Client Specialist Jobs in Pennsylvania
Client Specialist jobs in Pennsylvania are in steady demand, with concentrations in financial services, insurance, healthcare administration, and wealth management across a workforce that ranges from entry-level account support to senior relationship management. Philadelphia, Pittsburgh, and King of Prussia are the busiest hiring markets, where established employers like Vanguard, Lincoln Financial Group, and UPMC maintain large client-facing teams. The most sought-after specializations are investment operations support, health plan account management, and commercial banking client services. Find a role that fits below and apply directly.
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Showing 5 of 55+ Client Specialist jobs
The Client Services Specialist II provides essential support for American Textile Company’s business channels. Responsibilities vary based on customer and service support needs. Duties include tasks such as order processing, issue resolution, customer maintenance, and report generation. This role involves significant time spent in Excel, customer databases, and ATC software, including Frontier, Logimax, SharePoint, Cognos, Teams, and heavy email communication. The Client Services Specialist II collaborates closely with various departments to ensure smooth operations and customer satisfaction.
PRIMARY RESPONSIBILITIES:
Order Management
- Provides timely and accurate information on orders.
- Researches chargeback's and provides feedback to the Finance Dept.
- Tracks rollouts for orders.
- Communicates pricing discrepancies to the National Account Manager.
Customer Maintenance
- Ensures customer files are accurate & up to date.
- Communicates new store/customer information to the Shipping Dept.
- Maintains web accounts if required.
- Ensures pricing information is accurate.
- Responsible for new store tracking and new store set ups for assigned accounts.
- Works with Sales Admin on SKU set up.
- Completes inventory/customer reports, PO fulfillment, shipment status, etc.
Customer Service
- Processes and resolves customer complaints and product questions.
- Communicates the complaint and actions taken for resolution to the sales representative.
- Serves as the point of contact for all assigned accounts providing product recommendations, pricing information, etc.
- Coordinates the setup of new customers.
- Addresses internal account questions.
- Manages product returns for customers.
- Responsible for seeking run out dates when requested by the account manager.
- Communicates cancellations, date improvements, substitutes to the appropriate departments.
Admin Functions
- Tracks cancellations, consumer complaints, inquiries and refunds.
- Provides a weekly of cancellations to executives.
- Participates in the weekly open rollout report.
- Assists with ship point changes.
Rollout Process
- Completes order summaries.
- Collaborates with NAM for orders needed.
- Updates the Open Rollout form in SharePoint.
- Provides information for orders not entered in AS400.
ESSENTIAL QUALIFICATIONS:
- Minimum of 2 years of experience in customer service, order management, or related field
- Proficiency in Microsoft Office (Excel, Outlook), with basic knowledge of functions like formulas and charts
- Excellent interpersonal and communication skills.
- Quick learner with a positive attitude and strong attention to detail.
- Responsible and capable of coordinating multiple projects at one time.
- Enjoys working in a team atmosphere and with a high performance team.
- Willing to take on new projects as needed.
Job Type: Full-time
Pay: From $17.31 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Application Question(s):
- Do you understand that American Textile Company is an Equal Opportunity Employer?
- Have you ever worked for this Company before?
- What interests you about the Client Services Specialist II position?
- How would you handle a customer requesting a cancellation after an order has already been processed?
- What steps would you take if you noticed an order had incorrect pricing?
- What would you do if an order showed as shipped in the system, but the customer hadn't received it?
- Have you worked with an order management system such as AS400?
- What experience do you have using Salesforce or other CRM systems?
- How comfortable are you using Microsoft Excel? What Excel functions have you used?
- Have you worked with customer pricing, SKU information, or product databases?
- Describe a time you caught an error before it became a bigger problem.
- What computer programs are you familiar with in the past or currently (AS400, Cleo, Cognos, Salesforce, Frontier, Logimax, Sharepoint, Tableau,...
- Are you okay with a starting pay of $36k (approx. 17.36 per hour)?
Ability to Commute:
- Duquesne, PA 15110 (Preferred)
Work Location: In person
The Client Services Specialist II provides essential support for American Textile Company’s business channels. Responsibilities vary based on customer and service support needs. Duties include tasks such as order processing, issue resolution, customer maintenance, and report generation. This role involves significant time spent in Excel, customer databases, and ATC software, including Frontier, Logimax, SharePoint, Cognos, Teams, and heavy email communication. The Client Services Specialist II collaborates closely with various departments to ensure smooth operations and customer satisfaction.
PRIMARY RESPONSIBILITIES:
Order Management
- Provides timely and accurate information on orders.
- Researches chargeback's and provides feedback to the Finance Dept.
- Tracks rollouts for orders.
- Communicates pricing discrepancies to the National Account Manager.
Customer Maintenance
- Ensures customer files are accurate & up to date.
- Communicates new store/customer information to the Shipping Dept.
- Maintains web accounts if required.
- Ensures pricing information is accurate.
- Responsible for new store tracking and new store set ups for assigned accounts.
- Works with Sales Admin on SKU set up.
- Completes inventory/customer reports, PO fulfillment, shipment status, etc.
Customer Service
- Processes and resolves customer complaints and product questions.
- Communicates the complaint and actions taken for resolution to the sales representative.
