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Senior Client Associate Jobs in Pennsylvania (NOW HIRING)

Citadel

Registered Client Associate

West Chester, PA · On-site

As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... clients, and Senior Financial Advisors. Responsibilities * Build and foster strong client ...

Citadel

Registered Client Associate

West Chester, PA · On-site

As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... clients, and Senior Financial Advisors. Responsibilities * Build and foster strong client ...

Pathstone

Senior Client Advisor

Newtown Square, PA · On-site

Serve as a mentor and operational resource to Associates and Senior Associates on matters including ... Develop new client relationships and continuously expand referral network, building Pathstone ...

Pathstone

Senior Client Advisor

Newtown Square, PA · On-site

Serve as a mentor and operational resource to Associates and Senior Associates on matters including ... Develop new client relationships and continuously expand referral network, building Pathstone ...

WSFS Bank

Senior Client Services Associate

Berwyn, PA

$53K - $88K/yr

The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth clients, advisors and vendors. The incumbent will support a team of client facing ...

Wsfsbank

Senior Client Services Associate

Berwyn, PA

$53K - $88K/yr

The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth clients, advisors and vendors. The incumbent will support a team of client facing ...

WSFS Bank

Senior Client Services Associate

Berwyn, PA · On-site

$53K - $88K/yr

The Senior Client Service Associate will be responsible for providing high-level service delivery to wealth clients, advisors and vendors. The incumbent will support a team of client facing ...

janney

As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships ...

janney

As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships ...

R1

Senior Client Service Analyst

Jenkintown, PA · On-site

$46K - $72K/yr

As a Senior Client Service Analyst on the Customer Success team, your role is to ensure that ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Pennsylvania

Senior Client Associate information

See Pennsylvania salary details

$29.1K

$74.4K

$133.3K

How much do senior client associate jobs pay per year?

As of Aug 3, 2026, the average yearly pay for senior client associate in Pennsylvania is $74,376.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,600.00 and $95,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are popular job titles related to Senior Client Associate jobs in Pennsylvania? For Senior Client Associate jobs in Pennsylvania, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Pennsylvania look for? The top searched job categories for Senior Client Associate jobs in Pennsylvania are:
What cities in Pennsylvania are hiring for Senior Client Associate jobs? Cities in Pennsylvania with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Pennsylvania as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,376 per year, or $35.8 per hour.

Registered Client Associate

Citadel Federal Credit Union

West Chester, PA • On-site

Full-time

Re-posted 18 days ago

Job description

As a Registered Client Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.

Responsibilities

  • Build and foster strong client relationships through superior member service.
  • Process new account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy.
  • Connect with others in a way that fosters trust and creates collaborative relationships.
  • Utilize available technology and tools to support efficient and effective time management.
  • Assist Advisors in organizing and implementing productivity-based campaigns.
  • Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.)
  • Follow up on outstanding requests (e.g., transfers, withdrawals, death claims) with fund/insurance company.
  • Manage lead queue, address leads promptly and provide detailed status updates.
  • Create financial reports and tracking of leads.
  • Back to Reps (BTR’s) - resolve BTR’s in a timely manner
  • Take buy and sell orders from clients and place them with registered B/D for execution (mutual funds, annuities, insurance)
  • Work directly with Broker/Dealer, Annuity and Fund Companies when appropriate.
  • Schedule appointments for client meetings and maintain accurate records of appointments on financial advisor’s calendar.
  • Comply with Citadel’s and broker-dealer’s operation and security and compliance procedures.
  • Perform other duties as assigned.

Qualifications and Education Requirements

  • High School Diploma.
  • Bachelor’s Degree (preferred)
  • 5 years of customer service and financial industry experience.
  • Securities Industry Essentials (SIE) exam is required.
  • Series 6 and 63 licenses, or ability to obtain within the first 6 months in role.
  • Proficient skills in Microsoft Office products.
  • Sincere interest in providing outstanding member service.

Additional Skills/Notes

  • Ability to set priorities and handle multiple tasks in a fast-paced work environment.
  • Dependable, responsible contributor committed to excellence and success.
  • Highly motivated self-starter who can work independently with minimal supervision.
  • Must display traits such as integrity, work ethic and team-orientation.
  • Sincere interest in providing outstanding member service.
    • Ability to build and foster strong client relationships through strong member service.

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