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Client Services Associate Jobs in Exton, PA (NOW HIRING)

Wilmington Trust

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

... client relationships, coordinate service needs, and help clients access tailored financial ... Serve as a trusted point of contact for affluent clients, addressing service requests and resolving ...

M&T Bank

Wealth Client Associate

Wilmington, DE

$24.87 - $41.45/hr

... client relationships, coordinate service needs, and help clients access tailored financial ... Serve as a trusted point of contact for affluent clients, addressing service requests and resolving ...

Primerica

Financial Services Associate

Wilmington, DE · On-site

The Financial Services Associate will support clients by explaining financial concepts, assisting ... Qualifications * Candidates should possess strong client service and communication skills ...

New

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

... client relationships, coordinate service needs, and help clients access tailored financial ... Serve as a trusted point of contact for affluent clients, addressing service requests and resolving ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $185 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · On-site

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $185 billion in client assets under management ...

Topgolf

Golf Services Associate

Philadelphia, PA · On-site

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

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Client Services Associate information

See Exton, PA salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for client services associate in Exton, PA is $21.62, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $24.13 per hour, depending on experience, location, and employer.

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 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.

What are the key skills and qualifications needed to thrive as a client services associate?

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 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 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.

More about Client Services Associate jobs

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Exton, PA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $44,974 per year, or $21.6 per hour.

Wealth Client Associate

Wilmington Trust

Wilmington, DE • On-site

$24.87 - $41.45/hr

Full-time

Re-posted 17 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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