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Financial Client Service Associate Jobs in York, PA

Wawa

Customer Service Associate

Harrisburg, PA · On-site

$15 - $18.75/hr

Customer Service Associate (CSA) As a Customer Service Associate (CSA), you are the friendly face ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

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

Financial Client Service Associate information

See York, PA salary details

$13

$31

$66

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 York, PA is $31.46, according to ZipRecruiter salary data. Most workers in this role earn between $20.34 and $33.85 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 York, PA are hiring for Financial Client Service Associate jobs?

Cities near York, 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 York, PA as of August 2026, with employment types broken down into 71% Full Time, and 29% Part Time. Highlights an 97% In-person, and 3% Hybrid job distribution, with an average salary of $65,429 per year, or $31.5 per hour.

Client Service Associate - Harrisburg, PA

Harrisburg, PA • On-site

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

$50K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Client Service Associate
Our well-established financial firm in Harrisburg, PA is seeking to add a Client Service Associate to our team! Our ideal team member has experience in the insurance, securities, or banking industries, and has excellent client relationship skills. This position is ideal for someone who is seeking a long-term position in the industry with the potential for advancement and who may be interested in becoming a financial advisor.
Requirements:
  • PA Life and Annuity insurance license, or the ability to obtain within 6 months of hire
  • Proficient with MS Office Suite (Outlook, Excel, Word)
  • Strong organizational, communication amp; customer service skills
  • 1+ years of experience in the financial industry (Insurance, Securities, Banking, etc.)

Responsibilities:
Assist the financial advisor in preparing for client meetings, processing paperwork, and implementing changes to client portfolios.
Managing the client relationship through services including answering calls, sending, and receiving mail and email correspondence, scheduling meetings.
Basic understanding of investment products used amp; recommended for clients.
Salary:
Starting salary $50,000- $60,000 based on experience amp; licensing
Benefits:
  • 100% employer match up to 10% of 401k contributions
  • Health, Dental, Vision – employer paid for employee
  • Short and Long-Term Disability
  • Life Insurance Policy $100,000,000 - employer paid
  • Generous paid time off package
  • Paid major holidays (determined each year at companies’ discretion)
  • Paid working lunches - lunch provided
  • Employer paid continuing education (Insurance amp; Securities Licenses)

Presented by Advisor Employee Services
Thank you for your interest in the Client Service Associate. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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