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Wealth Management Client Associate Jobs in Newark, DE

Wilmington Trust

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... Support onboarding and account opening activities for new client relationships. * Coordinate ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... Support onboarding and account opening activities for new client relationships. * Coordinate ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... Support onboarding and account opening activities for new client relationships. * Coordinate ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

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 ...

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Wealth Management Client Associate information

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How much do wealth management client associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for wealth management client associate in Newark, DE is $22.07, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $24.62 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities near Newark, DE are hiring for Wealth Management Client Associate jobs?

Cities near Newark, DE with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Newark, DE as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 81% In-person, and 19% Hybrid job distribution, with an average salary of $45,915 per year, or $22.1 per hour.

Registered Client Associate - Citadel Wealth Management

West Chester, PA

Citadel Federal Credit Union
Commercial Banking • 501 - 1,000 employees
Learn more about Citadel Federal Credit Unionexternal

Full-time

Re-posted 16 days ago

Job description

As a Registered Client Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.

Responsibilities

  • Build and foster strong client relationships through superior member service.
  • Process new account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy.
  • Connect with others in a way that fosters trust and creates collaborative relationships.
  • Utilize available technology and tools to support efficient and effective time management.
  • Assist Advisors in organizing and implementing productivity-based campaigns.
  • Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.)
  • Follow up on outstanding requests (e.g., transfers, withdrawals, death claims) with fund/insurance company.
  • Manage lead queue, address leads promptly and provide detailed status updates.
  • Create financial reports and tracking of leads.
  • Back to Reps (BTR’s) - resolve BTR’s in a timely manner
  • Take buy and sell orders from clients and place them with registered B/D for execution (mutual funds, annuities, insurance)
  • Work directly with Broker/Dealer, Annuity and Fund Companies when appropriate.
  • Schedule appointments for client meetings and maintain accurate records of appointments on financial advisor’s calendar.
  • Comply with Citadel’s and broker-dealer’s operation and security and compliance procedures.
  • Perform other duties as assigned.

Qualifications and Education Requirements

  • High School Diploma.
  • Bachelor’s Degree (preferred)
  • 5 years of customer service and financial industry experience.
  • Securities Industry Essentials (SIE) exam is required.
  • Series 6 and 63 licenses, or ability to obtain within the first 6 months in role.
  • Proficient skills in Microsoft Office products.
  • Sincere interest in providing outstanding member service.

Additional Skills/Notes

  • Ability to set priorities and handle multiple tasks in a fast-paced work environment.
  • Dependable, responsible contributor committed to excellence and success.
  • Highly motivated self-starter who can work independently with minimal supervision.
  • Must display traits such as integrity, work ethic and team-orientation.
  • Sincere interest in providing outstanding member service.
    • Ability to build and foster strong client relationships through strong member service.

 

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