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

IQVIA, Inc.

Director, Client Services

Wayne, PA · On-site

Job Overview The Director, Client Services directs a group of operations staff for a designated ... Supervises Associate Directors to ensure the client projects and strategic initiatives are ...

IQVIA

Director, Client Services

Wayne, PA · Hybrid

Job Overview The Director, Client Services directs a group of operations staff for a designated ... Supervises Associate Directors to ensure the client projects and strategic initiatives are ...

IQVIA

Director, Client Services

Wayne, PA · Hybrid

Job Overview The Director, Client Services directs a group of operations staff for a designated ... Supervises Associate Directors to ensure the client projects and strategic initiatives are ...

CSC

Associate Client Order Coordinator

Wilmington, DE · On-site

  • Medical

  • Dental

  • Retirement

  • PTO

Associate Client Order Coordinator (Document Processor) Monday - Friday 11am-8pm On-Site Wilmington ... Particular services of this team includes researching and processing legal documents and conducting ...

Pathstone

Associate Director, Client Advisory

Newtown Square, PA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our services include investment advisory, as well as integrated planning and coordination across ... The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ...

New

Chase

Client Ops Associate II

Newark, DE · On-site

  • Medical

  • Retirement

IMOS Service Delivery Associate As an IMOS Service Delivery Associate in Client Account Services (CAS) you will be responsible for managing new account launches and life cycle events for our ...

Pathstone

Associate Director, Client Advisory

Newtown Square, PA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our services include investment advisory, as well as integrated planning and coordination across ... The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ...

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 ...

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 ...

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 ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Exton, PA

Client Services Associate information

See Exton, PA salary details

$9

$21

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How much do client services associate jobs pay per hour?

As of Aug 13, 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 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 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 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 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.
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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, 82% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $44,974 per year, or $21.6 per hour.

Wealth Client Service Associate

Wilmington Trust

Wilmington, DE • On-site

$24.87 - $41.45/hr

Full-time

Re-posted yesterday

Job description

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 experience, deepen relationships, and connect clients to the right solutions. Leverage operational and product expertise to execute on service strategy and resolve day-to-day client needs.
What You'll Do:
  • Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with accuracy and urgency
  • Resolve routine service issues independently, ensuring a seamless client experience
  • Open and onboard new client relationships; ensure clients are set up and informed
  • Build strong relationships with clients, advisors, and internal partners to support retention and growth
  • Provide sales support for market initiatives, events, and process improvements
  • Stay current on products, policies, and regulatory requirements
  • Review reports to ensure compliance, security, and service quality; escalate risks as needed
  • Adhere to risk, audit, and control standards

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, communication, and organizational skills
Proficiency with Microsoft Office (Excel, Word, PowerPoint)
Education and Experience Preferred:
3+ years in private banking, wealth management, commercial banking, or branch
Knowledge of banking systems and private banking products/services
Trust experience
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.
Location:
Wilmington, Delaware, United States of America

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