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Advisor Development Program Client Associate Jobs in Claymont, DE

Ryan Consulting

Client Development Associate

Media, PA · Remote

Award-Winning Culture & Community Outreach We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing ...

Ryan, LLC

Client Development Associate

Media, PA · Remote

Award-Winning Culture & Community Outreach We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing ...

Ryan, LLC

Client Development Associate

Media, PA · Remote

Award-Winning Culture & Community Outreach We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing ...

AllianceBernstein

Private Wealth Associate

Philadelphia, PA · On-site

$16 - $21.25/hr

Components of the Associate Development Program (ADP) Include: * In-depth industry training on ... A focus on client service excellence, partnership and sales training in order to provide an ...

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All JobsAdvisor Development Program Client Associate JobsAdvisor Development Program Client Associate Jobs in Claymont, DE

Advisor Development Program Client Associate information

See Claymont, DE salary details

$11

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$44

How much do advisor development program client associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for advisor development program client associate in Claymont, DE is $25.30, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $29.09 per hour, depending on experience, location, and employer.

What does an Advisor Development Program Client Associate do?

An Advisor Development Program Client Associate supports financial advisors by managing client accounts, preparing reports, and handling administrative tasks. They often use customer relationship management (CRM) tools and must have strong communication and organizational skills to assist in client service and business development activities.
Advisor Development Program Client Associate jobs near you

Client Development Associate

Ryan Consulting

Media, PA • Remote

Full-time

Posted 25 days ago

Job description

Why Ryan?

  • Competitive Compensation and Benefits
  • Business Connectivity Reimbursement (Phone/Internet)
  • Gym Membership or Equipment Reimbursement
  • LinkedIn Learning Subscription
  • Flexible Work Environment
  • Tuition Reimbursement After One Year of Service
  • Accelerated Career Path
  • Award-Winning Culture & Community Outreach

We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing renewals and identifying growth opportunities.
This role combines relationship management, operational coordination, and commercial awareness. You will play a key part in ensuring clients experience a smooth onboarding process, remain engaged throughout the service cycle, and are well-supported at renewal.
This is a KPI-driven role suited to someone who thrives in a fast-paced environment, is adaptable to change, and is confident communicating with clients via phone, email, and virtual meetings. Full industry training will be provided.
This position is based Salford, MediaCity, M50

Duties and Responsibilities:

Client Onboarding and Engagement

  • Proactively contact new and existing clients via outbound calls, email, and virtual meetings
  • Build strong early-stage relationships and create a positive first impression
  • Clearly explain onboarding steps, required documentation, and service processes
  • Ensure a smooth and efficient transition to internal delivery teams

Documentation and Process Management

  • Gather, track, and verify all required client documentation (e.g., leases, accounts, rent details, operational data)
  • Ensure information is complete and accurate before handover
  • Maintain high-quality record-keeping and update CRM systems in real time
  • Monitor progress to minimise onboarding delays Ongoing Client Management s Renewals
  • Maintain regular contact with clients throughout the service cycle
  • Track contract timelines and support renewal conversations
  • Reinforce the value delivered and address questions or concerns
  • Support retention by ensuring clients understand outcomes and next steps
  • Identify re-engagement opportunities where appropriate

Revenue Growth and Service Expansion

  • Identify opportunities to introduce additional services, including:
  • Lease Consultancy
  • Contract Renewal Services
  • Additional Property Reviews
  • Position services in a consultative, client-centric manner
  • Collaborate with senior team members to convert growth opportunities

Education and Experience:

  • Strong communication skills (phone, email, virtual meetings)
  • Highly organised with strong attention to detail
  • Comfortable working to KPIs and performance targets
  • Ability to manage multiple clients and priorities
  • Confident handling client queries and managing expectations
  • Quick to learn and adaptable to new systems and processes

Desirable but not essential:

  • Experience in property, business rates, or professional services
  • Background in onboarding, account management, renewals, or sales support
  • Knowledge of CRM platforms and document collection workflows

Apply