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Senior Client Associate Jobs in Philadelphia, PA

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 ...

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

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 ...

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 ...

New

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 ...

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 ...

New

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 Philadelphia, PA

Senior Client Associate information

See Philadelphia, PA salary details

$27.7K

$70.9K

$127.1K

How much do senior client associate jobs pay per year?

As of Aug 3, 2026, the average yearly pay for senior client associate in Philadelphia, PA is $70,913.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $90,800.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

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 job?

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.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

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.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What are popular job titles related to Senior Client Associate jobs in Philadelphia, PA? For Senior Client Associate jobs in Philadelphia, PA, the most frequently searched job titles are:
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What cities near Philadelphia, PA are hiring for Senior Client Associate jobs? Cities near Philadelphia, PA with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Philadelphia, PA as of July 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $70,913 per year, or $34.1 per hour.

Registered Client Associate

Citadel Federal Credit Union

West Chester, PA • On-site

Full-time

Re-posted 17 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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