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Client Services Associate Jobs in Erie, PA (NOW HIRING)

Financial Wellness Associate

Erie, PA · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in ...

FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in ...

Firm Resource Manager

Erie, PA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... client, McGill, Power, Bell & Associates, LLP (MPB) , Decision Associates is seeking a Firm Resource Manager to drive the optimization of staff deployment and scheduling across client service teams.

Firm Resource Manager

Erie, PA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... client, McGill, Power, Bell & Associates, LLP (MPB) , Decision Associates is seeking a Firm Resource Manager to drive the optimization of staff deployment and scheduling across client service teams.

Firm Resource Manager

Erie, PA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... client, McGill, Power, Bell & Associates, LLP (MPB) , Decision Associates is seeking a Firm Resource Manager to drive the optimization of staff deployment and scheduling across client service teams.

Tax Associate

Erie, PA · On-site

$21 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Under the direction of the Filing Services Team Lead this role will be responsible for completing ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Pay Starts At: $13.50

General Dentist

Erie, PA · On-site

$200K - $300K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Full-Time Associate Dentist Our client is seeking an ambitious and personable Full-Time Associate ... The practice offers a wide range of services including general dentistry, endodontics, oral surgery ...

Sales Associate - Chico's

Erie, PA

$13.50 - $18.50/hr

Customer Experience • Models and promotes the Most Amazing Personal Service (MAPS) principles and ... client communication through utilization of customer book. Operational Excellence • Supports ...

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Client Services Associate information

See Erie, PA salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client services associate in Erie, PA is $21.70, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $24.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
What are popular job titles related to Client Services Associate jobs in Erie, PA? For Client Services Associate jobs in Erie, PA, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Erie, PA look for? The top searched job categories for Client Services Associate jobs in Erie, PA are:
What cities near Erie, PA are hiring for Client Services Associate jobs? Cities near Erie, PA with the most Client Services Associate job openings:
Infographic showing various Client Services Associate job openings in Erie, PA as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $45,146 per year, or $21.7 per hour.

Financial Wellness Associate

Keybank

Erie, PA • On-site

$19.23 - $28.37/hr

Full-time

Re-posted 18 days ago


KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks


Job description

Location:

1401 State Street, Unit 105 - Erie, Pennsylvania 16501Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
  • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
  • Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
  • Acts as a resource to identify and resolve more complex client servicing issues.
  • Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
  • Consistently attains individual activity, behavior, and outcome goals and expectations.
  • Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
  • Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
  • Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
  • Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
  • Work on Saturdays as directed by management.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • High School Diploma GED, or equivalent business experience (required)

Work Experience
  • Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
  • Experienced in cash handling. (required)
  • General understanding of PC with Windows based applications and calculator. (required)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)

Licenses and Certifications
  • Notary License within 180 Days (preferred)

Skills
  • Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
  • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
  • Strong work ethic and high level of integrity.
  • Excellent time management skills.
  • Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
  • Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
  • Educating clients on financial concepts, products, and services to empower them to make informed decisions.
  • Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
  • Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
  • Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
  • Ability to gain market insight and spot trends to provide sound financial strategies.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands
  • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

Work Location Category
  • Office-Based

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 09/18/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.


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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849