ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Philadelphia, PA

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 · On-site

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 ...

next page

Showing results 1-20

All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Philadelphia, PA

Financial Client Services Associate information

See Philadelphia, PA salary details

$14

$32

$68

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

As of Aug 30, 2026, the average hourly pay for financial client services associate in Philadelphia, PA is $32.25, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.66 per hour, depending on experience, location, and employer.

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 Philadelphia, PA?

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

What job categories do people searching Financial Client Services Associate jobs in Philadelphia, PA look for?

The top searched job categories for Financial Client Services Associate jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Financial Client Services Associate jobs?

Cities near Philadelphia, PA 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 Philadelphia, PA as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 84% In-person, 12% Hybrid, and 4% Remote job distribution, with an average salary of $67,086 per year, or $32.3 per hour.

Client Services Associate

BAYADA Home Health Care

Philadelphia, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Bayada Home Health Care rating

7.0

Company rating: 7.0 out of 10

Based on 251 frontline employees who took The Breakroom Quiz

420th of 895 rated healthcare providers

Job description

Client Services Associate

BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Philadelphia, PA pediatrics office. This position is on site Monday-Friday 8:30am-5pm.

Through hands-on experience and mentorship, Client Services Associates gain valuable exposure to all aspects of office operations, client services, scheduling, staffing, and team management — preparing them for future growth opportunities within the organization, including advancement into Client Services Manager roles.

Responsibilities:
  • Coordinate and assist with managing client services, scheduling, and staffing needs
  • Support field staff in delivering high-quality home health services
  • Assist with various administrative tasks
  • Foster positive communication and engagement with field employees
  • Support employee recognition and retention initiatives
  • Maintain accurate documentation and data entry within company systems
Qualifications:
  • Bachelor’s degree required
  • Customer service experience preferred
  • Strong interpersonal, organizational, and communication skills
  • Demonstrated ability to achieve goals and build professional relationships
  • Ambition to grow professionally and advance within the organization
  • Proficiency with Microsoft Office and strong computer/data entry skills
  • Comfortable with phone communication and relationship-building outreach
BAYADA Offers:

BAYADA Home Health Care offers a comprehensive benefits package, including:

  • Paid holidays, vacation, and sick time
  • Medical, dental, and vision insurance
  • Employer-paid life insurance
  • 401(k) with company match
  • Direct deposit
  • Employee Assistance Program (EAP)
  • Career growth and development opportunities
  • To learn more about BAYADA Benefits, click here

As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.

BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.

BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

What Bayada Home Health Care employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bayada Home Healthcare logo

About Bayada Home Healthcare

Sourced by ZipRecruiter

BAYADA has a special purpose: to help people of all ages have a safe home life with comfort, independence, and dignity. We believe our clients and their families deserve the highest quality home health care delivered with compassion, excellence, and reliability - our core values, affording them the opportunity to remain at home and receive the medical care required.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Moorestown, NJ, US

Year founded

1975

View All Bayada Home Healthcare Jobs

Apply