Senior Client Service Associate
YTS Wealth Management
Export, PA · $70k–$80k a year · Posted November 7, 2026
Just laid off? Start here: a plan for the first weeks
More in Pennsylvania job market · Financial Services & Banking · Customer Success jobs
Similar jobs
- Senior Specialist, Program Finance · L3Harris · Bristol, PA
- Relationship Manager III - Middle Market Lending/ PA Markets · Provident Bank · Plymouth Meeting, PA
- AVP, Agricultural Relationship Manager · The Ephrata National Bank · Ephrata, PA
- Relationship Manager (Commercial Lending) · New OMNI Bank, National Association · Irvine, CA
- Relationship Manager · Modwm · Boise, ID
- Licensed Relationship Manager · Hudson Valley Credit Union · Kingston, NY
Customer Success jobs in the rankings
Rankings about customer success jobs
- Best cities for customer success jobs #1 New York (367 openings)
- Employers with the most customer success jobs #1 Gallagher (167 roles)
Customer Success jobs · Top Customer Success employers · All rankings
How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our... ..., professional, and highly organized Senior Client Service Associate to play a key role in client service, advisor support, and daily...