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Client Service Associate Jobs in Phoenixville, PA

Gallagher

Client Service Associate

Media, PA · On-site

$14.50 - $20/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...

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

Client Service Associate information

See Phoenixville, PA salary details

$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 Phoenixville, PA is $17.27, according to ZipRecruiter salary data. Most workers in this role earn between $14.04 and $19.38 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 cities near Phoenixville, PA are hiring for Client Service Associate jobs? Cities near Phoenixville, PA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Phoenixville, PA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $35,925 per year, or $17.3 per hour.

Client Service Associate (Wealth Management)

Atlantic Group

Philadelphia, PA • On-site

$75K/yr

Other

Re-posted 26 days ago

Job description

  • Location: Philadelphia, PA
  • Type: Perm (Contingency)
  • Job #49046
  • Salary: $75,000
Job Overview - Client Service Associate (Wealth Management)
Location: Philadelphia, PA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate (Wealth Management) in Philadelphia, PA for our client. This role supports investment advisory operations, client onboarding, account administration, and financial planning activities within a high-net-worth wealth management environment. The ideal candidate has experience supporting financial advisors or clients within a brokerage, RIA, or financial planning firm and thrives in a fast-paced, client-focused setting.
Responsibilities as the Client Service Associate (Wealth Management):
  • Account Administration: Prepare and process account opening documents, transfer paperwork, custodial forms, and account maintenance requests.
  • Client Support: Assist with client servicing activities, respond to administrative requests, and support ongoing advisor-client communications.
  • Custodian Coordination: Work closely with custodians to facilitate account setup, funding activity, and transfer processing.
  • Meeting Preparation: Assemble client review materials, financial reports, and presentation packets for advisor meetings.
  • Record Management: Maintain accurate client records and manage sensitive documents, checks, and time-sensitive correspondence.
  • Operational Support: Coordinate scheduling, mailings, and administrative logistics while supporting day-to-day office operations.
Qualifications for the Client Service Associate (Wealth Management):
  • Education: Bachelor's degree is required.
  • Experience: 1-5 years of client service, operations, or administrative experience within wealth management, brokerage, or financial advisory environments is required.
  • Industry Knowledge: Familiarity with investment advisory operations, custodial platforms, and financial planning support processes is preferred.
  • Technical Skills: Proficiency with Microsoft Office Suite, particularly Excel, and experience working with Schwab, Fidelity, or similar custodial platforms is preferred.
  • Skills & Attributes: Strong organizational skills, attention to detail, communication abilities, professionalism, and the ability to manage multiple priorities are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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