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Client Associate Jobs in Marlboro, NJ (NOW HIRING)

Wilmington Trust

Wealth Client Associate

Wilmington, DE

$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

$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 ...

Help At Home

Intake Client Associate

Dover, DE · On-site

$21 - $24/hr

We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...

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 ...

Simulint

Client Success Associate

Dover, DE · Remote

Position Overview The Client Success Associate is responsible for ensuring a seamless client journey from onboarding through renewal, serving as a trusted partner to clients while coordinating ...

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All JobsClient Associate JobsClient Associate Jobs in Marlboro, NJ

Client Associate information

See Marlboro, NJ salary details

$17.9K

$49.3K

$73K

How much do client associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client associate in Marlboro, NJ is $49,253.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $59,900.00 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 cities near Marlboro, NJ are hiring for Client Associate jobs?

Cities near Marlboro, NJ with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Marlboro, NJ as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 100% In-person job distribution, with an average salary of $49,253 per year, or $23.7 per hour.

Wealth Client Associate

Wilmington Trust

Wilmington, DE

$24.87 - $41.45/hr

Full-time

Re-posted 8 days ago

Job description

Build Your Career in Wealth Management

Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help clients access tailored financial solutions.

This is an excellent opportunity for someone looking to grow a career in wealth management while gaining exposure to investment, trust, banking, and planning services.


Primary Responsibilities:

  • Serve as a trusted point of contact for affluent clients, addressing service requests and resolving issues with urgency and professionalism.

  • Support onboarding and account opening activities for new client relationships.

  • Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing activities.

  • Partner with Wealth Advisors and Private Bankers to deepen existing client relationships and identify opportunities to enhance the client experience.

  • Collaborate with internal teams to ensure client needs are met efficiently and accurately.

  • Participate in special projects, client events, and process improvement initiatives that support business growth.


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 skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills


Education and Experience Preferred:
Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience
Exposure to and knowledge of the Bank's retail and commercial banking systems
Knowledge of Private Banking products and services

Trust experience
Ability to work independently and in a team-based environment

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.LocationWilmington, Delaware, United States of America

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