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Client Associate Jobs in Bear, DE (NOW HIRING)

M&T Bank

Wealth Client Service Associate

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 ...

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 ...

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All JobsClient Associate JobsClient Associate Jobs in Bear, DE

Client Associate information

See Bear, DE salary details

$17.8K

$49K

$72.6K

How much do client associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client associate in Bear, DE is $49,015.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $59,600.00 per year, depending on experience, location, and employer.

What is a client associate?

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 are the key skills and qualifications needed to thrive as a client associate?

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 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 Bear, DE?

The most popular types of Client jobs in Bear, DE are:

What job categories do people searching Client Associate jobs in Bear, DE look for?

The top searched job categories for Client Associate jobs in Bear, DE are:

What cities near Bear, DE are hiring for Client Associate jobs?

Cities near Bear, DE with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Bear, DE as of June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $49,015 per year, or $23.6 per hour.

Wealth Client Service Associate

Wilmington Trust

Wilmington, DE • On-site

$24.87 - $41.45/hr

Other

Re-posted 10 days ago

Job description

Overview
Support high-touch service and sales enablement for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Partner across the Wealth Management team to deliver an exceptional client experience, deepen relationships, and connect clients to the right solutions. Leverage operational and product expertise to execute on service strategy and resolve day-to-day client needs.
What You'll Do:
  • Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with accuracy and urgency
  • Resolve routine service issues independently, ensuring a seamless client experience
  • Open and onboard new client relationships; ensure clients are set up and informed
  • Build strong relationships with clients, advisors, and internal partners to support retention and growth
  • Provide sales support for market initiatives, events, and process improvements
  • Stay current on products, policies, and regulatory requirements
  • Review reports to ensure compliance, security, and service quality; escalate risks as needed
  • Adhere to risk, audit, and control standards

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, communication, and organizational skills
Proficiency with Microsoft Office (Excel, Word, PowerPoint)
Education and Experience Preferred:
3+ years in private banking, wealth management, commercial banking, or branch
Knowledge of banking systems and private banking products/services
Trust experience
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Wilmington, Delaware, United States of America

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