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Client Service Associate Jobs in Doylestown, PA (NOW HIRING)

Kestra Financial

Client Service Associate

Trenton, NJ · On-site

$14.50 - $20/hr

  • Retirement

  • PTO

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 ...

INTREPID

Be Seen First

Client Service Associate

Philadelphia, PA · On-site

$800 - $1.2K/wk

Client Service Associate Company: Intrepid Inc Location: Bensalem/Northeast, Philadelphia, PA (In-person) Pay: $800-$1,200 per week About the Role We're looking for motivated, people-driven ...

INTREPID

Be Seen First

Client Service Associate

Philadelphia, PA · On-site

$800 - $1.2K/wk

Client Service Associate Company: Intrepid Inc Location: Bensalem/Northeast, Philadelphia, PA (In-person) Pay: $800-$1,200 per week About the Role We're looking for motivated, people-driven ...

Cerity Partners

Senior Client Service Associate

Philadelphia, PA · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Senior Client Service Associate The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client ...

Cerity Partners

Senior Client Service Associate

Conshohocken, PA · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Senior Client Service Associate The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client ...

Public Consulting Group

Client Service Associate 1

Trenton, NJ · On-site

$14.50 - $20/hr

  • Medical

  • Dental

  • Retirement

  • PTO

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

Ceritypartners

Senior Client Service Associate

Conshohocken, PA

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account ...

Cerity Partners

Senior Client Service Associate

Conshohocken, PA · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Doylestown, PA

Client Service Associate information

See Doylestown, PA salary details

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How much do client service associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for client service associate in Doylestown, PA is $16.78, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.85 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 Doylestown, PA are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Doylestown, PA as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $34,906 per year, or $16.8 per hour.

Client Service Associate

Kestra Financial

Trenton, NJ • On-site

$14.50 - $20/hr

Other

Retirement, PTO

Posted 15 days ago

Job description

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

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