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Client Associate Jobs in Downingtown, PA (NOW HIRING)

Citadel

Registered Client Associate

West Chester, PA · On-site

As a Registered Client Associate , you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with ...

Wilmington Trust

Wealth Client Associate

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 ...

M&T Bank

Wealth Client Associate

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 ...

M&T Bank

Wealth Client Associate

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 ...

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All JobsClient Associate JobsClient Associate Jobs in Downingtown, PA

Client Associate information

See Downingtown, PA salary details

$19.2K

$52.8K

$78.3K

How much do client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client associate in Downingtown, PA is $52,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $64,300.00 per year, depending on experience, location, and employer.

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 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.

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 job categories do people searching Client Associate jobs in Downingtown, PA look for? The top searched job categories for Client Associate jobs in Downingtown, PA are:
What cities near Downingtown, PA are hiring for Client Associate jobs? Cities near Downingtown, PA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Downingtown, PA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $52,846 per year, or $25.4 per hour.

Registered Client Associate

Citadel Federal Credit Union

West Chester, PA

Full-time

Re-posted 21 days ago

Job description

As a Registered Client Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.

Responsibilities

  • Build and foster strong client relationships through superior member service.
  • Process new account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy.
  • Connect with others in a way that fosters trust and creates collaborative relationships.
  • Utilize available technology and tools to support efficient and effective time management.
  • Assist Advisors in organizing and implementing productivity-based campaigns.
  • Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.)
  • Follow up on outstanding requests (e.g., transfers, withdrawals, death claims) with fund/insurance company.
  • Manage lead queue, address leads promptly and provide detailed status updates.
  • Create financial reports and tracking of leads.
  • Back to Reps (BTR’s) - resolve BTR’s in a timely manner
  • Take buy and sell orders from clients and place them with registered B/D for execution (mutual funds, annuities, insurance)
  • Work directly with Broker/Dealer, Annuity and Fund Companies when appropriate.
  • Schedule appointments for client meetings and maintain accurate records of appointments on financial advisor’s calendar.
  • Comply with Citadel’s and broker-dealer’s operation and security and compliance procedures.
  • Perform other duties as assigned.

Qualifications and Education Requirements

  • High School Diploma.
  • Bachelor’s Degree (preferred)
  • 5 years of customer service and financial industry experience.
  • Securities Industry Essentials (SIE) exam is required.
  • Series 6 and 63 licenses, or ability to obtain within the first 6 months in role.
  • Proficient skills in Microsoft Office products.
  • Sincere interest in providing outstanding member service.

Additional Skills/Notes

  • Ability to set priorities and handle multiple tasks in a fast-paced work environment.
  • Dependable, responsible contributor committed to excellence and success.
  • Highly motivated self-starter who can work independently with minimal supervision.
  • Must display traits such as integrity, work ethic and team-orientation.
  • Sincere interest in providing outstanding member service.
    • Ability to build and foster strong client relationships through strong member service.

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