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Client Relations Associate Jobs in Millbourne, PA

Trueseek

HOA Attorney

Philadelphia, PA

$120K - $160K/yr

This role is ideal for a seasoned practitioner who values client relations transactional work and long-term professional stability within a supportive firm environment. Responsibilities * Conduct ...

ultimus

Investor Services Associate

Philadelphia, PA · On-site

Candidates must be client-oriented, technology savvy, demonstrate initiative and have attention to ... Associate's Degree in Business Administration or related field • 1 -3 years' experience in ...

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All JobsClient Relations Associate JobsClient Relations Associate Jobs in Millbourne, PA

Client Relations Associate information

See Millbourne, PA salary details

$23.8K

$44.9K

$63.9K

How much do client relations associate jobs pay per year?

As of Jul 27, 2026, the average yearly pay for client relations associate in Millbourne, PA is $44,882.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $47,700.00 per year, depending on experience, location, and employer.

What does a customer relations associate do?

A client relations associate manages communication between a company and its clients to ensure satisfaction and address concerns. They often handle inquiries, provide product or service information, and maintain positive relationships using communication tools like email or phone. Strong interpersonal skills and familiarity with customer management software are typically required for this role.

What are Client Relations Associates?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

What does a client relations associate do?

A client relations associate manages communication between a company and its clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and may use customer relationship management (CRM) tools to track interactions. Strong communication skills and attention to detail are essential for success in this role.

How does a Client Relations Associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

What is the difference between Client Relations Associate vs Customer Service Representative?

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

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

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.

What is a client relationship associate job description?

A client relationship associate is responsible for maintaining and strengthening relationships with clients by providing excellent customer service, addressing inquiries, and ensuring client satisfaction. They often use CRM software to track interactions and may assist with onboarding, account management, and resolving issues to support client retention and business growth.

Is a CSA job stressful?

A Client Relations Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and maintaining client satisfaction. The level of stress depends on the workload, company environment, and communication skills required, but strong organizational and problem-solving abilities can help manage it effectively.
What cities near Millbourne, PA are hiring for Client Relations Associate jobs? Cities near Millbourne, PA with the most Client Relations Associate job openings:
Client Relations Associate jobs near you
Client Relationship Associate

Client Relationship Associate

Cozen O'Connor

Philadelphia, PA • On-site

$60K - $75K/yr

Full-time

Posted 12 days ago

Job description


The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team. The position combines client administration, account servicing, payment execution, reporting support, and operational coordination while partnering closely with Relationship Managers, Trust Administrators, and other business partners to deliver exceptional service and operational excellence.
This position is ideal for a highly adaptable professional who thrives in a dynamic environment, embraces change, and seeks opportunities to improve processes and service delivery. As the Family Office platform continues to evolve, this individual will have opportunities to expand their responsibilities, support multiple service teams, lead initiatives, and influence operational best practices. The successful candidate will demonstrate strong ownership, sound judgment, and the potential to grow into future leadership opportunities.
Responsibilities
Account Administration & Client Operations
  • Administer and maintain client accounts and records across internal and external systems.
  • Process account openings, closures, ownership changes, maintenance requests, and other account servicing activities.
  • Resolve account exceptions and operational issues while supporting audits, reviews, and special servicing requests.
  • Coordinate vendor onboarding, including W-9 collection, record setup, and payment documentation.

Payment Processing & Operational Controls
  • Process wire, ACH, check, and deposit transactions accurately and on time.
  • Review and validate payment instructions, perform Positive Pay controls, and follow approval workflows and internal control procedures.
  • Maintain documentation and ensure compliance with operational policies and cash movement controls.

Client Service & Reporting
  • Provide operational support to Relationship Managers, Trust Administrators, and internal partners.
  • Prepare and distribute client and operational reports while validating and reconciling data.
  • Respond to requests promptly, communicate status updates, and resolve reporting discrepancies.

Process Improvement & Collaboration
  • Identify opportunities to improve operational processes, efficiency, and client service.
  • Support system implementations, testing, process documentation, and operational initiatives.
  • Collaborate across teams to coordinate workflows, manage priorities, and support special projects.
  • Contribute to standardized procedures and perform other duties as assigned.
  • Perform other duties and special assignments as needed to support departmental and organizational objectives.

Success Factors
The ideal candidate:
  • Demonstrates exceptional attention to detail, accountability, and sound judgment.
  • Thrives in a fast-paced environment with changing priorities.
  • Takes initiative to solve problems and improve processes.
  • Communicates effectively and builds strong cross-functional relationships.
  • Maintains confidentiality when handling sensitive client and financial information.
  • Shows leadership potential through collaboration, ownership, and a willingness to take on increasing responsibility.

Qualifications
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • 2-5 years of experience in family office, trust, wealth management, banking, fiduciary administration, or financial operations.
  • Experience with account administration, payment processing, client reporting, or operational support.
  • Strong technology aptitude; experience with AgilLink is preferred.
  • Ability to manage multiple priorities in a dynamic environment.
  • Experience leading projects, coordinating initiatives, or mentoring others is a plus.

The salary range for this role is $60,000 - $75,000 and represents the Firm's good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate's relevant experience, qualifications and location.
About Us
Known for its commitment to action and tangible results, Cozen O'Connor has rapidly grown to become one of North America's fastest-growing law firms. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle-market firms, startups, and high-profile individuals. Established in 1970, Cozen O'Connor has more than 1,000 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and middle market companies, Cozen O'Connor services its clients' needs through 35 offices across two continents. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers. Cozen O'Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.
Cozen O'Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a breadth of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.
Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.
Cozen O'Connor is an Equal Opportunity Employer, including disabled and veterans.

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