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Client Associate Jobs in Delaware (NOW HIRING)

JP Morgan Chase

Client Service Manager II

Newark, DE · On-site

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Manager II within JPMorganChase, you will play ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE

$24.87 - $41.45/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE

$24.87 - $41.45/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and ...

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Client Associate information

See Delaware salary details

$18.5K

$51K

$75.6K

How much do client associate jobs pay per year?

As of May 31, 2026, the average yearly pay for client associate in Delaware is $51,009.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $62,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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.

What are the most commonly searched types of Client jobs in Delaware? The most popular types of Client jobs in Delaware are:
What are popular job titles related to Client Associate jobs in Delaware? For Client Associate jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Delaware look for? The top searched job categories for Client Associate jobs in Delaware are:
What cities in Delaware are hiring for Client Associate jobs? Cities in Delaware with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in DE? For Client Associate jobs in DE, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Delaware as of May 2026, with employment types broken down into 1% As Needed, 75% Full Time, 16% Part Time, 1% Temporary, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,009 per year, or $24.5 per hour.
Private Bank - Global Families Group - Client Service Associate

Private Bank - Global Families Group - Client Service Associate

JP Morgan Chase

Newark, DE

Full-time

Medical, Retirement

Posted 24 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 467 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you!

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 primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.

Job responsibilities

  • Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
  • Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
  • Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
  • Review and identify potential business opportunities for clients to engage in additional products and services

Required qualifications, capabilities, and skills

  • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

  • College degree or equivalent client service experience preferred
  • Experience with a wide array of financial products preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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