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Client Services Associate Jobs in Delaware (NOW HIRING)

Public Consulting Group

Client Service Associate 1

Dover, DE · On-site

$11.50 - $16/hr

... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Client Success Associates are integral members of PCG's Northwest Education Team; the specific ...

Chase

Trading Services Associate

Newark, DE · On-site

$15.50 - $20.50/hr

Structuring Middle Office Associate Tradable Indices are algorithmic strategies tracking the ... These strategies are offered to our Client via swaps, options, Structured Products and Funds. Our ...

JPMorgan Chase & Co

Trading Services Associate

Newark, DE · On-site

$15.50 - $20.75/hr

These strategies are offered to our Client via swaps, options, Structured Products and Funds. Our ... As a Structuring Middle Office Associate in the Nexus Structuring Team, you will be supporting ...

JP Morgan Chase

Trading Services Associate

Newark, DE · On-site

$15.50 - $20.75/hr

These strategies are offered to our Client via swaps, options, Structured Products and Funds. Our ... As a Structuring Middle Office Associate in the Nexus Structuring Team, you will be supporting ...

CSC

Associate Client Service Representative

Wilmington, DE · On-site

$15.50 - $21/hr

Associate Client Service Representative Wilmington, DE (Hybrid) Monday - Friday, 11:00am-8:00pm Are ... About Us CSC is a global business, legal, and financial services company based in Wilmington ...

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Client Services Associate information

See Delaware salary details

$10

$22

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How much do client services associate jobs pay per hour?

As of Jul 6, 2026, the average hourly pay for client services associate in Delaware is $22.42, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Delaware? The most popular types of Client Services jobs in Delaware are:
What are popular job titles related to Client Services Associate jobs in Delaware? For Client Services Associate jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Delaware look for? The top searched job categories for Client Services Associate jobs in Delaware are:
What cities in Delaware are hiring for Client Services Associate jobs? Cities in Delaware with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Delaware as of July 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Hybrid job distribution, with an average salary of $46,638 per year, or $22.4 per hour.

Client Service Specialist (Lewes, DE)

Humans Being Resources

Lewes, DE • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 hours ago

Job description


Client Service Associate
Client Service Specialist
(Financial Services)
Our client's Independent Financial Services Firm located in the Lewes, DE area is growing and looking to add a key employee. They are seeking a full-time, in-office professional Client Service Associate / Client Service Specialist who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
  • 3+ years of experience as a Client Service Associate / Client Service Specialist or similar client-facing role
  • 1+ years of experience in the Financial Services Industry (Example: Financial Advisory Firm, RIA, Etc.)
  • CRM Software experience (Example: Redtail, Salesforce, Wealthbox, ACT, etc.)
  • Financial Services Software experience (Example: eMoney, Money Guide Pro, etc.)
  • Office Software Products experience (Example: Docusign, TeamUp, MS Suite, Outlook, Excel, Word, Teams, etc.)
  • Video Meeting Application experience (Example: Zoom, Go-To-Meeting, Skype, etc.)

PREFERRED QUALIFICATIONS:
  • College Degree in Finance, Business, Accounting or related field of study is preferred
  • Active Life & Health Insurance License is preferred
  • Securities Industry Essentials (SIE) Certification is a plus
  • FINRA Securities Licensing is a plus

ROLE DESCRIPTION:
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. In providing excellent client service as a Client Service Associate / Client Service Specialist you will:
  • Greet clients in-person, by phone, email, video call, etc., in a warm, friendly manner
  • Initiate and track client paperwork and account transactions effectively (Example: New or existing account paperwork processing, RMD forms, etc.)
  • Assist clients with routine account servicing needs (Example: Accessing account portals, e-sign documents, address changes, beneficiary changes, general questions and troubleshooting when necessary)
  • Assist in planning, confirming and attending weekday, evening client events (2-3 monthly)
  • Provide support for the sales, marketing, and events teams as needed
  • Conduct outbound follow-up and appointment-setting calls to client event attendees and prospective leads
  • Provide both pre/post client meeting support for the Financial Advisory / Financial Planning team (Example: Meeting preparations, follow up letters/communications, money transfers, contributions, etc.)
  • Complete other various industry specific administrative tasks within established filing timelines/deadlines
  • Update CRM System, financial services software system and client data to reflect current and accurate information
  • Ensure inquiries and concerns are addressed and resolved, achieving expected service and client satisfaction levels
  • Provide client-centric services to clients while developing a knowledge of the client's entire financial and family situation
  • Ensure client business flow and communication expectations are met
  • Develop effective in-person and virtual working relationships with the Financial Advisor(s), company staff and vendors, ultimately providing effective, high-quality service for clients
  • Provide thorough, high-quality research, problem solving and account issue resolution

REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • Demonstrated ability to prioritize projects and manage time
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow-through
  • Excellent organization and data management skills
  • Ability to thrive in a fast-paced office environment
  • Excellent customer service and a client-centric mindset
  • High attention to detail and ability to closely follow office processes & policies
  • Willingness and desire to be part of a dynamic office team
  • Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION:
  • $60,000 - $80,000 Annual Compensation (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Vision & Dental Insurance + Retirement Plan
  • Generous PTO Policy + Paid Holidays + Great Work/Life Balance
  • Career Advancement + Licensing Opportunities

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Client Service Associate / Client Service Specialist position for our client located in the Lewes, DE area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!