ZipRecruiter

Log In

1

Client Service Operations Associate Jobs in Pennsylvania

Stifel

Client Service Associate

Bethel Park, PA · On-site

$14 - $19.25/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

LVMH

Operations Associate - Full Time

North Wales, PA · On-site

$19.80 - $22.90/hr

VOTRE PROFIL Operations Associate - Full Time Publiée le 31.08.2026 Sephora Retail Référence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Stifel

Client Service Associate

Bethel Park, PA · On-site

$14 - $19.25/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

Stifel

Client Service Associate

Bethel Park, PA · On-site

$14 - $19.25/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

LVMH

Operations Associate - Flex

Wayne, PA · On-site

$19.80 - $22.90/hr

* LE POSTE * VOTRE PROFIL Operations Associate - Flex Publiée le 28.08.2026 Sephora Retail ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Smoker & Company LLC

Client Service Associate

Ephrata, PA · On-site

$24 - $35/hr

Position Overview Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and ...

Smoker & Company LLC

Client Service Associate

Ephrata, PA · On-site

$24 - $35/hr

Position Overview Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and ...

Smoker & Company

Client Service Associate

Ephrata, PA · On-site

$24 - $35/hr

Position Overview Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and ...

PNC

Client Service Associate

Pittsburgh, PA · On-site

$14 - $19.50/hr

As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our ...

PNC Bank

Client Service Associate

Pittsburgh, PA

$14 - $19.50/hr

As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our ...

next page

Showing results 1-20

All JobsClient Service Operations Associate JobsClient Service Operations Associate Jobs in Pennsylvania

Client Service Operations Associate information

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities in Pennsylvania are hiring for Client Service Operations Associate jobs?

Cities in Pennsylvania with the most Client Service Operations Associate job openings:

Client Service Operations Associate jobs near you

Client Service Associate

Wayne, PA • On-site

New Day Executive Search
See more jobs at New Day Executive Searchexternal

$60K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Job description

Client Service & Operations Associate

Location: Radnor, PA

Salary: Starting at $60,000/year + Bonus Potential (Up to 15%)

We're a fast-growing boutique financial services firm in Radnor, seeking an organized and detail-oriented Insurance Coordinator to join our retirement plan advisory team. You'll play an integral role supporting client communications, coordinating with TPAs and recordkeepers, managing projects, and preparing paperwork to ensure smooth client operations.

About You:
  • Early-career professional with 1–3 years in financial services or client operations
  • Strong attention to detail and excellent communication skills
  • Comfortable handling multiple deadlines in a team-oriented environment
  • Eager to grow in the retirement plan or wealth management industry
Key Responsibilities:
  • Support advisors with client meetings, materials, and follow-up actions
  • Maintain CRM records and prepare client deliverables
  • Coordinate operational tasks with third-party administrators and custodians
  • Manage workflows, track project progress, and ensure timely task completion
  • Assist with billing, compliance documentation, and firm initiatives
Qualifications:
  • Bachelor's degree required (Finance, Economics, Business, or related)
  • Proficient with Microsoft Office; CRM experience a plus (Salesforce, Redtail, Wealthbox)
Benefits:
  • 401(k) with match, Health, Dental & Vision insurance
  • Long-term disability coverage
  • Generous paid time off
  • Education, license, and training reimbursement
  • Bonus potential up to 15% of salary
Why Join Us?
  • Be part of a nationally recognized, top-performing team
  • Enjoy a collaborative culture focused on continuous improvement
  • Opportunities for career growth as the firm expands

If you are passionate about client service and operations and want to grow your career in financial advisory, apply today!

Apply