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Client Operations Associate Jobs in Pennsylvania

B&K Auto Tags

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Operations Associate

Doylestown, PA · On-site

$26.50/hr

Operations Associate B&K Auto Tags - Doylestown, PA Full-Time • On-site About the Role B&K Auto ... Willing to use social skills to gain, retain & foster client relationships. * Strong attention to ...

B&K Auto Tags

Be Seen First

Operations Associate

Doylestown, PA · On-site

$26.50/hr

Operations Associate B&K Auto Tags - Doylestown, PA Full-Time • On-site About the Role B&K Auto ... Willing to use social skills to gain, retain & foster client relationships. * Strong attention to ...

LVMH

Operations Associate - Part Time

Willow Grove, PA · On-site

$19.80 - $22.90/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

LVMH

Operations Associate - Part Time

Harrisburg, PA · On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

LVMH

Operations Associate - Part Time

Allentown, PA · On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

ALO

Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Pennsylvania

Client Operations Associate information

See Pennsylvania salary details

$11

$26

$53

How much do client operations associate jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for client operations associate in Pennsylvania is $26.31, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $30.38 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a Client Operations Associate, and why are they important?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What does a customer operations associate do?

A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.

What jobs pay 4000 a week without a degree?

A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
What are the most commonly searched types of Client Operations jobs in Pennsylvania? The most popular types of Client Operations jobs in Pennsylvania are:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Pennsylvania as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,719 per year, or $26.3 per hour.

Senior Associate, Client Operations and Compliance

The Coury Firm

Pittsburgh, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Salary:

Senior Associate, Client Operations and Compliance


Role Summary

The Senior Investment Operations Associate is responsible for investment implementation, custodial operations, and first-line operational compliance support, ensuring accurate, timely, and compliant processing of account activity. This role serves as a subject-matter expert for custodial workflows, transactional execution, and operational controls, and partners closely with Advisors, Client Service Associates, and Compliance to maintain strong operational integrity across the firm.


Reporting to: The Senior Associate Investment Operations reports to The Director of Investment Operations


Core Responsibilities Investment Operations

  • Independently prepare and process account opening, maintenance, and closure documentation with custodians and applicable vendors; monitor and manage asset transfers, requiring limited assistance except in the most complex circumstances.
  • Execute money movement and cash management transactions, including wires, ACH, and transfers, ensuring adherence to firm procedures, custodial requirements, and regulatory standards. Serve as the primary point of accountability for execution standards, issue resolution, error remediation, and escalation related to money movement activity. Serve as the primary operational liaison with custodians and external vendors, including issue resolution, follow-up, and escalation.
  • Act as an internal subject-matter resource for investment implementation, account servicing, and custodian-related inquiries.
  • Proactively communicate with internal stakeholders when deadlines are at risk, extensions are required, or operational constraints may impact delivery.
  • Demonstrate advanced proficiency in firm systems and platforms, including CRM systems, custodian websites, and other relevant operational tools.
  • Provide input on, and encourage adoption of, new technology solutions to improve efficiency, accuracy, and scalability.
  • Proactively document, develop, and improve operational templates, procedures, workflows, and reference materials.
  • Escalate operational issues, risks, and exceptions to appropriate personnel in a timely and professional manner.


Core Responsibilities Compliance & Risk Support

(First-Line Operational Compliance)

  • Execute and support first-line operational compliance controls related to account administration, transactions, custody, and recordkeeping.
  • Maintain and review required operational and compliance logs, ensuring accuracy, completeness, and audit readiness.
  • Perform reviews of below items for compliance testing:
    • New and closed accounts
    • Client fee calculations
    • Trade activity and trade errors
    • Custody and statement delivery
    • IPS alignment (operational validation)
  • Track, document, and support resolution of trade errors, client complaints, conflicts of interest, and operational exceptions, escalating as appropriate.
  • Support best execution reviews, ERISA monitoring, and service provider oversight by preparing operational data, documentation, and evidence.
  • Coordinate and support ComplySci daily tasks and quarterly attestations, ensuring timely completion and documentation.
  • Assist with regulatory examinations, audits, and third-party reviews by preparing operational evidence and responding to information requests.
  • Partner with Compliance and leadership to implement regulatory, custodial, and policy updates into operational workflows.
  • Identify potential control gaps, process risks, or recurring issues and recommend improvements.

Qualifications & Experience

  • Bachelors degree or equivalent experience in finance, operations, or a related field.
  • 58+ years of experience in investment operations, custodial operations, or financial services operations, preferably within an RIA or regulated environment.
  • Strong working knowledge of custodial platforms, account administration, and money movement workflows.
  • Experience supporting operational compliance, audits, and regulatory reviews.
  • High attention to detail with a strong risk and control mindset.
  • Ability to operate independently, manage competing priorities, and exercise sound judgment.
  • Strong communication skills and comfort partnering cross-functionally.
  • Experience with CRM systems and compliance platforms (e.g., ComplySci) preferred.

PROFESSIONAL QUALITIES & FOUNDING PRINCIPLES

The Sr. Associate of Client Operations and Compliancemust possess the following characteristics and principles:

  • Leadership:The ability to direct and contribute to initiatives and processes within the organization.
  • Ethical Practice:The ability to integrate core values, integrity, trustworthiness, and accountability throughout all organizational and business practices.
  • Effective Communication:The ability to effectively cooperate and exchange information with stakeholders, staff, and clients.
  • Critical Evaluation:The ability to interpret information to make business decisions and recommendations.
  • Global & Cultural Sensitivity and Effectiveness: The ability to value and consider the backgrounds and perspectives of all parties.
  • Relationship Management:The ability to manage interactions to provide service and to support the organization and its clients.
  • Business Acumen:The ability to understand and apply information that can contribute to the organization's strategic plan.

Benefits

At The Coury Firm, we believe our people are our greatest asset. We offer a comprehensive and competitive benefits package designed to support your personal, professional, and financial well-being.


Our benefits include:

  • Competitive base salary with performance-based bonus opportunities
  • Comprehensive medical, dental, and vision insurance
  • 401(k) plan with company match
  • Paid time off (PTO) and paid holidays
  • Continuing education and professional development support
  • Life and disability insurance
  • Opportunities for career advancement within a growing,entrepreneurial firm
  • Collaborative, team-oriented work culture


Founding Principals
Unwavering Integrity- be ethical in everything you do

Tenacious work ethic- Always be prepared and one step ahead

Selfless Service- Act with selflessness, caring humility and passion

Strong Leadership- Do what is right, and not just what is easy

Devotion to Education - Be committed to personal client continued education


OUR CULTURE
At The Coury Firm, we foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally. We believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence. Every team member plays a critical role in delivering exceptional outcomes for our clients.


Equal Opportunity Employer
The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.


Ready to take the next step in your career with a firm that values excellence, collaboration, and long-term growth? Apply today.