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Senior Client Service Associate Jobs in Pittsburgh, PA

Stifel

Client Service Associate

Pittsburgh, PA · On-site

$14 - $19.50/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Stifel

Client Service Associate

Pittsburgh, PA · On-site

$14 - $19.50/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Stifel

Client Service Associate

Pittsburgh, PA

$14 - $19.50/hr

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

Bill Good Marketing

Client Service Associate

Butler, PA · On-site

$50K - $62K/yr

We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit ...

UBS

Client Service Associate

Pittsburgh, PA · On-site

$13.50 - $18.75/hr

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...

UBS

Client Service Associate

Pittsburgh, PA · On-site

$55K - $75K/yr

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...

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

Senior Client Service Associate information

See Pittsburgh, PA salary details

$27.1K

$69.3K

$124.3K

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

As of Aug 9, 2026, the average yearly pay for senior client service associate in Pittsburgh, PA is $69,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $88,800.00 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 Pittsburgh, PA are hiring for Senior Client Service Associate jobs? Cities near Pittsburgh, PA with the most Senior Client Service Associate job openings:

Client Service Associate

Waldron Private Wealth

Bridgeville, PA • On-site

$13.75 - $19/hr

Other

Re-posted yesterday

Job description

Client Service Associate

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.

In this role you will:

  • Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
  • Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
  • Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc.
  • Assist in the research and gathering of information to resolve a client issue.
  • Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
  • Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
  • Provide document management for CS department and other departments including document naming and uploading to document management system.
  • Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:

  • Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.
  • Minimum of one (1) year of experience within the finance industry preferred.
  • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.

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