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Client Service Associate Jobs in Pennsylvania (NOW HIRING)

Stifel

Client Service Associate

Pittsburgh, PA · On-site

$14 - $19.50/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Stifel

Client Service Associate

Pittsburgh, PA · On-site

$14 - $19.50/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Stifel

Client Service Associate

Pittsburgh, PA

$14 - $19.50/hr

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

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 ...

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Client Service Associate information

See Pennsylvania salary details

$8

$17

$27

How much do client service associate jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for client service associate in Pennsylvania is $17.18, according to ZipRecruiter salary data. Most workers in this role earn between $13.99 and $19.28 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Pennsylvania? The most popular types of Client Service jobs in Pennsylvania are:
What cities in Pennsylvania are hiring for Client Service Associate jobs? Cities in Pennsylvania with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Pennsylvania as of July 2026, with employment types broken down into 1% As Needed, 62% Full Time, 32% Part Time, 2% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 5% Hybrid, and 2% Remote job distribution, with an average salary of $35,732 per year, or $17.2 per hour.
Client Service Associate

Client Service Associate

Bill Good Marketing

State College, PA • On-site

$50K - $65K/yr

Full-time

Medical, Retirement, PTO

Re-posted 18 days ago

Job description

Client Service Associate

Full-Time | In-Person | State College, PA

Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, and we're hiring an experienced Client Service Associate to keep our operations running smoothly and our clients well taken care of.

What You'll Do

You'll be a key part of the operational backbone of our practice, supporting our advisors and agents so they can focus on their clients. Day to day, that looks like:

  • Preparing and organizing client documents and correspondence
  • Completing paperwork with clients and tracking it from start to finish
  • Scheduling appointments and managing calendars across the team
  • Supporting office operations and keeping administrative workflows on track
  • Helping coordinate client events and educational workshops
  • Greeting clients and answering phones as part of the broader office team

Requirements

What We're Looking For

Must-haves:

  • 3+ years in a CSA, administrative, or client service role in a financial services or advisory firm
  • Hands-on experience with financial paperwork, client documentation, and office workflows
  • Strong attention to detail and the ability to manage multiple tasks in a multi-step process without dropping the ball
  • Comfortable owning your work independently with minimal supervision
  • Genuine warmth and a service-first mindset
  • Professionalism you'd be proud to put in front of any client

Nice to have:

  • Familiarity with CRM software or office management tools
  • Health and life insurance license, Series 7, or other financial services licensing
  • Experience supporting multiple advisors or a team-based practice

A Note on Licensing

If you don't already hold a Series 7 or insurance license, we'll support you in getting there. There's a pay increase that comes with it.

Benefits

Why Strong Tower

We're a small firm with a long-term mindset. The people who do well here aren't looking for a stepping stone. They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you.

Compensation and Benefits

  • Salary: $50,000–$65,000 depending on licensing and experience
  • Quarterly bonus opportunities
  • 401(k) with company contributions and profit sharing
  • $350/month health insurance stipend
  • Monthly fitness reimbursement
  • 24 days PTO per year plus all federal holidays
  • Hours: 8 AM–4 PM; close at 12 PM on Fridays during the summer
  • Employee and family outings
  • Professional development, training, and licensing opportunities

How to Apply

Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.