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Client Management Associate Jobs in Philadelphia, PA

T&M Associates

Municipal Client Manager

Mount Laurel, NJ · On-site

$130K - $165K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

  • Retirement

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

Care Options for Kids

Client Services Associate

Mount Laurel, NJ · On-site

$50K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are looking for a critical thinker and proactive Client Service Associate that shares our ... Routinely interact with personnel such as clients, family members, and care managers to facilitate ...

Care Options for Kids

Client Services Associate

Mount Laurel, NJ · Hybrid

$50K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are looking for a critical thinker and proactive Client Service Associate that shares our ... Routinely interact with personnel such as clients, family members, and care managers to facilitate ...

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 ...

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Client Management Associate information

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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 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. Strong communication and organizational skills are essential for this role.

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 Associate

Rockefeller Capital Management

Newtown, PA • On-site

Full-time

Re-posted 11 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

A Private Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Responsibilities
  • Account opening andmaintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Generate expense reports for submission using Concur
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all clientdocumentation is returned, completed and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Support marketing efforts by promoting client seminars and events
  • Offer administrative and office management support to the team
  • Prepare client correspondence, obtain necessary management approvals,and transmit
  • Review dailyactivity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
  • Attend client meetings as necessary and present client performance
  • Complete necessary filing and maintain client files
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
Qualifications
  • 2+ years prior client service experience within financial industry, or equivalent experience, preferred
  • Series 7 & 66 required
  • Intellectual curiosity and desire to learn planning and products
  • BA/BS degree
Skills
  • Strong client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively withfrequent interruptions
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with eMoney financial planning software a plus
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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