Wealth Client Associate
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Wilmington, DE · On-site
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Wilmington, DE · On-site
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Lewes, DE · On-site
$14.50 - $20/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Lewes, DE · On-site
$14.50 - $20/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Middletown, DE · On-site
$13.75 - $18.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Middletown, DE · On-site
$13.75 - $18.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
About this role Veteran Transition Program-Client Service Associate We recognize that veterans bring a unique and valued perspective to BlackRock thanks to their extraordinary backgrounds and ...
About this role Veteran Transition Program-Client Service Associate We recognize that veterans bring a unique and valued perspective to BlackRock thanks to their extraordinary backgrounds and ...
Wilmington, DE · Hybrid
$75K - $95K/yr
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 ...
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Wilmington, DE · Hybrid
$75K - $95K/yr
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 ...
$24.87 - $41.45/hr
Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with accuracy and urgency * Resolve routine service issues independently, ensuring a seamless client ...
$24.87 - $41.45/hr
Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with accuracy and urgency * Resolve routine service issues independently, ensuring a seamless client ...
Wilmington, DE · On-site
$24.87 - $41.45/hr
Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with accuracy and urgency * Resolve routine service issues independently, ensuring a seamless client ...
Wilmington, DE · On-site
$24.87 - $41.45/hr
Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with accuracy and urgency * Resolve routine service issues independently, ensuring a seamless client ...
As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact ...
As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact ...
As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact ...
As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact ...
As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the ...
As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the ...
As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the ...
As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the ...
As a Client Service Associate II within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and ...
As a Client Service Associate II within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and ...
As a Client Service Associate II within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and ...
As a Client Service Associate II within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and ...
As a Client Service Associate II within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and ...
As a Client Service Associate II within JPMorganChase, you will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
$18.5K - $23.7K
3% of jobs
$23.7K - $28.9K
1% of jobs
$28.9K - $34.1K
9% of jobs
$34.1K - $39.3K
6% of jobs
$41.1K is the 25th percentile. Wages below this are outliers.
$39.3K - $44.4K
16% of jobs
$44.4K - $49.6K
11% of jobs
The median wage is $51.4K / yr.
$49.6K - $54.8K
11% of jobs
$54.8K - $60K
14% of jobs
$61.4K is the 75th percentile. Wages above this are outliers.
$60K - $65.2K
15% of jobs
$65.2K - $70.4K
11% of jobs
$70.4K - $75.6K
3% of jobs
$18.5K
$51K
$75.6K
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help clients access tailored financial solutions.
This is an excellent opportunity for someone looking to grow a career in wealth management while gaining exposure to investment, trust, banking, and planning services.
Serve as a trusted point of contact for affluent clients, addressing service requests and resolving issues with urgency and professionalism.
Support onboarding and account opening activities for new client relationships.
Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing activities.
Partner with Wealth Advisors and Private Bankers to deepen existing client relationships and identify opportunities to enhance the client experience.
Collaborate with internal teams to ensure client needs are met efficiently and accurately.
Participate in special projects, client events, and process improvement initiatives that support business growth.
Education and Experience Required:
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 minimum of 1 years' financial services client service experience
Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills
Education and Experience Preferred:
Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience
Exposure to and knowledge of the Bank's retail and commercial banking systems
Knowledge of Private Banking products and services
Trust experience
Ability to work independently and in a team-based environment