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Financial Client Services Associate Jobs in Pennsylvania

RH-USA Inc

Client Services Associate

King Of Prussia, PA · On-site

$25 - $29/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and ...

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of ...

RH

Client Services Associate

King Of Prussia, PA · On-site

$25 - $29/hr

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of ...

RH

Client Services Associate

King Of Prussia, PA

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of ...

Go Rentals

Client Services Associate

West Mifflin, PA

$20/hr

Financial protection and support , including life insurance, disability coverage, and legal ... Join our team as a Carcierge - Guest Services Associate in West Mifflin, PA, and deliver high-touch ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Pennsylvania?

For Financial Client Services Associate jobs in Pennsylvania, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Pennsylvania look for?

The top searched job categories for Financial Client Services Associate jobs in Pennsylvania are:

What cities in Pennsylvania are hiring for Financial Client Services Associate jobs?

Cities in Pennsylvania with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 3% Contract, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Client Services Associate

Yardley, PA • On-site

Financial Group of Philadelphia, Inc.
201 - 500 employees
Learn more about Financial Group of Philadelphia, Inc.external

Other

Medical, Retirement

Posted 11 hours ago

Posted today

Job description

About Us

Financial Group of Philadelphia is a family owned financial services firm built on trust, relationships and doing what is right for our clients. For generations, we have helped individuals, families and businesses plan their financial futures with care, integrity and personal attention. We are looking for someone who shares our values to help with the firms day to day operations.


We have a large footprint in our local community and we work in a fast-paced evolving environment.


Role Description

The client services associate supports client experience by providing exceptional client service, assisting in client relationship management and serving as administrative/operational support to our team and clients.


Qualifications/Skills

  • Operations Management and Team Management skills
  • College degree preferred
  • Industry experience is a bonus; not required.
  • Securities and/or insurance licensing or willing to obtain
  • Self starter - decision-making abilities
  • Strategic thinking and problem-solving skills
  • Software and Microsoft office
  • Detail oriented with strong organizational skills
  • Morningstar/Redtail/Luma/Firelight experience


Compensation/Benefits/Schedule

  • Strong competitive compensation with incentive compensation available (bonus)
  • Full suite of retirement and health benefits
  • On site Monday - Thursday. Friday remote until 12:30PM.
  • July 4th - Labor Day weekend, office is closed on Fridays.
  • Main office is located minutes away from I-95 - Newtown exit

Apply