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Client Service Associate Entry Level Jobs in Philadelphia, PA

NEW CENTURY INVESTOR SERV

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Client Service Coordinator

Hamilton Township, NJ · On-site

$45K - $60K/yr

Client Service Coordinator Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service ...

USLI

Insurance Associate - Entry Level

Wayne, PA · On-site

$33K - $45K/yr

Benefits Canada Benefits Insurance Associate - Entry Level Location: Wayne, PA Team: Policy ... Policy Services & Underwriting Support FT/PT Status: Full Time Job Title: Insurance Associate ...

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of medical records.

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of medical records.

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All JobsClient Service Associate JobsClient Service Associate Entry Level JobsClient Service Associate Entry Level Jobs in Philadelphia, PA

Client Service Associate Entry Level information

See Philadelphia, PA salary details

$8

$17

$27

How much do client service associate entry level jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for client service associate entry level in Philadelphia, PA is $17.29, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $19.42 per hour, depending on experience, location, and employer.

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 Philadelphia, PA? For Client Service Associate Entry Level jobs in Philadelphia, PA, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in Philadelphia, PA look for? The top searched job categories for Client Service Associate Entry Level jobs in Philadelphia, PA are:
What cities near Philadelphia, PA are hiring for Client Service Associate Entry Level jobs? Cities near Philadelphia, PA 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 Philadelphia, PA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $35,971 per year, or $17.3 per hour.

Client Service Coordinator

NEW CENTURY INVESTOR SERV

Hamilton Township, NJ • On-site

$45K - $60K/yr

Full-time

Medical, Retirement, PTO

Posted 23 days ago

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Job description

Client Service Coordinator

Client Service Associate (CSA)

Financial Advisor Office / Wealth Management Practice

Position Title

Client Service Associate (CSA)

Position Summary

The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.

Key Responsibilities

Client Relationship Management

  • Serve as the primary point of contact for client service requests and inquiries.
  • Build and maintain strong relationships with clients through professional and timely communication.
  • Assist clients with account maintenance, paperwork, and general service needs.
  • Coordinate client meetings and prepare meeting materials.

Account Administration

  • Process new account openings, transfers, rollovers, and account updates.
  • Prepare and track client paperwork to ensure accurate and timely completion.
  • Monitor account documentation and maintain organized client records.
  • Assist with beneficiary changes, address updates, distributions, and other account servicing requests.

Operations & Compliance

  • Ensure all client transactions and documentation comply with regulatory and firm requirements.
  • Maintain accurate records in CRM and portfolio management systems.
  • Assist with compliance reviews, audits, and supervisory requests.
  • Follow procedures for handling confidential client information.

Advisor Support

  • Support financial advisors with meeting preparation and follow-up activities.
  • Generate reports, client summaries, and presentation materials.
  • Assist with marketing events, workshops, and client appreciation activities.
  • Help manage workflow priorities and operational deadlines.

Client Communication

  • Respond promptly to client emails and phone calls.
  • Coordinate with custodians, insurance companies, and other financial institutions regarding client requests.
  • Provide status updates on pending transactions and service requests.

Qualifications

Required

  • Associate's or Bachelor's degree preferred in Business, Finance, Accounting, or related field.
  • 2+ years of client service, banking, financial services, or administrative experience.
  • Strong verbal and written communication skills.
  • Excellent organizational and multitasking abilities.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

Preferred

  • Experience in wealth management, financial planning, banking, or brokerage services.
  • Knowledge of financial products, retirement accounts, and investment accounts.
  • Experience with CRM systems such as Redtail, Salesforce, Wealthbox, or similar platforms.

Key Competencies

  • Client-focused service mentality
  • Attention to detail and accuracy
  • Professionalism and confidentiality
  • Strong problem-solving skills
  • Ability to work independently and as part of a team
  • Time management and organization
  • Adaptability in a fast-paced environment

Compensation & Benefits

  • Competitive salary
  • Bonus/incentive opportunities
  • Retirement plan participation
  • Paid time off and holidays
  • Professional development and licensing support

Company Description

At New Century Investor Services, we understand that the backbone of financial success is a thoroughly personalized approach to financial planning. Centrally located in Hamilton Township in Mercer County, New Jersey, our team specializes in a comprehensive range of services tailored to your unique financial needs and aspirations. From Investment Advisory to Retirement and College Planning, and from Estate Management to Tax Preparation and Strategic Insurance solutions.