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Client Operations Associate Jobs in Pennsylvania

She Recruits LLC

Operations Associate

Philadelphia, PA · Hybrid

$50K - $75K/yr

Operations Associate Location: Wilmington, DE or Philadelphia, PA (Hybrid - 4 days onsite ... in a client-facing, operationally strategic environment. In this position, you'll report to ...

BNY

Senior Associate, Client Operations

Pittsburgh, PA · On-site

Senior Associate, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of ...

LVMH

Operations Associate - Flex

Pittsburgh, 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

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

Wayne, 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 ...

Ascendo

Operations Associate

Exton, PA

Operations Associate Job Purpose: To perform daily operational requirements of depot. Main Duties ... Post shipment notification to client * Stock control including periodic cycle counts * Process ...

B&K Auto Tags

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Office & Operations Associate

Doylestown, PA · On-site

$24 - $26.50/hr

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

Urgent

B&K Auto Tags

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Office & Operations Associate

Doylestown, PA · On-site

$24 - $26.50/hr

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

Urgent

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Client Operations Associate information

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$11

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How much do client operations associate jobs pay per hour?

As of May 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 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.

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 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.

What job makes $10,000 a month without a degree?

A Client Operations Associate can potentially earn $10,000 a month through experience, performance bonuses, and skill development in areas like client management, communication, and software tools. High earnings in this role often depend on industry, company size, and individual performance, with some professionals reaching this level without a formal degree by building expertise and a strong professional network.

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 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

Client Service Associate

New Day Executive Search

Wayne, PA

$60K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Client Service & Operations Associate

Location: Radnor, PA

Salary: Starting at $60,000/year + Bonus Potential (Up to 15%)

We're a fast-growing boutique financial services firm in Radnor, seeking an organized and detail-oriented Insurance Coordinator to join our retirement plan advisory team. You'll play an integral role supporting client communications, coordinating with TPAs and recordkeepers, managing projects, and preparing paperwork to ensure smooth client operations.

About You:
  • Early-career professional with 1–3 years in financial services or client operations
  • Strong attention to detail and excellent communication skills
  • Comfortable handling multiple deadlines in a team-oriented environment
  • Eager to grow in the retirement plan or wealth management industry
Key Responsibilities:
  • Support advisors with client meetings, materials, and follow-up actions
  • Maintain CRM records and prepare client deliverables
  • Coordinate operational tasks with third-party administrators and custodians
  • Manage workflows, track project progress, and ensure timely task completion
  • Assist with billing, compliance documentation, and firm initiatives
Qualifications:
  • Bachelor's degree preferred (Finance, Economics, Business, or related)
  • Proficient with Microsoft Office; CRM experience a plus (Salesforce, Redtail, Wealthbox)
Benefits:
  • 401(k) with match, Health, Dental & Vision insurance
  • Long-term disability coverage
  • Generous paid time off
  • Education, license, and training reimbursement
  • Bonus potential up to 15% of salary
Why Join Us?
  • Be part of a nationally recognized, top-performing team
  • Enjoy a collaborative culture focused on continuous improvement
  • Opportunities for career growth as the firm expands

If you are passionate about client service and operations and want to grow your career in financial advisory, apply today!

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