Financial Wellness Associate
$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 ...
$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 ...
$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 ...
Erie, PA · On-site
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 ...
Erie, PA · On-site
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 ...
As an associate financial advisor at Edward Jones, you'll work with the broader practice team ... client service. In partnership with the financial advisor, you'll play a critical role in sourcing ...
As an associate financial advisor at Edward Jones, you'll work with the broader practice team ... client service. In partnership with the financial advisor, you'll play a critical role in sourcing ...
Supervise and lead associate and senior associate team members to manage responsibilities and deadlines on client engagements * Develop skills to attract new clients and market the company's services ...
Supervise and lead associate and senior associate team members to manage responsibilities and deadlines on client engagements * Develop skills to attract new clients and market the company's services ...
... 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.
... 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.
Erie, PA · On-site
... 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.
Quick apply
Erie, PA · On-site
... 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.
Erie, PA · On-site
... 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.
Erie, PA · On-site
... 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.
... services as well as some in-home support to their clients. The comfort, safety & security of their clients is of paramount importance, so the successful candidate will be patient, kind & caring; be ...
... services as well as some in-home support to their clients. The comfort, safety & security of their clients is of paramount importance, so the successful candidate will be patient, kind & caring; be ...
... Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams * Communicate workload status and resolve service ...
... Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams * Communicate workload status and resolve service ...
... Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams * Communicate workload status and resolve service ...
... Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams * Communicate workload status and resolve service ...
Erie, PA · On-site
$21 - $26/hr
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 ...
Erie, PA · On-site
$21 - $26/hr
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 ...
This position interacts daily with Customers, Technicians, Collision Manager, Service Associates ... This job requires "people" skills and a genuine desire to service the client. A positive attitude ...
This position interacts daily with Customers, Technicians, Collision Manager, Service Associates ... This job requires "people" skills and a genuine desire to service the client. A positive attitude ...
Erie, PA · On-site
$15/hr
This position interacts daily with Customers, Technicians, Collision Manager, Service Associates ... This job requires "people" skills and a genuine desire to service the client. A positive attitude ...
Erie, PA · On-site
$15/hr
This position interacts daily with Customers, Technicians, Collision Manager, Service Associates ... This job requires "people" skills and a genuine desire to service the client. A positive attitude ...
This position interacts daily with Customers, Technicians, Collision Manager, Service Associates ... This job requires "people" skills and a genuine desire to service the client. A positive attitude ...
Quick apply
This position interacts daily with Customers, Technicians, Collision Manager, Service Associates ... This job requires "people" skills and a genuine desire to service the client. A positive attitude ...
Erie, PA · On-site
$13.50/hr
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
Erie, PA · On-site
$13.50/hr
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
As an Associate Relationship Strategist within PNC's Private Bank organization, you will be based ... Ensures a strong client commitment and advocacy by delivering proactive and responsive service to ...
As an Associate Relationship Strategist within PNC's Private Bank organization, you will be based ... Ensures a strong client commitment and advocacy by delivering proactive and responsive service to ...
As an Associate Relationship Strategist within PNC's Private Bank organization, you will be based ... Ensures a strong client commitment and advocacy by delivering proactive and responsive service to ...
As an Associate Relationship Strategist within PNC's Private Bank organization, you will be based ... Ensures a strong client commitment and advocacy by delivering proactive and responsive service to ...
As an Associate Relationship Strategist within PNC's Private Bank organization, you will be based ... Ensures a strong client commitment and advocacy by delivering proactive and responsive service to ...
As an Associate Relationship Strategist within PNC's Private Bank organization, you will be based ... Ensures a strong client commitment and advocacy by delivering proactive and responsive service to ...
Erie, PA · On-site
$200K - $300K/yr
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 ...
Erie, PA · On-site
$200K - $300K/yr
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 ...
Erie, PA · On-site
$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 ...
Erie, PA · On-site
$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 ...
$9.78 - $12.49
3% of jobs
$12.49 - $15.20
12% of jobs
$16.37 is the 25th percentile. Wages below this are outliers.
$15.20 - $17.91
23% of jobs
The median wage is $19.21 / hr.
$17.91 - $20.62
24% of jobs
$22.85 is the 75th percentile. Wages above this are outliers.
$20.62 - $23.33
15% of jobs
$23.33 - $26.04
10% of jobs
$26.04 - $28.75
6% of jobs
$28.75 - $31.46
2% of jobs
$31.46 - $34.17
2% of jobs
$34.17 - $36.88
1% of jobs
$36.88 - $39.59
1% of jobs
$9
$21
$39
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.
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting 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.
For Client Services Associate jobs in Erie, PA, the most frequently searched job titles are:
The top searched job categories for Client Services Associate jobs in Erie, PA are:
Cities near Erie, PA with the most Client Services Associate job openings:

8.2
Based on 99 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
Location:
1401 State Street, Unit 105 - Erie, Pennsylvania 16501Job SummaryCOMPENSATION 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.
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.
Banking and credit intermediation
10,000+ Employees
Cleveland, OH, US
1849