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Client Service Associate Entry Level Jobs in Pennsylvania

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

UBS

Client Service Associate

Pittsburgh, PA · On-site

$13.50 - $18.75/hr

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...

INTREPID

Be Seen First

Client Service Associate

Philadelphia, PA · On-site

$800 - $1.2K/wk

Client Service Associate Company: Intrepid Inc Location: Bensalem/Northeast, Philadelphia, PA (In-person) Pay: $800-$1,200 per week About the Role We're looking for motivated, people-driven ...

New

UBS

Client Service Associate

Pittsburgh, PA · On-site

$55K - $75K/yr

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...

INTREPID

Be Seen First

Client Service Associate

Philadelphia, PA · On-site

$800 - $1.2K/wk

Client Service Associate Company: Intrepid Inc Location: Bensalem/Northeast, Philadelphia, PA (In-person) Pay: $800-$1,200 per week About the Role We're looking for motivated, people-driven ...

New

Vicus Capital

Client Service Associate

State College, PA · On-site

$45K - $55K/yr

Client Service Associate Are you someone who thrives on organization, loves solving problems, and enjoys building genuine relationships? Do you take pride in delivering top-notch work and being the ...

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All JobsClient Service Associate JobsClient Service Associate Entry Level JobsClient Service Associate Entry Level Jobs in Pennsylvania

Client Service Associate Entry Level information

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

What are popular job titles related to Client Service Associate Entry Level jobs in Pennsylvania? For Client Service Associate Entry Level jobs in Pennsylvania, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in Pennsylvania look for? The top searched job categories for Client Service Associate Entry Level jobs in Pennsylvania are:
What cities in Pennsylvania are hiring for Client Service Associate Entry Level jobs? Cities in Pennsylvania with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Infographic showing various Client Service Associate Entry Level job openings in Pennsylvania as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution.

Client Service Associate

New Day Executive Search

Wayne, PA • On-site

$60K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 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 required (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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