- Serves as the point of contact for all assigned accounts providing product recommendations, pricing information, etc.
- Coordinates the setup of new customers.
- Addresses internal account questions.
- Manages product returns for customers.
- Responsible for seeking run out dates when requested by the account manager.
- Communicates cancellations, date improvements, substitutes to the appropriate departments.
Admin Functions
- Tracks cancellations, consumer complaints, inquiries and refunds.
- Provides a weekly of cancellations to executives.
- Participates in the weekly open rollout report.
- Assists with ship point changes.
Rollout Process
- Completes order summaries.
- Collaborates with NAM for orders needed.
- Updates the Open Rollout form in SharePoint.
- Provides information for orders not entered in AS400.
ESSENTIAL QUALIFICATIONS:
- Minimum of 2 years of experience in customer service, order management, or related field
- Proficiency in Microsoft Office (Excel, Outlook), with basic knowledge of functions like formulas and charts
- Excellent interpersonal and communication skills.
- Quick learner with a positive attitude and strong attention to detail.
- Responsible and capable of coordinating multiple projects at one time.
- Enjoys working in a team atmosphere and with a high performance team.
- Willing to take on new projects as needed.
Job Type: Full-time
Pay: From $17.31 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Application Question(s):
- Do you understand that American Textile Company is an Equal Opportunity Employer?
- Have you ever worked for this Company before?
- What interests you about the Client Services Specialist II position?
- How would you handle a customer requesting a cancellation after an order has already been processed?
- What steps would you take if you noticed an order had incorrect pricing?
- What would you do if an order showed as shipped in the system, but the customer hadn't received it?
- Have you worked with an order management system such as AS400?
- What experience do you have using Salesforce or other CRM systems?
- How comfortable are you using Microsoft Excel? What Excel functions have you used?
- Have you worked with customer pricing, SKU information, or product databases?
- Describe a time you caught an error before it became a bigger problem.
- What computer programs are you familiar with in the past or currently (AS400, Cleo, Cognos, Salesforce, Frontier, Logimax, Sharepoint, Tableau,...
- Are you okay with a starting pay of $36k (approx. 17.36 per hour)?
Ability to Commute:
- Duquesne, PA 15110 (Preferred)
Work Location: In person
See All 55 Client Specialist Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Client Specialist JobsClient Specialist Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Client Specialist Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
- BNY10
- SEI Investments3
- Barry's2
- Talbots2
- eMoney Advisor2
Top Industries Hiring
- Investment & Asset Management
- Consulting & Professional Services
What Pennsylvania Employers Look For
The qualifications that appear most often in client specialist jobs across Pennsylvania.
- Bachelor's degree in business, finance, or a related field from an accredited institution
- Two or more years of client-facing experience in financial services, insurance, or healthcare
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for managing client correspondence
- Ability to manage multiple client accounts and meet service level deadlines
- Familiarity with compliance requirements relevant to Pennsylvania-regulated financial or insurance products
Client Specialist Jobs in Pennsylvania: Frequently Asked Questions
How do you become a client specialist in Pennsylvania?
Most client specialist roles in Pennsylvania require a bachelor's degree in business, finance, communications, or a related field, though some employers accept equivalent experience. For client specialists working in insurance or investment products, Pennsylvania Department of Insurance licensure or a FINRA Series license may be required depending on the specific duties. Candidates who complete those credentials before applying stand out in competitive Philadelphia and Pittsburgh hiring pools.
Which companies hire client specialists in Pennsylvania?
Companies currently hiring client specialists in Pennsylvania include BNY, SEI Investments, and Barry's, per current listings on Migrate Mate as of November 2026. Pennsylvania's concentration of financial services headquarters and large health systems means client specialist demand is distributed across both corporate campuses in the Philadelphia suburbs and major medical and banking employers in Pittsburgh.
Which Pennsylvania cities have the most client specialist jobs?
Pittsburgh, Berwyn, and Philadelphia have the most client specialist openings in Pennsylvania. Philadelphia anchors the largest share of postings because of its dense concentration of asset managers, insurance carriers, and regional banks, while Pittsburgh's growing healthcare and financial technology sectors drive volume there, and King of Prussia draws openings from the corporate campuses of national firms headquartered along the Route 202 corridor.
Are there remote client specialist jobs in Pennsylvania?
Yes, and they're more common than in many client-facing roles. About 67% of client specialist openings tied to Pennsylvania are remote or hybrid as of November 2026, reflecting how much of the work centers on digital communication, CRM management, and virtual client meetings. Roles focused on back-office account support and onboarding documentation tend to offer the most remote flexibility.
How can I get hired as a client specialist in Pennsylvania with little or no experience?
The most realistic entry path is through a customer service or account coordinator role at a large Pennsylvania employer and then moving into client specialist work after demonstrating reliability. Vanguard's operations associate program and UPMC's administrative associate tracks are well-known pipelines for candidates without direct specialist experience. Earning a Pennsylvania insurance producer license or an entry-level FINRA credential before applying adds measurable credibility with financial services employers.
Where can I find and apply to client specialist jobs in Pennsylvania?
You can find and apply to client specialist jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings across financial services, healthcare, insurance, and other industries. Find a role that fits and apply directly from the listing.
See All 55 Client Specialist Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Client Specialist Jobs