Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Services Associate

$28 - $30 per hour

TEKsystems is currently supporting a client in the King of Prussia, PA hiring for a Sr. Client Services Associate. Successful candidates will be responsible for working directly with plan sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. This team is often the first point of contact for customers, we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions.

Description

  • Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
  • Help manage client expectations to avoid any disconnects with process and timing standards.
  • Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction.
  • Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools.
  • Provide detailed, accurate and timely responses to client email inquiries.
  • Being the friendly, knowledgeable first point of contact for a high volume of inbound client phone calls.
  • Conducting appropriate and timely follow up to ensure the highest level of service.
  • Creating tickets and providing follow-up as required.
  • Adhering to client-facing and internal service level requirements.
  • Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.

Qualifications

  • Strong communication skills
  • Prior experience in financial services customer service
  • Experience with retirement accounts or wealth management
  • Problem solving skills

Additional Details

  • Hybrid work environment- 4 days onsite, 1 day remote
  • Monday-Friday
  • 9am-6pm
  • Contract-to-hire opportunity
  • Full benefits and 401K options

Job Type & Location

This is a Contract to Hire position based out of King of Prussia, PA.

Pay and Benefits

The pay range for this position is $28.00 - $30.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in King of Prussia,PA.

Application Deadline

This position is anticipated to close on Jul 27, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Services Associate in King of Prussia, PA vacancy
  •  ...this role. Identifies complaints, investigates and responds to client requests by email and written response. Completes transactions...  ...client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory... 
    Senior
    Work experience placement
    Visa sponsorship

    Vanguard

    Malvern, PA
    19 days ago
  •  ...candidate for the Insurance Operations Associate role is an individual who is pro-active,...  ...the ability to interface well with all clients and colleagues. This individual will handle...  ...with the home office and policy holder service teams at Northwestern Mutual. GENERAL RESPONSIBILITIES... 
    Suggested
    Work at office
    Home office
    Flexible hours

    C³ Wealth Management

    King of Prussia, PA
    3 days ago
  • $25 - $29 per hour

     ...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Local area

    RH-USA Inc

    King of Prussia, PA
    15 hours ago
  •  ...Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. Responsibilities Process forms and documentation for custodial related items including opening... 
    Suggested

    Waldron Private Wealth

    Wayne, PA
    15 hours ago
  •  ...Our Company We’re a diversified financial services leader with more than $1.5 trillion in...  ...individual, small business and institutional clients. We are a longstanding leader in...  ...dedication. As a Registered Client Service Associate, you will provide dedicated support to high... 
    Suggested
    Full time
    Part time
    Home office

    Threadneedle group

    Conshohocken, PA
    1 day ago
  • $60k

     ...Client Service & Operations Associate Location: Radnor, PA Salary: Starting at $60,000/year + Bonus Potential (Up to 15%) Were a fast-growing boutique financial services firm in Radnor, seeking an organized and detail-oriented Insurance Coordinator to join our... 
    Work at office

    Goodwin Recruiting

    Wayne, PA
    3 days ago
  •  ...Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in...  ...individual, small business and institutional clients. We are a longstanding leader in...  ...dedication. As a Registered Client Service Associate, you will provide dedicated support to high... 
    Full time
    Home office

    Ameriprise Financial

    Conshohocken, PA
    4 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through... 
    Work at office
    Local area

    Morgan Stanley

    Conshohocken, PA
    15 hours ago
  •  ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the... 
    Work experience placement
    Work at office

    Raymond James Financial

    Conshohocken, PA
    1 day ago
  • A financial services firm based in Wayne, Pennsylvania is seeking a Client Service Associate to support its Client Services department. The role involves processing documentation related to custodial matters, providing administrative support, assisting with client transactions... 

    Waldron Private Wealth

    Wayne, PA
    1 day ago
  •  ...and RIAs. The Team You’ll Join You will join the MoneyGuide Client Services team at Envestnet, a group dedicated to supporting one of the...  ...MoneyGuide platform. How You’ll Contribute The Client Service Associate - MoneyGuide provides support and training to clients via... 
    Work at office

    Envestnet

    Devon, PA
    4 days ago
  • Hightower Advisors is seeking a Client Service Associate in Wayne, PA, to join their dynamic financial advisory team. You will manage client transactions, maintain accounts, and support advisors while enhancing client relationships. The ideal candidate will have a bachelor... 
    Immediate start

    Hightower Advisors

    Wayne, PA
    4 days ago
  • $55k - $65k

     ...subject to discuss and that the choices our clients have to make about it can be...  ...shared commitment to exceptional client service. Every team member goes above and beyond...  ...seeking a service minded Client Service Associate. This position plays a vital role in supporting... 
    Work experience placement
    Work at office

