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Associate Client Service Representative Jobs in Delaware

Boutique Recruiting

Client Service Associate

Wilmington, DE · On-site

$85K - $100K/yr

Client Service Associate The Client Service Associate position is essential for delivering exceptional support to high-net-worth clients and their families. This role requires a driven individual who ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Overview Support high-touch service and sales enablement for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Partner across the Wealth Management team to deliver an exceptional client ...

Public Consulting Group

Client Service Associate 1

Dover, DE · On-site

$11.50 - $16/hr

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

defi AUTO LLC

Client Service Executive

Dover, DE · On-site

$82K - $117K/yr

As a Client Service Executive within the Managed Servicing business, you operate in a highly ... Serve as the primary liaison between clients and the organization, effectively representing the ...

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All JobsAssociate Client Service Representative JobsAssociate Client Service Representative Jobs in Delaware

Associate Client Service Representative information

What do you do as a client service associate?

An Associate Client Service Representative is responsible for assisting clients with their inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or chat, and use customer relationship management (CRM) tools to track interactions and ensure customer satisfaction.

What jobs pay 4000 a week without a degree?

An Associate Client Service Representative typically does not earn $4,000 weekly without specialized experience or advanced skills. High-paying roles that can reach this level without a degree often include sales positions, real estate brokers, or certain entrepreneurial ventures, but they usually require strong communication skills, industry knowledge, or licensing. Most jobs paying this amount consistently without a degree are rare and often involve commission-based pay or self-employment.

What does an associate customer service representative do?

An associate customer service representative assists clients by answering questions, resolving issues, and providing information about products or services. They often use communication tools like phone, email, or chat and require good interpersonal and problem-solving skills to ensure customer satisfaction.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.
What are the most commonly searched types of Client Service Representative jobs in Delaware? The most popular types of Client Service Representative jobs in Delaware are:
Associate Client Service Representative jobs near you
Infographic showing various Associate Client Service Representative job openings in Delaware as of June 2026, with employment types broken down into 81% Full Time, 16% Part Time, and 3% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution.
Client Service Associate

Client Service Associate

Boutique Recruiting

Wilmington, DE • On-site

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Position Title: Client Service Associate
The Client Service Associate position is essential for delivering exceptional support to high-net-worth clients and their families. This role requires a driven individual who is organized and possesses a strong work ethic, with a focus on long-term career growth. The ideal candidate will thrive in a collaborative environment and be prepared to handle multiple priorities effectively. Adaptability and the ability to remain calm under pressure are crucial for success. This position offers an opportunity to transition into a Junior Financial Advisor role after gaining experience in the Client Service Associate role for 2-3 years.
Salary Range: $85,000 - $100,000 / year DOE
Client Service Associate Responsibilities
  • Serve as the primary point of contact for clients and carriers with professionalism and exceptional service
  • Coordinate client meetings, including compiling required documents and preparing advisors in advance
  • Support money movement and account operations across private wealth and retirement plan clients
  • Open and maintain client accounts and process required documentation
  • Manage and prioritize multiple client needs and service requests simultaneously
  • Communicate proactively with carriers and vendor platforms to resolve questions or issues
  • Collaborate closely with internal advisors and leadership to ensure smooth and accurate service delivery
  • Assist with general department support and contribute to a collaborative, all-hands-on-deck culture

Client Service Associate Requirements:
  • 3+ years of experience in financial services as a Client Service Associate or similar role
  • Passion for financial services and long-term industry growth
  • Polished communicator with strong professionalism and client-facing presence
  • Highly organized, detail-oriented, and able to juggle multiple priorities calmly and effectively
  • Tech-savvy with proficiency in Microsoft Office (Excel: basic formulas required)
  • Ability to learn platforms, including Salesforce, eMoney, Schwab, and carrier portals
  • Strong work ethic, proactive approach, and willingness to solve problems independently
  • Thrives in a small-team environment
  • Corporate retirement plan experience preferred
  • Series 65 or willingness to pursue preferred
  • Bachelor's degree preferred

Benefits:
  • Multiple healthcare options with low employee premiums
  • Dental and vision plans
  • 401(k) Profit Sharing Plan with a 3% match after 6 months
  • Firm-paid parking and transportation reimbursement
  • 15 days of paid time off and 10 paid holidays
  • Hybrid working environment with remote options
  • Catered weekly lunch
  • Employee referral bonus

If you are a Client Service Associate looking to take the next step in your career, apply now! #LI-KJ1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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