ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Delaware

T. Carney Sussex Law

Associate Attorney

Dover, DE · On-site

$110K - $120K/yr

... agreements • Represent clients through residential and commercial settlements • Counsel ... on financing and loan documentation • Oversee escrow/IOLTA matters and ensure legal and ...

New

DR Horton, Inc.

Sales Representative

Smyrna, DE · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

DR Horton, Inc.

Sales Representative

Smyrna, DE · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

DR Horton

Sales Representative

Smyrna, DE · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

VCA Animal Hospitals

Client Service Representative

Newark, DE · On-site

$15.75 - $21.25/hr

Process payments, invoices, and financial transactions * Communicate clearly with veterinarians ... Supportive, team-oriented workplace culture If you are a current associate, you need to apply ...

Camping World

Sales Development Representative

Milford, DE · On-site

$35K - $55K/yr

The goal is to drive sustainable financial growth through boosting sales and forging lasting ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

T. Carney Sussex Law

Associate Attorney

Dover, DE · On-site

$120K/yr

Represent clients through residential and commercial settlements * Counsel borrowers and lenders on ... financing and loan documentation * Oversee escrow/IOLTA matters and ensure legal and regulatory ...

New

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Delaware

Associate Financial Representative information

See Delaware salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial representative in Delaware is $26.33, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 per hour, depending on experience, location, and employer.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are popular job titles related to Associate Financial Representative jobs in Delaware?

For Associate Financial Representative jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Delaware look for?

The top searched job categories for Associate Financial Representative jobs in Delaware are:

What cities in Delaware are hiring for Associate Financial Representative jobs?

Cities in Delaware with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you

Associate Client Service Representative

Corporation Service Company

Wilmington, DE • On-site

$15.50 - $21/hr

Full-time

PTO

Re-posted 8 days ago

Key responsibilities

  • Build relationships with clients to understand their needs and concerns

  • Research, analyze, review, and process legal documents; fulfill requests and answer questions via phone or electronically

  • Manage client portfolios, organize workflow, and perform data entry of client information

Corporation Service Company rating

8.3

Company rating: 8.3 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

80th of 500 rated business services

Job description


Associate Client Service Representative
Wilmington, DE (Hybrid)
Monday - Friday, 11:00am-8:00pm
Are you passionate about delivering exceptional service? Us too.
We're hiring a Client Service Representative for our Small Business Call Center team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their business run smoother and smarter. Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you're encouraged and expected to be your best.
We're a company of helpful people teaming up to make a difference in global business and our local communities. Passionate about service quality, giving back to the community, and devoted to continuous improvement, CSC is the business behind business®.
Some of the things you'll be doing:
  • Build relationships with our clients to better understand their unique needs and concerns
  • Research, analyze, review, and process legal documents
  • Fulfill requests and answer questions for internal and external customers via phone or electronically
  • Provide excellent client service to both internal and external clients
  • Manage client portfolios and organize workflow to meet clients' time frames and demands
  • Data entry of client information, electronic filing, and retrieval of documents
  • Navigate between multiple databases quickly and accurately
  • Recommend process improvements where applicable
  • Maintain and grow existing client business by providing outstanding service and by recognizing and proactively offering appropriate services

What technical skills, experience, and qualifications do you need?
  • At least 3 years of experience working in a customer service or administrative capacity
  • Energetic self-starter who thrives in a fast-paced, team-oriented environment
  • Attention to detail and accuracy
  • Strong research skills
  • Strong prioritization and time-management skills
  • Flexibility and agility, with the ability to multitask
  • Problem-solving skills
  • Strong computer skills and proficiency in MS Office, Word, and Excel
  • Excellent verbal and written communication skills
  • Salesforce experience a plus

Candidates for this position must be eligible to work without sponsorship. Time on-site or time zone may be necessary based on business need.
About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
About the Team
At CSC®, we're always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It's also the reason we're the trusted partner of many of the world's most successful organizations.
CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That's why we are the leading provider of business administration and compliance solutions.
  • CSC is a great place to work with smart and dedicated people.
  • We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In's Best Places to Work.
  • We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
  • CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
  • As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

What Corporation Service Company employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply