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Financial Client Service Associate Jobs in Philadelphia, PA

Kestra Financial

Client Service Associate

Trenton, NJ · On-site

$14.50 - $20/hr

Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service Associate is responsible for ...

PNC Bank

Client Service Associate

Philadelphia, PA · On-site

$13.75 - $19/hr

As a Client Service Associate within PNC Private Bank organization, you will be based in ... with financial incentives. In addition, PNC generally provides the following paid time off ...

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Financial Client Service Associate information

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$32

$68

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Philadelphia, PA is $32.25, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.66 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Philadelphia, PA are hiring for Financial Client Service Associate jobs?

Cities near Philadelphia, PA with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $67,086 per year, or $32.3 per hour.

Client Service Associate

Trenton, NJ • On-site

Kestra Financial
Finance and Insurance • 201 - 500 employees
Learn more about Kestra Financialexternal

$14.50 - $20/hr

Other

Retirement, PTO

Posted 22 days ago

Job description

Client Service Associate (CSA)

Financial Advisor Office / Wealth Management Practice

Position Title

Client Service Associate (CSA)

Position Summary

The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.

Key Responsibilities

Client Relationship Management

  • Serve as the primary point of contact for client service requests and inquiries.

  • Build and maintain strong relationships with clients through professional and timely communication.

  • Assist clients with account maintenance, paperwork, and general service needs.

  • Coordinate client meetings and prepare meeting materials.

Account Administration

  • Process new account openings, transfers, rollovers, and account updates.

  • Prepare and track client paperwork to ensure accurate and timely completion.

  • Monitor account documentation and maintain organized client records.

  • Assist with beneficiary changes, address updates, distributions, and other account servicing requests.

Operations & Compliance

  • Ensure all client transactions and documentation comply with regulatory and firm requirements.

  • Maintain accurate records in CRM and portfolio management systems.

  • Assist with compliance reviews, audits, and supervisory requests.

  • Follow procedures for handling confidential client information.

Advisor Support

  • Support financial advisors with meeting preparation and follow-up activities.

  • Generate reports, client summaries, and presentation materials.

  • Assist with marketing events, workshops, and client appreciation activities.

  • Help manage workflow priorities and operational deadlines.

Client Communication

  • Respond promptly to client emails and phone calls.

  • Coordinate with custodians, insurance companies, and other financial institutions regarding client requests.

  • Provide status updates on pending transactions and service requests.

Qualifications

Required

  • Associate's or Bachelor's degree preferred in Business, Finance, Accounting, or related field.

  • 2+ years of client service, banking, financial services, or administrative experience.

  • Strong verbal and written communication skills.

  • Excellent organizational and multitasking abilities.

  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

Preferred

  • Experience in wealth management, financial planning, banking, or brokerage services.

  • Knowledge of financial products, retirement accounts, and investment accounts.

  • Experience with CRM systems such as Redtail, Salesforce, Wealthbox, or similar platforms.

Key Competencies

  • Client-focused service mentality

  • Attention to detail and accuracy

  • Professionalism and confidentiality

  • Strong problem-solving skills

  • Ability to work independently and as part of a team

  • Time management and organization

  • Adaptability in a fast-paced environment

Compensation & Benefits

  • Competitive salary

  • Bonus/incentive opportunities

  • Retirement plan participation

  • Paid time off and holidays

  • Professional development and licensing support

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