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Client Associate Jobs in Exton, PA (NOW HIRING)

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of ...

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of ...

Lympha Press

Client Services Associate

Chadds Ford, PA · On-site

... The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of ...

CSC

Associate Client Order Coordinator

Wilmington, DE · On-site

Associate Client Order Coordinator (Document Processor) Monday - Friday 11am-8pm On-Site Wilmington, DE If you've worked in the retail, hospitality, or restaurant industries, you know what it takes ...

Chase

Client Ops Associate II

Newark, DE · On-site

IMOS Service Delivery Associate As an IMOS Service Delivery Associate in Client Account Services (CAS) you will be responsible for managing new account launches and life cycle events for our ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

PathStone

Associate, Client Advisory

Conshohocken, PA · On-site

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · On-site

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Exton, PA

Client Associate information

See Exton, PA salary details

$17.9K

$49.2K

$72.9K

How much do client associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client associate in Exton, PA is $49,188.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $59,800.00 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 are the most commonly searched types of Client jobs in Exton, PA?

The most popular types of Client jobs in Exton, PA are:

What are popular job titles related to Client Associate jobs in Exton, PA?

For Client Associate jobs in Exton, PA, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Exton, PA look for?

The top searched job categories for Client Associate jobs in Exton, PA are:

What cities near Exton, PA are hiring for Client Associate jobs?

Cities near Exton, PA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Exton, 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 $49,188 per year, or $23.6 per hour.

Client Services Associate

Careers at Lympha Press

Chadds Ford, PA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

Job description

Description:

POSITION HIGHLIGHTS


• Competitive salary with benefits
• Full-time, Monday through Friday schedule
• Medical, dental, vision & 401(k)
• Unlimited Paid Time Off
• Opportunity to support patient care and operational excellence
• Mission-driven healthcare organization improving patient outcomes through DME solutions


ROLE SUMMARY


The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and ensuring accurate and timely documentation of medical records. This role helps streamline workflows, ensures operational efficiency, and supports timely patient care. You will collaborate closely with internal teams and patients, handle multiple tasks in a fast-paced environment, and maintain clear communication throughout the process. This is a full-time, in-office position with Monday through Friday hours.


KEY RESPONSIBILITIES


• Collaborate with the Client Services Team to support and streamline order processing workflows
• Assist with follow-up tasks, including patient engagement calls and coordinating with prescribers to obtain required documentation
• Perform patient intake, ensuring accurate documentation of medical necessity information in the system
• Request, review, and document pertinent medical records from physician offices
• Maintain clear communication with internal team members to ensure smooth operations and issue resolution
• Participate in traditional and e-learning programs for ongoing training and professional development
• Work effectively with other employees, managers, and departments
• Perform all job functions in alignment with the company’s Mission, Vision, and Goal Statements
• Perform other duties as assigned

Requirements:

• High School Diploma or GED required
• Strong verbal communication skills; polite, friendly, helpful, and courteous with all internal and external stakeholders
• Ability to manage time effectively, work independently, and handle multiple tasks in a fast-paced environment
• Proficient with computers, office software, and equipment; familiarity with EMR systems, medical billing, or DME experience is a plus
• Knowledge of insurance guidelines and experience with Durable Medical Equipment (DME) preferred
• Ability to quickly acquire knowledge of departmental program structure, policies, and procedures
• Demonstrates professionalism, sound judgment, and accountability when handling tasks and interruptions


SKILLS & COMPETENCIES


• Strong organizational and time management abilities
• Ability to manage multiple priorities and interruptions
• Effective communication and collaboration skills
• Attention to detail and accuracy
• Problem-solving and decision-making capability


SUPERVISORY FUNCTIONS


• This position has no supervisory responsibilities


ABOUT LYMPHA PRESS


Lympha Press helps people with lymphedema, venous disease, and lipedema improve their quality of life through innovative pneumatic compression therapy systems. Our team focuses on operational excellence, patient-centered care, and delivering trusted therapy solutions.


Our mission is simple: Because Life Can Be Better. Join Lympha Press and help make a difference for patients and healthcare providers every day.


APPLY TODAY


If you’re looking for an opportunity to support patient care, coordinate DME processes, and contribute to operational excellence in a mission-driven environment, we’d love to hear from you.