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Financial Client Service Associate Jobs in Pittsburgh, PA

Bill Good Marketing

Client Service Associate

Butler, PA

$50K - $62K/yr

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving ... We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving ... We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving ... We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving ... We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving ... We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people ...

BNY Mellon

Specialist, Client Service

Pittsburgh, PA · On-site

Specialist, Client Service At BNY, our culture allows us to run our company better and enables ... As a leading global financial services company at the heart of the global financial system, we ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Pittsburgh, PA

Financial Client Service Associate information

See Pittsburgh, PA salary details

$13

$31

$65

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

As of Aug 25, 2026, the average hourly pay for financial client service associate in Pittsburgh, PA is $31.03, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $33.37 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 Pittsburgh, PA are hiring for Financial Client Service Associate jobs?

Cities near Pittsburgh, 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 Pittsburgh, PA as of August 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 100% In-person job distribution, with an average salary of $64,541 per year, or $31 per hour.

Client Service Associate-HYBRID

Allegheny Financial Group

Pittsburgh, PA • Hybrid

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Description

We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.


This role will enjoy a hybrid schedule but will spend more time in the Pittsburgh, Pennsylvania office during the orientation and training period. Once fully trained this position will spend one day a week in the office. This position reports to the Client Service Manager.


As a Client Service Associate, no two days look the same, but most will include a mix of the following:

  • Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-mail, and written correspondence.
  • Act as the liaison between the clients, advisors, and mutual fund companies. Performs transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement.
  • Support and collaborate with financial advisors for daily client meetings and calendar activities.
  • Master essential trading and money movement processes and procedures.
  • Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.
  • Maintains CRM database - from entering new client data through confirming account closure procedures.
  • Utilize eMoney financial planning software to update client portal information and generate reports.
  • Assist clients with online access to their client portal, investment accounts and market data.
  • Acquire working knowledge in specialized areas of client administration such as estates and retirement.

Requirements

You might be a great match if you have:

  • Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds.
  • Financial services industry experience is a strong preference.
  • Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience.
  • Advanced user of Microsoft Word, Excel and Outlook.
  • Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
  • Strong attention to detail with high level of accuracy, initiative, and follow-through.
  • Self-motivated and responsible with ability to work effectively both independently and as part of a team.
  • Ability to adapt and stay current on software applications, operational procedures, and industry regulations.
  • Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification.

What AFG Offers:

  • A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
  • Generous paid time off program.
  • A best-in-class 401K plan with online planning and reporting tools.
  • Wellness program with additional time off rewards.
  • Easily accessible office with free parking for onsite days.

Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 49 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group

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