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Client Service Associate Jobs in Beaver Falls, PA

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 ...

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 ...

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 ...

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 Beaver Falls, PA salary details

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How much do client service associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client service associate in Beaver Falls, PA is $15.35, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $17.21 per hour, depending on experience, location, and employer.

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.

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 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 much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Beaver Falls, PA are hiring for Client Service Associate jobs?

Cities near Beaver Falls, PA with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Beaver Falls, PA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $31,928 per year, or $15.3 per hour.

Client Service Associate

Bill Good Marketing

Butler, PA • On-site

$50K - $62K/yr

Full-time

Medical, Retirement, PTO

Re-posted 23 days ago

Job description

If you thrive in a busy, people-first environment and you're looking for a role where no two days are the same, this might be exactly what you've been waiting for.

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving clients since 1991. We've grown to nearly 1,000 clients and $262 million in assets under management, and we're still growing. 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, and the work moves fast. If you love being at the center of it all and find real satisfaction in getting things done, you'll fit right in.

What You'll Do

You'll be the operational backbone of our client service team. Day to day, that means:

  • Processing client service requests from start to finish: account paperwork, RMDs, money movement, transfers, and follow-ups
  • Managing appointments and calendar coordination across the team
  • Communicating with clients and keeping them informed on the status of their requests
  • Protecting advisor time by managing incoming tasks and filtering interruptions
  • Participating in brief daily team check-ins to keep everyone aligned across the office
  • Working inside our CRM-based workflow system, which is built to train you as you go

As you settle in, there's real room to grow. Depending on your background and goals, this role can expand into full operations management or, if you're licensed, into a Service Advisor role working directly with clients on their financial plans.

How to Apply

Apply through this posting and include a resume. We'll be in touch quickly for candidates who look like a strong fit. The process includes a phone screen, a skills and personality assessment, and a shadow day so you can see exactly what you're walking into before you commit.

Requirements

What We're Looking For

Must-haves:

  • Financial services experience; you should already know the language (RMDs, ACATs, transfers, account paperwork) without needing it explained from scratch
  • Strong task management skills; you can handle a high volume of work and know how to prioritize when everything feels urgent
  • Patience and composure in a fast-paced, frequently interrupted environment
  • Tech comfort; you don't need experience with our specific systems, but you need to learn new tools quickly and without stress
  • In-person availability; this role is based in our Butler, PA office, Monday through Friday

Nice to have:

  • Experience at a broker-dealer, RIA, or independent advisory firm
  • Active securities licenses (Series 7 or 65), or willingness to obtain them
  • CRM experience (any platform)

A note on culture: We're a faith-based team. Meetings often open or close with prayer. Caring for our clients and each other is built into how we operate. You don't have to share our faith, but you do need to be comfortable in that environment.

Benefits

What You Get
  • Salary: $50,000-$62,000 to start, willing to go higher for the right candidate
  • 401(k) with 5% employer match
  • $350/month health insurance stipend
  • PTO and all federal holidays
  • Relocation assistance available for the right out-of-area candidate
  • A team that genuinely looks out for each other, events that are genuinely fun (think hot air balloons and murder mystery dinners), and the kind of work culture that's hard to leave

Apply