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Client Associate Jobs in Delaware (NOW HIRING)

RiversEdge Advisors LLC

Client Service Associate

Wilmington, DE · On-site

$14 - $19.50/hr

We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role supports our Financial Planning Team and is ideal for an experienced, detail-oriented professional who ...

RiversEdge Advisors LLC

Client Service Associate

Wilmington, DE · On-site

$14 - $19.50/hr

We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role supports our Financial Planning Team and is ideal for an experienced, detail-oriented professional who ...

Public Consulting Group

Client Service Associate 1

Dover, DE · On-site

$11.50 - $16/hr

Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special ...

Public Consulting Group

Client Service Associate 2

Dover, DE · On-site

$11.50 - $16/hr

Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...

CSC

Associate Client Service Representative

Wilmington, DE · On-site

$15.50 - $21/hr

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 ...

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All JobsClient Associate JobsClient Associate Jobs in Delaware

Client Associate information

See Delaware salary details

$18.5K

$51K

$75.6K

How much do client associate jobs pay per year?

As of Jul 11, 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 jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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.

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

Client Service Associate

RiversEdge Advisors LLC

Wilmington, DE • On-site

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

Location: Wilmington, DE (in-office T,W,TH)
Type: Full-Time
At RiversEdge Advisors, we believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we're passionate about helping clients reach their goals through thoughtful, strategic planning.
We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role supports our Financial Planning Team and is ideal for an experienced, detail-oriented professional who thrives in a fast-paced environment and takes pride in delivering high-touch, personalized service.
What You'll Do
In this role, you'll play a key part in delivering the exceptional client experience RiversEdge is known for. You'll support our advisors and clients across our Financial Planning Team, managing details with precision, communicating proactively, and ensuring every interaction reflects our commitment to excellence.
Client Relationship Management
  • Serve as the primary point of contact for assigned Financial Planning & Wealth Advisory clients.
  • Deliver a seamless, proactive, and professional experience across all stages of the client relationship.
  • Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and account types.
  • Communicate with clients via phone, email, and in-person meetings to address requests, troubleshoot issues, and provide updates.
  • Ensure timely completion of all meeting follow-up items.
  • Maintain accurate and compliant client records within our CRM and custodial systems.

Operational & Administrative Support
  • Prepare and process account paperwork for openings, transfers, and maintenance with precision.
  • Coordinate with custodians to ensure timely execution of client requests.
  • Support the implementation of investment solutions under Advisor guidance.
  • Partner with Advisors to improve workflows and elevate client service standards.

Financial Planning & Wealth Advisory Support
  • Gather and organize client financial data for planning and reporting.
  • Support the coordination of annual plan reviews and wealth advisory meetings.
  • Track and manage client requests to ensure timely resolution and an exceptional client experience.

What We're Looking For
We're looking for team members who are driven, detail-oriented, and client-focused. If you thrive in a collaborative environment, love solving problems, and take pride in delivering exceptional service, you'll fit right in at RiversEdge.
  • Bachelor's degree in finance, business, or a related field.
  • Ideally, an experienced candidate with a minimum of 2-5 years experience.
  • Strong written and verbal communication skills with a client-first mindset.
  • Exceptional attention to detail, organization, and time management.
  • Comfortable working both independently and collaboratively in a team environment.
  • Familiarity with financial planning, wealth advisory, and CRM tools (e.g., eMoney, Nitrogen, Orion, Schwab, Salesforce) is a plus.
  • A self-starter with strong problem-solving skills and a passion for learning and growth.

What We Offer
At RiversEdge, we believe that taking care of our team is just as important as taking care of our clients. We're proud to offer a work environment and benefits package that supports your career growth, well-being, and quality of life - all while keeping things lively and collaborative.
  • A lively, supportive, and collaborative work environment in the heart of downtown Wilmington
  • Multiple healthcare plan options to fit your needs
  • Dental and vision coverage for you and your family
  • 401(k) Retirement Plan with employer contribution, helping you invest in your future
  • Firm-paid parking for convenient downtown access
  • Paid time off to recharge and relax
  • Paid holidays and bereavement leave to honor life's moments that matter most
  • Paternity leave to support growing families
  • Work-from-home (WFH) days for added flexibility and balance
  • Office perks including snacks, coffee, and our crowd favorite - Free Lunch Wednesdays

At RiversEdge, we know that great work starts with great people and we strive to make this a place where you'll love coming to work every day.

Apply