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Client Service Associate Jobs in Delaware (NOW HIRING)

Boutique Recruiting

Client Service Associate

Wilmington, DE · On-site

$85K - $100K/yr

Client Service Associate The Client Service Associate position is essential for delivering exceptional support to high-net-worth clients and their families. This role requires a driven individual who ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE

$24.87 - $41.45/hr

Overview Support high-touch service and sales enablement for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Partner across the Wealth Management team to deliver an exceptional client ...

Public Consulting Group

Client Service Associate 1

Dover, DE · Remote

$11.50 - $16/hr

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

JP Morgan Chase

Client Service Manager II

Newark, DE · On-site

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Manager II within JPMorganChase, you will play ...

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Client Service Associate information

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$27

How much do client service associate jobs pay per hour?

As of Jun 19, 2026, the average hourly pay for client service associate in Delaware is $17.15, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Delaware? The most popular types of Client Service jobs in Delaware are:
What cities in Delaware are hiring for Client Service Associate jobs? Cities in Delaware with the most Client Service Associate job openings:
Client Service Associate jobs near you
Client Service Associate

Client Service Associate

Boutique Recruiting

Wilmington, DE • On-site

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Position Title: Client Service Associate
The Client Service Associate position is essential for delivering exceptional support to high-net-worth clients and their families. This role requires a driven individual who is organized and possesses a strong work ethic, with a focus on long-term career growth. The ideal candidate will thrive in a collaborative environment and be prepared to handle multiple priorities effectively. Adaptability and the ability to remain calm under pressure are crucial for success. This position offers an opportunity to transition into a Junior Financial Advisor role after gaining experience in the Client Service Associate role for 2-3 years.
Salary Range: $85,000 - $100,000 / year DOE
Client Service Associate Responsibilities
  • Serve as the primary point of contact for clients and carriers with professionalism and exceptional service
  • Coordinate client meetings, including compiling required documents and preparing advisors in advance
  • Support money movement and account operations across private wealth and retirement plan clients
  • Open and maintain client accounts and process required documentation
  • Manage and prioritize multiple client needs and service requests simultaneously
  • Communicate proactively with carriers and vendor platforms to resolve questions or issues
  • Collaborate closely with internal advisors and leadership to ensure smooth and accurate service delivery
  • Assist with general department support and contribute to a collaborative, all-hands-on-deck culture

Client Service Associate Requirements:
  • 3+ years of experience in financial services as a Client Service Associate or similar role
  • Passion for financial services and long-term industry growth
  • Polished communicator with strong professionalism and client-facing presence
  • Highly organized, detail-oriented, and able to juggle multiple priorities calmly and effectively
  • Tech-savvy with proficiency in Microsoft Office (Excel: basic formulas required)
  • Ability to learn platforms, including Salesforce, eMoney, Schwab, and carrier portals
  • Strong work ethic, proactive approach, and willingness to solve problems independently
  • Thrives in a small-team environment
  • Corporate retirement plan experience preferred
  • Series 65 or willingness to pursue preferred
  • Bachelor's degree preferred

Benefits:
  • Multiple healthcare options with low employee premiums
  • Dental and vision plans
  • 401(k) Profit Sharing Plan with a 3% match after 6 months
  • Firm-paid parking and transportation reimbursement
  • 15 days of paid time off and 10 paid holidays
  • Hybrid working environment with remote options
  • Catered weekly lunch
  • Employee referral bonus

If you are a Client Service Associate looking to take the next step in your career, apply now! #LI-KJ1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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