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Financial Client Service Associate Jobs in Exton, PA

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Financial Client Service Associate information

See Exton, PA salary details

$13

$30

$65

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Exton, PA is $30.85, according to ZipRecruiter salary data. Most workers in this role earn between $19.95 and $33.17 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

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

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

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Exton, PA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $64,165 per year, or $30.8 per hour.

Client Service Associate

Wilmington, DE • Hybrid

International Search Consultants
See more jobs at International Search Consultantsexternal

$75K - $95K/yr

Full-time

Re-posted 10 days ago

Job description

Client Service Associate – Global Investment Firm (Delaware)

Location: Wilmington, DE (Hybrid)

Job Type: Full-Time | Experienced

Industry: Investment Management / Wealth Management


About the Firm

ISC’s team of Financial Services Recruiters is partnering with a growing global investment firm that provides customized investment management and advisory services to Ultra-High Net Worth (UHNW) individuals, families, trusts, foundations, and endowments.


The firm is expanding and looking for a Client Service Associate to join their Delaware office. This role offers direct exposure to UHNW clients with $200M+ in investable assets and long-term career growth in wealth management.


What You’ll Do

As a Client Service Associate, you’ll support Advisors and Operations teams to deliver high-touch service to UHNW clients. You’ll handle a variety of client service, operational, and project-based responsibilities, including:

  • Partnering with Wealth Advisors to support UHNW clients.
  • Coordinating with custodians and internal Operations teams to ensure accurate and timely processing.
  • Assisting with portfolio rebalancing, money movements, and document preparation.
  • Preparing new account paperwork, contracts, and subscription agreements.
  • Managing account openings/closings (SMA and brokerage).
  • Handling KYC profiles, searches, and compliance documentation.
  • Processing cash and security movements (deposits, withdrawals, wires, gifting, journals).
  • Assisting with presentations, proposals, and reporting in Excel and PowerPoint.
  • Reviewing billing for accuracy.
  • Maintaining and updating client databases and portfolio/account management systems (Salesforce, Addepar, Black Diamond).


What We’re Looking For

  • Bachelor’s degree required (Finance or Business preferred).
  • 5+ years of UHNW client servicing experience.
  • Advanced Microsoft Office skills (Excel, PowerPoint, Adobe Acrobat).
  • Strong attention to detail, highly organized, and self-motivated.
  • Interest in technology, investment management, and client solutions in a fast-paced environment.


What’s in It for You

  • Collaborative, passionate, and growth-oriented culture.
  • Excellent long-term career development opportunities.
  • Competitive base salary + annual bonus.
  • Outstanding benefits package with very low cost for employees and families.
  • Fun, dynamic, and supportive team environment.