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Client Service Associate Jobs in Bridgeville, PA

Client Service Associate

Pittsburgh, PA ยท 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 ...

Client Service Associate

Pittsburgh, PA

$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 ...

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 ...

Client Service Associate

Pittsburgh, PA ยท 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: โ€ข keep management systems up-to-date with client information โ€ข educate ...

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

Client Service Coordinator

Pittsburgh, PA ยท On-site

$17.50 - $22.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ...

Client Service Coordinator

Pittsburgh, PA ยท On-site

$17.50 - $22.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ...

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Client Service Associate information

See Bridgeville, PA salary details

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How much do client service associate jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for client service associate in Bridgeville, PA is $16.35, according to ZipRecruiter salary data. Most workers in this role earn between $13.32 and $18.37 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 cities near Bridgeville, PA are hiring for Client Service Associate jobs? Cities near Bridgeville, PA with the most Client Service Associate job openings:
Infographic showing various Client Service Associate job openings in Bridgeville, PA as of July 2026, with employment types broken down into 85% Full Time, 5% Part Time, and 10% Contract. Highlights an 100% In-person job distribution, with an average salary of $34,010 per year, or $16.4 per hour.

Client Service Associate

Waldron Private Wealth

Bridgeville, PA โ€ข On-site

$13.75 - $19/hr

Full-time

Re-posted 23 days ago


Job description

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.
In this role you will:
  • Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
  • Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
  • Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc.
  • Assist in the research and gathering of information to resolve a client issue.
  • Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
  • Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
  • Provide document management for CS department and other departments including document naming and uploading to document management system.
  • Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:
  • Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.
  • Minimum of one (1) year of experience within the finance industry preferred.
  • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.