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Senior Client Service Associate Jobs in Pottstown, PA

RKL

Client Service Associate

Reading, PA · On-site

$60K - $70K/yr

Client Service Associate The Client Service Associate performs tasks and duties related to delivering an exceptional client experience. They are responsible for ensuring execution of all tasks ...

RKL a dynamic

Client Service Associate

Reading, PA

$60K - $70K/yr

The Client Service Associate performs tasks and duties related to delivering an exceptional client experience. They are responsible for ensuring execution of all tasks related to client service ...

RKL

Client Service Associate

Reading, PA · On-site

$60K - $70K/yr

The Client Service Associate performs tasks and duties related to delivering an exceptional client experience. They are responsible for ensuring execution of all tasks related to client service ...

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

Senior Client Service Associate information

See Pottstown, PA salary details

$28.2K

$72.1K

$129.3K

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

As of Aug 17, 2026, the average yearly pay for senior client service associate in Pottstown, PA is $72,120.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $92,300.00 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 Pottstown, PA are hiring for Senior Client Service Associate jobs?

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

Infographic showing various Senior Client Service Associate job openings in Pottstown, PA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $72,120 per year, or $34.7 per hour.

Senior Client Service Associate

Ceritypartners

Conshohocken, PA

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

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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