    TalentLink Solutions

    Royersford, PA
    1 day ago
  • $75k - $115k

     ...looking for a seasoned, detail oriented, client facing CSA to join our team. You will be...  ...two teams of 3. Each team is composed of a senior advisor, an analyst, and a junior advisor...  ...themselves on delivering white glove service to client and acts with a sense of urgency... 
    Local area
    Flexible hours

    Jobot

    Newtown Square, PA
    4 days ago
  •  ...Registered 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 interactions with clients, individuals in this role build trusted relationships... 
    Work at office
    Local area

    Morgan Stanley

    Newtown Square, PA
    4 days ago
  •  ...Client Services Associate BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Newtown Square, PA office. This position is on site Monday-Friday 8:30am-5pm . Are you looking for an exciting opportunity in a fast-growing industry where... 
    Work at office
    Local area
    Immediate start
    Monday to Friday

    BAYADA Home Health Care

    Newtown Square, PA
    15 hours ago
  • A company in client service leadership is seeking passionate individuals for a rewarding career offering flexibility and growth opportunities. This role allows you to work from home with a tailored schedule to suit your lifestyle. Key responsibilities include delivering... 
    Remote job
    Work from home

    Medium

    Lansdale, PA
    1 day ago
  • $75k - $115k

    Jobot is seeking a Client Service Associate (CSA) to support teams in Newtown Square. This role involves delivering exceptional client service and ensuring accurate service delivery. Ideal candidates will have client-facing experience and strong problem-solving skills.... 
    Flexible hours

    Jobot

    Newtown Square, PA
    4 days ago
  • $75k - $115k

    Overview We are looking for a seasoned, detail oriented, client facing Client Service Associate (CSA) to join our team. You will be supporting two teams of three; each team is composed of a senior advisor, an analyst, and a junior advisor. You are someone who prides themselves... 
    Local area
    Flexible hours

    Jobot

    Newtown Square, PA
    4 days ago
  •  ...Client Service Associate We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth. What You'll Do Prepare and process paperwork for client transactions, including opening new accounts, closing... 
    Permanent employment
    Local area

    Hightower Advisors

    Broomall, PA
    15 hours ago
  • BAYADA Home Health Care is seeking a motivated Client Services Associate for its Newtown Square, PA office. This full-time role involves coordinating client services and supporting field staff in delivering quality care. Ideal candidates are driven professionals with customer... 
    Full time
    Work at office

    BAYADA Home Health Care

    Newtown Square, PA
    15 hours ago
  • $17.2 - $23.37 per hour

     ...America is looking for individuals to ensure prompt delivery of various on-site work assignments while maintaining excellent customer service. Key responsibilities include handling customer concerns, managing shipping and receiving tasks, and maintaining inventory accuracy... 
    Hourly pay

    Canon Solutions America

    Oaks, PA
    2 days ago
  • Morgan Stanley in Newtown Square, PA is seeking Registered Client Service Associates to support Financial Advisors and Private Wealth teams on a daily basis. You will build trusted client relationships, handle routine inquiries, and assist with account documentation and... 

    Morgan Stanley

    Newtown Square, PA
    1 day ago
  •  ...Client Service & Operations Associate Location: Radnor, PA (In-office) Compensation Range: Competitive base salary commensurate with experience +...  ...individual will work closely with the advisory team and senior client service professionals to ensure smooth execution... 
    Full time
    Work at office

    Sanctuary Wealth Group, LLC

    Broomall, PA
    2 days ago
  •  ...impact on a global scale, come make a difference at Fiserv. Client Tech Support - Sr Associate II About your role As a CardPointe Support Specialist,...  ...and document customer requests for new features and services and collaborate with internal partners to support implementation... 
    Senior
    Temporary work
    H1b
    Work at office
    Monday to Friday
    Shift work

    ROLE

    King of Prussia, PA
    1 day ago
  •  ...Wealth Management Client Associate Exton, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Exton, PA
    6 days ago
  •  ...Senior On-Site Service Specialist POSITION PROFILE Provides operations functions in one or all of the following areas: operates high volume...  ..., sorting, mailing, or bindery equipment, performs associated copying tasks, ships and receives product and supplies, sorts... 
    Senior
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours
    Night shift

    Ricoh Americas Corporation

    Conshohocken, PA
    2 days ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Wayne, PA
    4 days ago
  • Fox Rothschild LLP is seeking a Family Law Client Service Specialist to provide high‑level legal administrative support to a team of attorneys...  ...and document production. Candidates should have an Associate’s degree (Bachelor’s preferred) and at least five years of related... 
    Senior

    Fox-Rothschild-LL

    Exton, PA
    2 days ago
  • $90k - $177.45k

    Enercon Services, Inc. is seeking a Regulatory Expert to ensure safety and compliance in the nuclear sector through regulatory document management. This role requires 3+ years in the nuclear industry and expertise in license renewals. Located in King of Prussia, PA, candidates... 
    Senior
    Full time
    Part time

    Enercon Services, Inc.

    King of Prussia, PA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Services Associate. Be the first to apply!