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Client Relationship Assistant Jobs in Delaware (NOW HIRING)

M&T Bank

GCM Client Administrator II

Wilmington, DE · On-site

$24.87 - $41.45/hr

Oversee client relationships, making appropriate recommendations for routine internal business activities. * Assist account representative(s) in revenue generating activities by providing appropriate ...

M&T Bank

GCM Client Administrator II

Wilmington, DE

$24.87 - $41.45/hr

Oversee client relationships, making appropriate recommendations for routine internal business activities. * Assist account representative(s) in revenue generating activities by providing appropriate ...

defi AUTO LLC

Senior Client Executive

Dover, DE · On-site

$100K - $150K/yr

Client Relationship: * Establish and maintain effective relationships with key senior executive and operational decision makers by proactively meeting on-site with clients. Understand the politics of ...

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All JobsClient Relationship JobsClient Relationship Assistant JobsClient Relationship Assistant Jobs in Delaware

Client Relationship Assistant information

See Delaware salary details

$29K

$57.4K

$98.1K

How much do client relationship assistant jobs pay per year?

As of Jul 27, 2026, the average yearly pay for client relationship assistant in Delaware is $57,433.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,100.00 per year, depending on experience, location, and employer.

Is a CSA job stressful?

A Client Relationship Assistant role can be stressful due to managing client expectations, handling complaints, and maintaining communication. The job often requires strong interpersonal skills, organization, and the ability to work under pressure, especially during busy periods or when resolving issues.

What are Client Relationship Assistants?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

What jobs pay 4000 a week without a degree?

A Client Relationship Assistant typically does not earn $4,000 weekly without specialized experience or additional income sources. High-paying roles that can reach this level without a degree often include sales positions, real estate agents, or certain entrepreneurial ventures, but they usually require strong skills, networking, and sometimes licensing. Most jobs with such high weekly pay generally demand experience, certifications, or a combination of skills and performance rather than formal education alone.

What are the key skills and qualifications needed to thrive as a Client Relationship Assistant, and why are they important?

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

What does a client relations assistant do?

A client relations assistant supports the management of client accounts by communicating with clients, addressing their inquiries, and ensuring customer satisfaction. They often use customer relationship management (CRM) software and need strong communication and organizational skills to maintain positive client relationships and assist with administrative tasks. The role typically involves coordinating between clients and internal teams to meet client needs effectively.

How does a Client Relationship Assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.

Is being an RM a stressful job?

A Client Relationship Assistant role can be stressful due to managing client expectations, handling multiple accounts, and meeting deadlines. Strong communication skills and organization are important to effectively manage workload and reduce stress levels.
What are the most commonly searched types of Client Relationship jobs in Delaware? The most popular types of Client Relationship jobs in Delaware are:
What are popular job titles related to Client Relationship Assistant jobs in Delaware? For Client Relationship Assistant jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Client Relationship Assistant jobs in Delaware look for? The top searched job categories for Client Relationship Assistant jobs in Delaware are:
What cities in Delaware are hiring for Client Relationship Assistant jobs? Cities in Delaware with the most Client Relationship Assistant job openings:
Client Relationship Assistant jobs near you
Infographic showing various Client Relationship Assistant job openings in Delaware as of June 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $57,433 per year, or $27.6 per hour.
Relationship Management Officer, Portfolio Management

Relationship Management Officer, Portfolio Management

Glenmede Trust Co

Wilmington, DE • On-site

Full-time

Medical, Retirement, PTO

Posted 4 days ago

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Wilmington, DE).

OVERVIEW:

This position will serve as the Relationship Management Officer, Portfolio Management on designated private client relationships and provide comprehensive investment advice and ongoing investment management of portfolios that is consistent with specific client objectives and goals and the firm’s best thinking and practices.  This position will work closely with experienced relationship managers, wealth advisory and financial planning colleagues to provide integrated investment management solutions that meet various goals-based needs of clients. The position requires a working knowledge of other areas such as financial, estate and tax planning and fiduciary/trust administration. The ability to identify issues, generate ideas and articulate solutions to relationship managers and/or the client service team will be an important component. This position is intended for a career-oriented individual interested in expanding their ability to integrate investment and financial planning knowledge, while working to develop relationship management skills.

