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Associate Client Partner Jobs in Massachusetts (NOW HIRING)

Code3

Who You Are Code3 is looking for a strategic and client-obsessed Associate Director, Media Strategy ... Partner with creative teams to bring a strong creative strategy perspective to media ...

Chase

Client Service - Associate I

Boston, MA · On-site

As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility ... Build solid and interactive internal relationships with our global operations partners, client ...

S&P Global

Client Coverage Associate

Boston, MA · On-site

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a ... Partner with other functions (i.e., Marketing) and Divisional teams to support the Account ...

Spgi

Client Coverage Associate

Boston, MA · On-site

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a ... Partner with other functions (i.e., Marketing) and Divisional teams to support the Account ...

Zelis

Associate Strategic Client Executive - TPA

Boston, MA · On-site

$83K - $113K/yr

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Client Renewals & Retention : Responsible for client renewals and retention. Successfully ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... You will partner closely with internal teams and Wealth Consultants to create a seamless ...

Digital FCU

Client Services Associate II

Chelmsford, MA · On-site

$27.50 - $33/hr

Description The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting ... Center partners. * Track and contact new leads from referrals or educational opportunities.

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Associate Client Partner information

What are the key skills and qualifications needed to thrive as an associate client partner, and why are they important?

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What does an Associate Client Partner position do?

An Associate Client Partner is responsible for managing client relationships, understanding their needs, and ensuring service delivery aligns with their expectations. They often coordinate with internal teams, support account growth, and utilize CRM tools to maintain client satisfaction and retention.

What are the main challenges associate client partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What is an associate client partner?

An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.
What are the most commonly searched types of Client Partner jobs in Massachusetts? The most popular types of Client Partner jobs in Massachusetts are:
What cities in Massachusetts are hiring for Associate Client Partner jobs? Cities in Massachusetts with the most Associate Client Partner job openings:
Associate Client Partner jobs near you
Infographic showing various Associate Client Partner job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

Morgan Stanley

Boston, MA • Hybrid

Full-time

Re-posted 27 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

30th of 150 rated financial services

Job description

Job Description

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).

ABOUT THE ROLE

The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.

Primary Responsibilities

  • Support the maintenance of existing client accounts.
  • Assist with team projects and initiatives.
  • Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
  • Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
  • Support the termination of client accounts as requested.
  • Establish working relationships with Distribution and other internal teams on existing client relationships.
  • Establish working relationships with external contacts for new accounts and activity for existing clients.
  • Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
  • Support the provision/refreshing of portfolio analyses with existing clients.

Job Requirements

  • 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
  • 0-4+ years proven experience working with financial services advisors / money managers.
  • Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
  • Relationship-building skills and ability to thrive in a team environment.
  • Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
  • Established communication skills - both internally/externally in written/oral/auditory essential.
  • Familiarity with MS Office and the ability to learn additional internal/ external software programs.
  • Resourcefulness, problem solving, and organization (ability to prioritize effectively)
  • Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
  • Flexible, willing, and able to work long hours as needed.


Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $60,000 and $90,000 per year at

the commencement of employment. However, base pay if hired will be determined on an individualized

basis and is only part of the total compensation package, which, depending on the position, may also

include commission earnings, incentive compensation, discretionary bonuses, other short and long-term

incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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