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Client Service Associate Jobs in Pennsylvania (NOW HIRING)

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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Client Service Associate information

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$8

$17

$27

How much do client service associate jobs pay per hour?

As of Aug 7, 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 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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,732 per year, or $17.2 per hour.

Client Service Associate, Private Wealth

The Coury Firm

Pittsburgh, PA • On-site

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Client Service Associate, Private Wealth


REPORTS TO:

The Client Service Associate will report directly to the Sr. Advisor as well as to the Managing Director of Investment Operations, or their designee.


POSITION SUMMARY:

The position of Client Service Associate for The Coury Firm’s Private Wealth division (the “Firm”) is a core member of the Wealth team. The Client Service Associate will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of client administration to ensure accurate and timely execution of client service-related matters. Key duties include account servicing, money movements and cashiering functions, data review and reconciliation, reporting, custodial and counterparty coordination, and general assistance with the Firm’s operational processes, procedures, and internal/external communication.

This position will need to work collaboratively with a group of Private Wealth personnel, including but not limited to Advisors, other Client Service Associates, and Senior Management to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.

RESPONSIBILITIES:

  • Assists with client onboarding processes
  • Attend meetings if requested and assist with data gathering and meeting notes.
  • Assist with maintenance of relationships by responding to questions regarding investment accounts and procedures.
  • Interact with clients regarding different types of requests, such as money movement requests, account balances, re-ordering checks, charitable giving confirmations, etc.
  • Maintain client information updated in CRM and Document Management system.
  • Managing distribution/receipt of clients’ paperwork.
  • Utilize CRM to submit/assign tasks, create new contact entries, update existing contact information, utilize the dashboard feature to track tasks, run reports, etc.
  • Work with other teams (investment ops, reporting, Advisors, compliance, billing) on items such as preparation of client paperwork, preparing the meeting materials, facilitating various transactions (such as 529 distributions, insurance premium payments requests, etc.), and account maintenance on behalf of our clients.
  • Perform Money Movement transactions for accounts with SLOA (standing letter of authorization), or ACH established
  • Prepare client letters/emails as needed.
  • Manage the calendar; set appointments and meetings for Advisors. 
  • Confirm appointments directly with clients via email and/or phone.
  • Assist with travel arrangements and trip itineraries as needed.
  • Prepare Advisors expense reports to include coding and scanning receipts as needed
  • Schedule lunch and dinner reservations for client meetings as needed.
  • Perform other duties as and when needed.
  • Take ownership, as appropriate, of certain daily functions within client services.

QUALIFICATIONS:

A Client Service Associate at the Firm must possess the following qualifications:

  • Bachelor's Degree, with two or more years related experience
  • Series 65 or 66 to be obtained within 180 days of employment
  • Knowledge of industry rules and regulations; Schwab or other custodial platform experience is preferred
  • Possess exceptional professional verbal and written communication skills, including ability to interface in a professional, cordial, and confident manner
  • Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities
  • Maintain the ability to maintain discretion in handling confidential information
  • Ability to collaborate effectively and work well within a team structure
  • Ethically driven with an unwavering client commitment
  • Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
  • Proficiency in Portfolio Management Software and CRM systems

PROFESSIONAL QUALITIES & FOUNDING PRINCIPLES

The Client Service Associate must possess the following characteristics and principles:

  • Leadership: The ability to direct and contribute to initiatives and processes within the organization.
  • Ethical Practice: The ability to integrate core values, integrity, trustworthiness, and accountability throughout all organizational and business practices.
  • Effective Communication: The ability to effectively cooperate and exchange information with stakeholders, staff, and clients.
  • Critical Evaluation: The ability to interpret information to make business decisions and recommendations.
  • Global & Cultural Sensitivity and Effectiveness: The ability to value and consider the backgrounds and perspectives of all parties.
  • Relationship Management: The ability to manage interactions to provide service and to support the organization and its clients.
  • Business Acumen: The ability to understand and apply information that can contribute to the organization's strategic plan.

BENEFITS

At The Coury Firm, we believe our people are our greatest asset. We offer a comprehensive and competitive benefits package designed to support your personal, professional, and financial well-being.

 
Our benefits include: 

Competitive base salary with performance-based bonus opportunities

Comprehensive medical, dental, and vision insurance

401(k) plan with company match

Paid time off (PTO) and paid holidays

Continuing education and professional development support

Life and disability insurance

Opportunities for career advancement within a growing, entrepreneurial firm

Collaborative, team-oriented work culture 


FOUNDING PRINCIPLES
Unwavering Integrity - be ethical in everything you do

Tenacious work ethic - Always be prepared and one step ahead

Selfless Service - Act with selflessness, caring humility and passion

Strong Leadership - Do what is right, and not just what is easy 

Devotion to Education  - Be committed to personal client continued education

 
OUR CULTURE
At The Coury Firm, we foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally. We believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence. Every team member plays a critical role in delivering exceptional outcomes for our clients.

 
Equal Opportunity Employer
The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.

 
Ready to take the next step in your career with a firm that values excellence, collaboration, and long-term growth? Apply today.