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Client Associate Jobs in Wayne, PA (NOW HIRING)

Ryan, LLC

Client Development Associate

Media, PA · Remote

Award-Winning Culture & Community Outreach We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing ...

RH

Client Services Associate

King Of Prussia, PA · On-site

$25 - $29/hr

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

RH

Client Services Associate

King Of Prussia, PA · On-site

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

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 ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Wayne, PA

Client Associate information

See Wayne, PA salary details

$16.8K

$46.2K

$68.4K

How much do client associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client associate in Wayne, PA is $46,183.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,200.00 and $56,200.00 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 popular job titles related to Client Associate jobs in Wayne, PA?

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Wayne, PA as of August 2026, with employment types broken down into 1% As Needed, 63% Full Time, 30% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $46,183 per year, or $22.2 per hour.

Client Development Associate

Ryan, LLC

Media, PA • Remote

Full-time

Posted 9 days ago

Job description

Why Ryan?

  • Competitive Compensation and Benefits
  • Business Connectivity Reimbursement (Phone/Internet)
  • Gym Membership or Equipment Reimbursement
  • LinkedIn Learning Subscription
  • Flexible Work Environment
  • Tuition Reimbursement After One Year of Service
  • Accelerated Career Path
  • Award-Winning Culture & Community Outreach

We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing renewals and identifying growth opportunities.
This role combines relationship management, operational coordination, and commercial awareness. You will play a key part in ensuring clients experience a smooth onboarding process, remain engaged throughout the service cycle, and are well-supported at renewal.
This is a KPI-driven role suited to someone who thrives in a fast-paced environment, is adaptable to change, and is confident communicating with clients via phone, email, and virtual meetings. Full industry training will be provided.
This position is based Salford, MediaCity, M50

Duties and Responsibilities:

Client Onboarding and Engagement

  • Proactively contact new and existing clients via outbound calls, email, and virtual meetings
  • Build strong early-stage relationships and create a positive first impression
  • Clearly explain onboarding steps, required documentation, and service processes
  • Ensure a smooth and efficient transition to internal delivery teams

Documentation and Process Management

  • Gather, track, and verify all required client documentation (e.g., leases, accounts, rent details, operational data)
  • Ensure information is complete and accurate before handover
  • Maintain high-quality record-keeping and update CRM systems in real time
  • Monitor progress to minimise onboarding delays Ongoing Client Management s Renewals
  • Maintain regular contact with clients throughout the service cycle
  • Track contract timelines and support renewal conversations
  • Reinforce the value delivered and address questions or concerns
  • Support retention by ensuring clients understand outcomes and next steps
  • Identify re-engagement opportunities where appropriate

Revenue Growth and Service Expansion

  • Identify opportunities to introduce additional services, including:
  • Lease Consultancy
  • Contract Renewal Services
  • Additional Property Reviews
  • Position services in a consultative, client-centric manner
  • Collaborate with senior team members to convert growth opportunities

Education and Experience:

  • Strong communication skills (phone, email, virtual meetings)
  • Highly organised with strong attention to detail
  • Comfortable working to KPIs and performance targets
  • Ability to manage multiple clients and priorities
  • Confident handling client queries and managing expectations
  • Quick to learn and adaptable to new systems and processes

Desirable but not essential:

  • Experience in property, business rates, or professional services
  • Background in onboarding, account management, renewals, or sales support
  • Knowledge of CRM platforms and document collection workflows

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