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Financial Client Services Associate Jobs in Exton, PA

IQVIA, Inc.

Director, Client Services

Wayne, PA · On-site

Supervises Associate Directors to ensure the client projects and strategic initiatives are ... Accounting, Finance, Project Management, Business Administration or a health-related field on of ...

IQVIA

Director, Client Services

Wayne, PA · Hybrid

Supervises Associate Directors to ensure the client projects and strategic initiatives are ... Accounting, Finance, Project Management, Business Administration or a health-related field on of ...

IQVIA

Director, Client Services

Wayne, PA · Hybrid

Supervises Associate Directors to ensure the client projects and strategic initiatives are ... Accounting, Finance, Project Management, Business Administration or a health-related field on of ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

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 ...

Chase

Client Ops Associate II

Newark, DE · On-site

IMOS Service Delivery Associate As an IMOS Service Delivery Associate in Client Account Services ... financial solutions to millions of consumers, small businesses and many of the world's most ...

M&T Bank

Wealth Client Associate

Wilmington, DE

$24.87 - $41.45/hr

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 ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

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 ...

Wilmington Trust

Wealth Client Associate

Wilmington, DE

$24.87 - $41.45/hr

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 ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

Our services include investment advisory, as well as integrated planning and coordination across ... Prior experience in the financial management industry, specifically Client Operations and ...

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Financial Client Services Associate information

See Exton, PA salary details

$13

$30

$65

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

As of Aug 17, 2026, the average hourly pay for financial client services 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 is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Exton, PA?

For Financial Client Services Associate jobs in Exton, PA, the most frequently searched job titles are:

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

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

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

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

Financial Client Services Associate jobs near you

Director, Client Services

IQVIA, Inc.

Wayne, PA • On-site

Full-time

Posted 12 days ago

IQVIA rating

8.1

Company rating: 8.1 out of 10

Based on 53 frontline employees who took The Breakroom Quiz

62nd of 224 rated it services

Job description

This role is based in the US and requires a hybrid work schedule going into the Wayne, PA or Durham, NC office.
Job Overview
The Director, Client Services directs a group of operations staff for a designated region to ensure projects are appropriately resourced and employees are trained and developed to meet project needs. Works with Clinical Trial Payments (CTP) executive leadership in formulating effective strategic goals and objectives and assures operational alignment with Sr management priorities. Works closely with and collaborates with other Directors of Client Services and Directors of Site Solutions to ensure that global processes, tools, and operating models are adhered to in all regions and by every team member. Serves as executive sponsor for strategic initiatives and works with other functional management to develop implementation plans. Supervises Associate Directors to ensure the client projects and strategic initiatives are delivered on time and within budget.
Responsibilities:
  • Manage staff in accordance with organization's policies and applicable regulations
  • Responsibilities include planning, assigning, and directing work • Support Sr Management with driving key initiatives, developing and implementing strategies to improve the IQVIA Clinical Trial Payments (CTP) organization
  • Works closely with and collaborates with other Directors of Client Services and Directors of Site Solutions to ensure that global processes, tools, and operating models are adhered to in all regions and by every team member.
  • Provide CTP Sr Management with timely departmental updates including key metrics and KPIs; relationship updates with Sponsors; potential risks and mitigation plan associated with Sponsor or programs, and departmental updates
  • Appraise performance and guide professional development
  • Ability to reward and discipline employees, as well as address employee relations issues and resolve problems
  • Direct the hiring and selection process of new Client Services positions, by participating in the interviewing process
  • In conjunction with Assoc Dir, Client Services, ensure that staff has the proper materials, systems access and training to complete job responsibilities
  • Allocate resources to clinical trial projects by assigning staff to clinical studies that are appropriate based on their experience and training
  • Ensure that staff is meeting defined workload, quality and budget metrics through regular review and reporting of findings as outlined by Sr management
  • May collaborate with other regional and/or global clinical and client teams and other functional leadership to manage project related challenges and to achieve exemplary customer service
  • Participate in corporate or organizational quality or process improvement initiatives
  • May act as a client liaison in day-to-day relationship governance, escalations and other client-facing initiatives;
  • Other duties as assigned

Education and Experience Required:
  • Typically requires a minimum of 7 - 10 years of prior relevant experience
  • Requires broad management knowledge to lead teams, and well as the ability to influences others outside of own job area regarding policies, procedures, and goals
  • Bachelor's Degree: Accounting, Finance, Project Management, Business Administration or a health-related field on of education, training and experience that provides the knowledge, skills and abilities to perform the job
  • Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one department or multiple related departments
  • Experience in managing staff within a large corporate or mid-size environment
  • Pharmaceutical / CRO experience
  • Ability to manage through metrics
  • Ability to project manage
  • Knowledge of Pharmaceutical/Clinical Trial Industry
  • Project management and team leadership experience;
  • Comfortable representing Clinical Trial Payments to internal / external stakeholders
  • Advanced knowledge of applicable clinical research regulatory requirements (i.e., Good Clinical Practice (GCP) and International Conference on Harmonization (ICH) guidelines)
  • Knowledge of clinical research financial parameters and project financial tracking and accounting methods
  • Knowledge of Clinical Trial Industry
  • Strong leadership skills. • Effective presentation skills
  • Strong computer skills including proficiency in use of Microsoft Office, SharePoint, and VISIO
  • Strong written and verbal communication skills
  • Excellent organizational and problem-solving skills
  • Ability to identify issues, develop process improvements and to execute mitigating actions
  • Effective time management skills and ability to manage competing priorities.
  • Ability to establish and maintain effective working relationships with coworkers, managers, and clients
  • Ensure that all processes and standards are followed, and that appropriate financial controls are observed and are in line with sponsor requirements for managing and mitigating financial risk
  • Ensure work is SSAE 18 compliant;
  • Responsible for monitoring as well as assisting in escalating and resolving operational and performance concerns
  • Occasional travel

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com
IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. https://jobs.iqvia.com/eoe
IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.
The potential base pay range for this role, when annualized, is $106,000.00 - $295,300.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.

What IQVIA employees say

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Hours and flexibility

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About IQVIA

Sourced by ZipRecruiter

At IQVIA, we are passionate about helping customers and partners improve results and patient outcomes. Everything we do contributes to this vision for creating a healthier world. In today’s healthcare environment, it’s not only about how much data, information, and technology you have at your fingertips – it’s what you do with it. IQVIA is focused on making intelligent connections for customers across the entire healthcare ecosystem to help you drive healthcare forward. Whether that means partnering with novel technology companies to boost patient engagement, leveraging AI & machine learning to accelerate results, or using decentralized trials to reach the right patients wherever they are – we are always looking for smarter ways to move you forward.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Durham, NC, US

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