment strategies, ensuring coordination across the client service team.

  • Prepare client documentation such as letters of instruction, account applications, manager agreements, and fund subscription documents, and follow the process with the firm's Capital Markets Group.

Job description

CompanyDescription: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Conshohocken, PA office.
JobDescription: Support our Client Advisory team in all manners of client service, daily operations, and special projects, which can include coordinating client communications, overseeing operational and administrative workflows, and preparing performance analysis and client presentation material. Advisory positions are a career path lending to increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.
Key Responsibilities:
  • Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients' needs. Communicate with clients directly via phone, zoom, and in-person meetings.
  • Provide support to a Client Advisory team in the communication and implementation of client investment strategies, while ensuring timely and effective coordination across the broader client service team to maintain alignment and a seamless client experience.
  • Prepare client documentation: draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
  • Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
  • Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
  • Act as a mentor and resource for Associates and Senior Associates on operational matters, such as recon, reporting, account opening/transfers, etc.

Qualifications:
  • Bachelor's degree in related field is required (Business, Finance, Accounting, Economics).
  • 4 - 7+ years of experience in the financial management industry is required. CFP is preferred.
  • Strong analytical, quantitative, problem-solving, and client service skills.
  • Proactive, detail-oriented and understands time-sensitive issues.
  • Strong verbal and written communication skills.
  • Skill with PC and Microsoft Office suite, particularly Excel.
  • Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
  • Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
  • Enjoys learning and growing and is motivated to take on new challenges.
  • Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.
  • Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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