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Senior Client Service Associate Jobs in Philadelphia, PA

PNC Bank

Client Service Associate

Philadelphia, PA · On-site

$13.75 - $19/hr

As a Client Service Associate within PNC Private Bank organization, you will be based in ... senior leadership. * Communicates with internal partners to identify potential issues, working ...

New

PNC

Client Service Associate

Philadelphia, PA

$13.75 - $19/hr

As a Client Service Associate within PNC Private Bank organization, you will be based in ... senior leadership. * Communicates with internal partners to identify potential issues, working ...

New

Kestra Financial

Client Service Associate

Trenton, NJ · On-site

$14.50 - $20/hr

Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service Associate is responsible for ...

Gallagher

Senior Client Service Manager

Media, PA

Overview At Gallagher, we're looking for a Senior Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and innovative insurance ...

Morgan Stanley

Client Service Associate

Mount Laurel, NJ · On-site

$32K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Moorestown, NJ · On-site

$32K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

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All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Philadelphia, PA

Senior Client Service Associate information

See Philadelphia, PA salary details

$29.3K

$74.9K

$134.2K

How much do senior client service associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for senior client service associate in Philadelphia, PA is $74,872.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,900.00 and $95,900.00 per year, depending on experience, location, and employer.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service.

What cities near Philadelphia, PA are hiring for Senior Client Service Associate jobs?

Cities near Philadelphia, PA with the most Senior Client Service Associate job openings:

Infographic showing various Senior Client Service Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, 1% Temporary, and 4% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $74,872 per year, or $36 per hour.

Senior Client Service Associate

Cerity Partners

Conshohocken, PA • On-site

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Senior Client Service Associate

The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account tasks, and handles escalated issues, ensuring seamless account openings, money movements, and paperwork processing. With a comprehensive understanding of investment products and regulations, the Senior Associate may provide basic financial advice if Series 65 certified. Strong leadership, problem-solving, and communication skills are essential.

Primary Responsibilities
  • Custodian interaction & paperwork processing:
    • Process account openings, funding, deposit electronic checks, money movements, 401(k) rollovers, process tasks with Custodians.
  • Maintain a fundamental understanding of the firm's investment offerings in order to contribute to portfolio discussions.
  • Schedule client meetings
  • Organize advisory team meetings and events.
  • Involvement in company committees and/or firm-wide initiatives.
  • Receive client calls and resolve questions or issues as needed.
  • Prepare for and provide follow-up for client meetings:
    • Prepare client forms and financial reports in advance of client meetings.
    • Attend meetings to take notes and send a summary to both the client and the advisory team.
  • Comprehensive knowledge of investment accounts, products and the forms required to transact business.
  • Lead internal coordination across departments to ensure all client tasks/follow-up is completed in a timely manner.
    • Drive proactive process improvements for advisors and CSA team members.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed
  • Provide ongoing maintenance and quality control of CRM.
  • Execute client appreciation and retention activities
  • Upon obtaining the Series 65 license:
    • Give basic financial advice
    • Assist with 401(k) rollovers
Required Qualifications:
  • Bachelor's degree
  • 5+ years of experience
Preferred Qualifications:
  • Series 65 licensing
  • Completion of CFP®
Skills and Competencies:
  • Demonstrate strong and effective communication, organizational and time management skills.
  • Comprehensive knowledge of investment accounts, products and the forms required to transact business.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.
Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at a time.
Compensation Range:

$70,000 - $85,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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