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Client Success Associate Jobs in Pennsylvania (NOW HIRING)

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Client Success Associate information

See Pennsylvania salary details

$18.5K

$53.1K

$93.2K

How much do client success associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client success associate in Pennsylvania is $53,118.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $65,700.00 per year, depending on experience, location, and employer.

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

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.
What are the most commonly searched types of Client Success jobs in Pennsylvania? The most popular types of Client Success jobs in Pennsylvania are:
What are popular job titles related to Client Success Associate jobs in Pennsylvania? For Client Success Associate jobs in Pennsylvania, the most frequently searched job titles are:
What job categories do people searching Client Success Associate jobs in Pennsylvania look for? The top searched job categories for Client Success Associate jobs in Pennsylvania are:
What cities in Pennsylvania are hiring for Client Success Associate jobs? Cities in Pennsylvania with the most Client Success Associate job openings:
Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $53,118 per year, or $25.5 per hour.

Client Service Associate Wealth Management

Client Growth Resources

Wexford, PA • On-site

$13.75 - $19/hr

Other

Re-posted 2 days ago

Job description

Client Service Associate – Financial Planning

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

  • Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.
  • Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.
  • Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will support the Advisors in:

  • Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
  • Preparing meeting presentations using PowerPoint.
  • Inputting information to financial planning and investment analysis software.
  • Managing the CRM program (AdviserEngine)
  • Processing financial account applications on Schwab Advisor Center

Qualifications: To thrive in this role, you should possess the following qualifications:

  • Education: Bachelor's degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
  • Prior experience with financial industry CRM a plus
  • Prior experience with Schwab plus
  • Prior experience with DocuSign a plus
  • Experience: A minimum of 2 years of experience in the financial services and investment advisory industry.
  • Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.
  • Relationship Management: Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.
  • Technical Proficiency: Strong proficiency in MS Excel and financial planning software.
  • Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!

Apply