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Client Associate Jobs in Exton, PA (NOW HIRING)

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

With more than 20 office locations and over $185 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 $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

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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 Sep 2, 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.

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 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 Relations - Client Relations Liaison

Phillips-&-Cohen-Associate

Wilmington, DE • On-site

$55 - $85/hr

Other

Posted yesterday

New

Job description

Wilmington, DE, USA

Job Description

Posted Tuesday, August 4, 2026 at 4:00 AM

General Description

The Client Relations Liaison (CRL) plays a key role in cultivating, maintaining, and strengthening relationships withour business clients. This position requires a highly professional individual with exceptional attention to detail,strong communication skills, and the ability to manage multiple projects concurrently. Superior time management
and critical thinking are essential. Candidates must have prior experience in account and/or vendor management,particularly in roles that demand a deep understanding of client standards and expectations. The CRL is expectedto quickly identify, assess, and resolve issues to ensure client satisfaction and confidence in our services .

Responsibilities
  • Maintain good relationships with clients allowing the business to maximize the value of the relationship(s).
  • Identify key contacts with clienteles to establish and foster a relationship.
  • Host and participate in one-on-one meetings with clients to explain processes and services to guide their decisions.
  • Proactively recognize the challenges of clients and find ways the business could better address those needs.
  • Assist in growing the business by ascertaining potential business development opportunities.
  • Provide excellent service to maintain a positive reputation for the business.
  • Resolve internally and externally identified issues quickly, resulting in the least amount of disruption to performance.
  • Receiving, analyzing, and distributing internal and external key performance indicators and client provided data.
  • Review service level agreements, contracts, and client communications to ensure expectations are consistently exceeded.
  • Analyze information and present findings in a clear, concise, and professional manner.
  • Flexible and ability to prioritize workload according to challenging deadlines.
  • Ability to work well under pressure in a highly regulated environment.
  • Driven to improve the quality of the business through work efforts.
  • A mature approach to work duties.
  • Ability to make confident decisions.
Requirements and Qualifications
  • Bachelor’s degree in business administration, or equivalent.
  • At least 3 years of experience in sales, finance, or account management for B2B relationships.
  • Intermediate MS Office experience (MS Word, Excel, PowerPoint)
  • A working knowledge of commonly used concepts, practices and procedures within the financial and/or collection industries.
  • Excellent interpersonal communication skills.
  • Keen analytical and research abilities.
  • Pre-employment criminal background, drug, and credit history screening.

Key attributes; Commitment; Compliance; Compassionate; Innovation.

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