RESPONSIBILITIES:

Portfolio Management and Investments 

  • Independently develop, implement, and actively manage investment plans that are consistent with client objectives and goals and the firm’s best thinking and practices
  • Independently navigate client conversations and inquiries around portfolio management and investment strategy topics in a manner that is consistent with the firm’s view.
  • Assist clients in identifying and articulating goals
  • Develop and implement asset allocation/investment plans, which incorporates a well-documented investment policy statement to help clients achieve stated goals
  • On an ongoing basis initiate and execute trades to ensure consistent alignment with client’s goals and risk tolerance and Investment Policy Committee recommendations.
  • Perform investment research as needed; review daily transactions reports for possible investment actions. 

Relationship Management and Client Service

  • Serve as a client contact along with the Relationship Manager and/or Wealth Advisor, ensuring that firm client contact standards are met with every decision maker in a client relationship.
  • In collaboration with the service team, contribute to the formulation and delivery of asset sufficiency and basic Wealth View/Goals-Based Wealth reports.
  • Actively participate in client meetings and provide expertise on investment-related issues.
  • Serve as integral member of client service team and assist in client onboarding.
  • Respond to client inquiries and initiate and coordinate communication with clients when appropriate.
  • Work closely with other professionals on the client relationship team and across the firm to ensure that clients benefit from the firm’s best thinking across relevant wealth management practice areas.
  • Identify financial and non-financial considerations to integrate into the overall investment plan.
  • Take responsibility for implementing conclusions. 

Portfolio and Account Administration

  • Ensure portfolio management compliance reporting and oversight requirements are met as required.
  • Prepare and maintain client information in with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms.
  • In compliance with regulatory policies and procedures, approve transaction requests including, but not limited to disbursements, trades, transfers of cash via ACH or wire, etc. 

Business Development

  • When appropriate, participate in new business development process.
  • Attend Glenmede sponsored events.
  • Identify and capitalize on opportunities to expand existing business or obtain qualified client referrals. 

Business Acumen

  • Acquire and maintain an in-depth knowledge of the firm’s investment processes and philosophy by participating in Investment Policy Committee meetings, Manager Research meetings, and other venues.
  • Acquire in-depth knowledge of trading and investment/portfolio management systems to help achieve efficiencies in day-to-day investment management of multiple client relationships.
  • Attain strong depth and breadth of experience through a combination of various roles/assignments, the attainment of professional designations, or internal recognition. 

Firm Building

  • Take an engaged role in firm-wide and private client group initiatives and projects, including technology integration, enhanced client service and increased productivity.
  • Look for opportunities to contribute to firm thinking on investment issues and processes.
  • Other duties and responsibilities as required by the business. 

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree.

  • 4-6 years of experience in a financial services organization primarily performing portfolio management duties.

  • Demonstrated ability to articulate views and navigate conversations around financial markets and portfolio management.

  • Working knowledge of private equity, hedge funds and other specialized investment strategies.

PREFERRED QUALIFICATIONS:

  • Solid knowledge of the wealth management industry with specific expertise in portfolio management as demonstrated by an advanced degree (MBA) or certification (CFA, CFP). 
  • Demonstrated ability to manage investment portfolios for investment management accounts and fiduciary (irrevocable or revocable trust) accounts. 
  • Strong knowledge of and interest in Capital Markets. 
  • Interpersonal Skills – must have excellent communication and interpersonal skills to ensure key messages with clients and firm colleagues are clear and well-articulated. 
  • Collaborative Team Approach – must be able to work with private clients in a collaborative team-based environment. 
  • Business Acumen – Must demonstrate an understanding of the firm’s values, processes, products, services and strategies.  
  • Project and Time Management – Ability to handle multiple tasks or projects with varying timelines and stakeholders from inception through completion. 

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

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