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Financial Client Services Associate Jobs in Pennsylvania

Professional Planning Associates

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Financial Services Manager

Philadelphia, PA · On-site

$65K - $75K/yr

Utilize client and investment software to find necessary data * Perform numerical calculations ... Associates has been in the business of providing financial planning services since it was founded ...

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Professional Planning Associates

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Financial Services Administrator

Philadelphia, PA · On-site

$50K - $60K/yr

Gather necessary forms for client meetings * Send letters and forms to clients upon request ... Company Description Professional Planning Associates has been in the business of providing ...

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Oppenheimer & Co Inc

$50 - $75/hr

... of activities in the financial services industry, including retail securities brokerage ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...

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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 Associate - Financial Services

SUMMIT FINANCIAL GROUP INC

Dublin, PA • On-site

$45K - $55K/yr

Full-time

Medical, Retirement, PTO

Re-posted 7 days ago

Job description

Benefits:
  • 401(k)
  • Employee discounts
  • Health insurance
  • Paid time off
  • 401(k) matching
  • Competitive salary
  • Training & development

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.
Position Required Skills
·       Demonstrates strong leadership and office management skills
·       Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service
·       Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration
·       Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
·       Develops, promotes, and executes best practices for the day-to-day operation of the office
·       Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
·       Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career
·       Applies strong critical thinking and problem-solving skills to meet clients’ needs
Candidate Requirements
·       Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)
·       Professional or relevant internship experience in financial, banking, and/or insurance environment preferred
·       Must be willing to obtain the Series 65 and Insurance Life/Health licenses 
·       Knowledge of investment and banking products, policies & procedures
·       Strong client service & technical skills (MS Word & Excel and CRM)
·       Strong communication, time management and organizational skills
·       Excellent attention to detail is a must for processing financial documents
·       Knowledge of investment and annuity systems highly preferred
·       Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team