ZipRecruiter

Log In

1

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.

Stifel

Non Registered - Client Service Associate

Pittsburgh, PA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...

New

Stifel

Non Registered - Client Service Associate

Pittsburgh, PA · 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

TransPerfect

Client Services Associate

Pittsburgh, PA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We encourage our employees to have a continuous dialogue with management about growth opportunities ... What You Will Be Doing The position of the Client Services Associate is responsible for serving as ...

Go Rentals

Client Services Associate

West Mifflin, PA

$20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Guest Experience Associate - Carcierge is the face of Go Rentals, a guest-facing luxury ... with management, team members, FBO and Hotel Partners, and leads, follow verbal and written ...

Waldron Private Wealth

Client Service Associate

Bridgeville, PA · On-site

$13.75 - $19/hr

Client Service Associate Waldron Private Wealth (Waldron) is looking for a Client Service Associate ... Provide document management for CS department and other departments including document naming and ...

previous page

Showing results 41-60

All JobsClient Management Associate JobsClient Management Associate Jobs in Pittsburgh, PA

Client Management Associate information

See Pittsburgh, PA salary details

$9

$21

$39

How much do client management associate jobs pay per hour?

As of Aug 15, 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.

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 Pittsburgh, PA are hiring for Client Management Associate jobs?

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

Client Management Associate jobs near you

Client Service Associate Wealth Management

Forest Recruiting Group aka Affiliated Recruiters Network

Wexford, PA • On-site

$13.75 - $19/hr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Client Service Associate – Financial Planning

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

  • Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.
  • Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.
  • Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will support the Advisors in:

  • Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
  • Preparing meeting presentations using PowerPoint.
  • Inputting information to financial planning and investment analysis software.
  • Managing the CRM program (AdviserEngine)
  • Processing financial account applications on Schwab Advisor Center

Qualifications: To thrive in this role, you should possess the following qualifications:

  • Education: Bachelor's degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
  • Prior experience with financial industry CRM a plus
  • Prior experience with Schwab plus
  • Prior experience with DocuSign a plus
  • Experience: A minimum of 2 years of experience in the financial services and investment advisory industry.
  • Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.
  • Relationship Management: Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.
  • Technical Proficiency: Strong proficiency in MS Excel and financial planning software.
  • Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!

Apply