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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 100% Full Time. Highlights an 100% In-person job distribution.

Client Services Associate

Chadds Ford, PA

Hueman PE Talent Solutions
See more jobs at Hueman PE Talent Solutionsexternal

Full-time

Re-posted 3 days ago

Job description

Lympha Press, a leader in home compression therapy, is offering an exciting opportunity to become part of our dynamic team as Client Services Associate.

As a Client Services Associate, you will be responsible for coordinating all aspects of patient case development and equipment order preparation for durable medical equipment. This Client Services Associate will support our Client Service Specialists. This position will be in-office.

Lympha Press is an industry-leading and award-winning organization specializing in home compression therapy products. For over 40 years, Lympha Press has produced the most well-regarded dynamic compression therapy systems and helped patients all over the world with lymphedema, venous insufficiency, and lipedema manage their condition and improve their quality of life.
Key Responsibilities:  

  • Collaborate closely with the Client Services Specialist to streamline and support the order processing workflow. 
  • Assist with follow-up tasks, including patient engagement calls and coordinating with prescribers to obtain outstanding paperwork.
  • Perform patient intake, ensuring accurate and timely documentation of medical necessity information in the system. 
  • Request, review, and document pertinent medical records from physician offices to ensure all necessary information is collected. 
  • Maintain clear and effective communication with internal team members to ensure smooth operations and resolution of any issues. 
  • Participate in traditional and e-learning program.
  • Work effectively with other company employees, managers, and departments.
  • Perform all job functions with Company Mission, Vision, and Goal Statements in mind. 
  • Perform other duties as assigned.
     


Job Qualifications:  

  • High school diploma or general education degree (GED). 
  • Must possess excellent verbal communication skills with a strong emphasis on being polite, friendly, helpful and courteous with all internal and external stakeholders.   
  • Must have the ability to demonstrate effective time management skills while working independently with minimal supervision. 
  • Must demonstrate proficient ability and practical knowledge of computers, software, and other office equipment
  • Knowledge of insurance guidelines; DME (Durable Medical Equipment) experience is a plus.  
  • Additionally, the applicant is expected to demonstrate the ability to quickly acquire knowledge of departmental program structure (Mission, Vision, and Goal Statements) and department policies and procedures
  • Must demonstrate proficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results. 

Lympha Press is always looking for hard-working, honest people who are motivated to succeed and willing to learn. Lympha Press is honored to be a certified Great Place to Work and recognized as a top employer by Philly Top Workplaces and Fortune Magazine.


Lympha Press has partnered with Hueman for its recruitment needs. If you are interested in learning more about a career with Lympha Press as a Client Services Associate, apply today!  
 

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