Client Associate Jobs in Pennsylvania
Client Associate jobs in Pennsylvania are concentrated in financial services, wealth management, and insurance, with demand at every level from entry-level support roles to senior relationship-facing positions. Philadelphia and Pittsburgh anchor most of the hiring, with a secondary cluster in the Lehigh Valley, and established employers like Vanguard, PNC Financial Services, and Lincoln Financial Group maintain a consistent need for client associates across their Pennsylvania operations. The most in-demand specialties are brokerage support, retirement plan services, and institutional client operations. Scan the live roles below and apply to whichever ones fit.
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As a 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, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
- Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
- Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
- Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
- Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
Requirements:
- Bachelor's degree preferred, but not required.
- Experience in the financial services industry preferred, but not required.
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Excellent customer service skills
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
As a 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, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
- Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
- Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
- Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
- Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
Requirements:
- Bachelor's degree preferred, but not required.
- Experience in the financial services industry preferred, but not required.
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Excellent customer service skills
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
See All 76 Client Associate Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Client Associate Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
- Jackson Hewitt13
- PNC Financial Services12
- Bank of America9
- Janney Montgomery Scott4
- RBC2
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
What Pennsylvania Employers Look For
The qualifications that appear most often in client associate jobs across Pennsylvania.
- Active FINRA Series 7 or Series 63 license preferred or required by Pennsylvania employers
- Bachelor's degree in finance, business administration, or a related field
- One to three years of experience in client services, brokerage, or financial operations
- Proficiency with CRM platforms such as Salesforce and financial systems like Fidelity WealthCentral
- Strong written and verbal communication skills for client-facing and internal coordination
- Demonstrated ability to manage multiple accounts and meet compliance documentation standards
Client Associate Jobs in Pennsylvania: Frequently Asked Questions
How do you become a client associate in Pennsylvania?
Most client associate roles in Pennsylvania require a bachelor's degree in finance, business, or a related field, along with FINRA licensing for positions that involve securities. Firms typically sponsor candidates for the Series 7 and Series 63 exams through FINRA's registration process after hiring. Pennsylvania does not impose a separate state-level securities license beyond FINRA requirements, but you must register through the Pennsylvania Department of Banking and Securities before conducting securities business.
Which companies hire client associates in Pennsylvania?
Companies currently hiring client associates in Pennsylvania include Jackson Hewitt, PNC Financial Services, and Bank of America, per current listings on Migrate Mate as of November 2026. Pennsylvania's density of large asset managers and regional banks, particularly in the Philadelphia and Pittsburgh corridors, makes it one of the more active states for this role.
Which Pennsylvania cities have the most client associate jobs?
The cities with the most client associate openings in Pennsylvania are Pittsburgh, Philadelphia, and Lancaster. Philadelphia dominates due to its concentration of asset managers, insurance firms, and major bank operations, while Pittsburgh's sizable financial and corporate services sector drives demand there, and suburban markets near both cities add volume through regional wealth management and brokerage offices.
Are there remote client associate jobs in Pennsylvania?
Yes, but they're less common than in purely analytical roles because client associate work often involves direct client contact, compliance documentation, and coordination with on-site teams. About 47% of client associate openings tied to Pennsylvania are remote or hybrid as of November 2026, with hybrid arrangements more typical than fully remote. Back-office support and operational client service functions are the most likely to offer remote flexibility.
How can I get hired as a client associate in Pennsylvania with little or no experience?
The most realistic entry path is applying to new-associate or financial services support programs at large Pennsylvania firms like Vanguard, PNC, or Lincoln Financial Group, which run structured onboarding tracks for candidates without direct experience. Lateral moves from roles such as bank teller, operations coordinator, or customer service representative at regional institutions are a common bridge. Completing the Series 7 exam before applying, even without employer sponsorship, signals readiness and gives candidates a measurable edge in a competitive market.
Where can I find and apply to client associate jobs in Pennsylvania?
You can find and apply to client associate jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings. Search the roles available, find the ones that match your experience and location, and apply directly to the positions that fit.
See All 76 Client Associate Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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