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

WSFS Bank

Senior Client Services Associate

Berwyn, PA · On-site

$53K - $88K/yr

Senior Client Service Associate At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can ...

Wsfsbank

Senior Client Services Associate

Berwyn, PA · On-site

$53K - $88K/yr

We Stand For Service is more than part of our name, it's our mission and our purpose. The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth ...

WSFS Bank

Senior Client Services Associate

Berwyn, PA · On-site

$53K - $88K/yr

The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth clients, advisors and vendors. The incumbent will support a team of client facing ...

WSFS Bank

Senior Client Services Associate

Berwyn, PA · On-site

$53K - $88K/yr

We Stand For Service is more than part of our name, it's our mission and our purpose. The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth ...

RH-USA Inc

Client Services Associate

King Of Prussia, PA · On-site

$25 - $29/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling ... Create a luxury service experience in every interaction * Exhibit broad understanding of the ...

Turn2Partners

Client Service Specialist

Fountain Hill, PA · On-site

$16.75 - $22.25/hr

Associate degree or a comparable combination of education and relevant experience Experience using ... Build valuable experience across client service and financial operations * Benefit from a hybrid ...

Turn2Partners

Client Service Specialist

Bethlehem, PA · On-site

$16.75 - $22.25/hr

Associate degree or a comparable combination of education and relevant experience Experience using ... Build valuable experience across client service and financial operations * Benefit from a hybrid ...

RH

Client Services Associate

King Of Prussia, PA · On-site

$25 - $29/hr

Client Services Associates play an integral role in providing luxury service and assessing the ... Create a luxury service experience in every interaction * Exhibit broad understanding of the ...

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Showing results 21-40

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

Client Service Associate information

See Pottstown, PA salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client service associate in Pottstown, PA is $16.66, according to ZipRecruiter salary data. Most workers in this role earn between $13.56 and $18.70 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 Pottstown, PA are hiring for Client Service Associate jobs? Cities near Pottstown, PA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Pottstown, PA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $34,648 per year, or $16.7 per hour.

Client Service Associate - 2/13 Strategic Partners

Hightower Signature Wealth

Wayne, PA • On-site

Other

Medical, Dental, Vision, Retirement

Posted yesterday

New

Job description

Client Service Associate

We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth.

What You'll Do

  • Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
  • Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
  • Work with partners and team members to respond to client requests
  • Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
  • Proactive outreach to clients to share practice services, including their digital experience
  • Use CRM platform to manage and document all workflows
  • Participate in projects and internal working groups to ensure our client's needs are represented in practice plans
  • Provide support for advisors by answering phones and responding to client requests
  • Support Advisors and our practice with operational tasks

What You'll Bring

  • Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
  • Natural desire to be a problem solver
  • Anticipate challenges and address them
  • Take pride in your attention to detail
  • Ability to manage changing priorities in a day, and set expectations with others
  • Experience in Word, Excel, PowerPoint, Outlook, and Adobe
  • Experience in Client Relationship Management system (Salesforce preferred)
  • Experience in custodian platform (Schwab preferred)
  • FINRA Securities licenses a plus
  • Bachelor's degree preferably in business, accounting, finance, economics, or related experience

What We Offer

  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

    • Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

    AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

    Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

    You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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