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Associate Financial Services Jobs in Delaware (NOW HIRING)

Chase

Trading Services Associate I

Newark, DE · On-site

$15.50 - $20.50/hr

Trading Services Associate in Securities Operations Are you ready to make an impact in a dynamic ... Bachelor's degree in finance, business, or a related field * Demonstrated experience in asset ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a ...

Wilmington Trust

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Delaware

Associate Financial Services information

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What are the most commonly searched types of Financial Services jobs in Delaware? The most popular types of Financial Services jobs in Delaware are:
What cities in Delaware are hiring for Associate Financial Services jobs? Cities in Delaware with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, 1% Temporary, and 5% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Service Associate

International Search Consultants

Wilmington, DE • Hybrid

$75K - $95K/yr

Full-time

Re-posted 25 days ago

Job description

Client Service Associate – Global Investment Firm (Delaware)

Location: Wilmington, DE (Hybrid)

Job Type: Full-Time | Experienced

Industry: Investment Management / Wealth Management


About the Firm

ISC’s team of Financial Services Recruiters is partnering with a growing global investment firm that provides customized investment management and advisory services to Ultra-High Net Worth (UHNW) individuals, families, trusts, foundations, and endowments.


The firm is expanding and looking for a Client Service Associate to join their Delaware office. This role offers direct exposure to UHNW clients with $200M+ in investable assets and long-term career growth in wealth management.


What You’ll Do

As a Client Service Associate, you’ll support Advisors and Operations teams to deliver high-touch service to UHNW clients. You’ll handle a variety of client service, operational, and project-based responsibilities, including:

  • Partnering with Wealth Advisors to support UHNW clients.
  • Coordinating with custodians and internal Operations teams to ensure accurate and timely processing.
  • Assisting with portfolio rebalancing, money movements, and document preparation.
  • Preparing new account paperwork, contracts, and subscription agreements.
  • Managing account openings/closings (SMA and brokerage).
  • Handling KYC profiles, searches, and compliance documentation.
  • Processing cash and security movements (deposits, withdrawals, wires, gifting, journals).
  • Assisting with presentations, proposals, and reporting in Excel and PowerPoint.
  • Reviewing billing for accuracy.
  • Maintaining and updating client databases and portfolio/account management systems (Salesforce, Addepar, Black Diamond).


What We’re Looking For

  • Bachelor’s degree required (Finance or Business preferred).
  • 5+ years of UHNW client servicing experience.
  • Advanced Microsoft Office skills (Excel, PowerPoint, Adobe Acrobat).
  • Strong attention to detail, highly organized, and self-motivated.
  • Interest in technology, investment management, and client solutions in a fast-paced environment.


What’s in It for You

  • Collaborative, passionate, and growth-oriented culture.
  • Excellent long-term career development opportunities.
  • Competitive base salary + annual bonus.
  • Outstanding benefits package with very low cost for employees and families.
  • Fun, dynamic, and supportive team environment.