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Client Management Associate Jobs in Pittsburgh, PA

Fnbcorp

Client Services Associate

Pittsburgh, PA

Client Services Associate Business Unit: Multiple Reports to: Varies by Assignment Position ... Client Relationship Management - Serve as an additional point of contact for high-net-worth clients.

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Client Management Associate information

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How much do client management associate jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for client management associate in Pittsburgh, PA is $21.75, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $24.28 per hour, depending on experience, location, and employer.

What is the role of a client associate?

A client management associate is responsible for maintaining relationships with clients, addressing their needs, and ensuring satisfaction. They often handle communication, coordinate services, and support account management using tools like CRM software to facilitate client interactions.

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.

Is a CSA job stressful?

A Client Management Associate (CSA) role can be stressful due to high client interaction, meeting performance targets, and managing multiple accounts. Strong communication skills, organization, and the ability to handle pressure are important for success in this position.

What is the role of a management associate?

A management associate is an entry-level professional who undergoes training to develop skills in various business functions, such as operations, finance, and customer service. They often work closely with senior managers, participate in projects, and may pursue certifications like MBA or leadership programs to prepare for managerial roles.

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 support client retention.
Client Management Associate jobs near you

Management Associate, Portfolio Management

Glenmede Trust Co

Pittsburgh, PA • On-site

Full-time

Medical, Retirement, PTO

Posted 29 days ago

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Pittsburgh, PA).

OVERVIEW:

The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements. The role is an integral component of the relationship team and will provide a broad landscape from which to learn the application of holistic, goals-based wealth and investment management. The Management Associate position is intended for an individual with an interest in portfolio management, construction and implementation for private clients.

RESPONSIBILITIES:

Portfolio Management and Investments

  • Assist Portfolio Managers in the management of client portfolios. This includes analysis of asset allocation, portfolio construction, and strategy-specific investments to ensure that portfolios are aligned with the client’s wealth objectives, investment policy guidelines and Glenmede’s best thinking.
  • Analyze asset-specific data to formulate perspectives around asset allocation, portfolio construction, and strategy specific investments.
  • Synthesize data into observable messages around style/sector tilts, geographic concentrations, performance drivers, risk contribution, and company-specific information.
  • Actively participate in internal investment meetings, including morning update, Investment Policy Committee (IPC), and manager/strategy updates by the Manager Research Group (MRG).

Relationship Management and Client Service

  • Proactively and independently handle routine to moderately complex client (internal and/or external clients) inquiries as part of the relationship management team.
  • Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed.
  • Cover situations that arise when other team members are out of the office.
  • Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
  • Participate in client meetings and conference calls, as requested.
  • Assist relationship management team in maintaining client information and communications in the client relationship management (CRM) system in accordance with firm best practices.
  • Develop a strong foundational understanding of wealth management topics including; financial, estate and income tax planning.

Portfolio and Account Administration 

  • Review daily reports (e.g., transaction, overdraft, bond maturity) for possible investment implications.
  • Assist in preparation of presentation materials for client meetings.
  • Coordinate with wealth planning, wealth advisory, tax, or other departments to ensure deadlines are met.
  • Develop an understanding of middle and back office functions and processes and how they apply to data and systems used in the management of portfolios.
  • Assist with firm compliance and regulatory reviews as a means to reduce firm-level risk and the employment of portfolio management best practices.

Business Development

  • Attend Glenmede sponsored events as requested.

Firm Building

  • Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
  • Ability and willingness to contribute to the advancement of team, office and business capabilities.
  • Other duties as required by the position.

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree.
  • 0-2 years of experience in an investment environment.

PREFERRED QUALIFICATIONS:

  • Interest in or progress toward CFA or CFP designations is preferred.
  • Advanced knowledge of Microsoft Office and ability to adapt to investment and CRM-oriented IT applications.
  • Superior team orientation.
  • Self-starter with a great deal of initiative.
  • Excellent written and verbal communication skills.
  • Full understanding of client privacy and confidentiality.
  • Proven competence in the following: ability to work well under pressure; detail-oriented, particularly with financial calculations; organizational and problem-solving skills; ability to multi-task and prioritize work.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

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