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Client Account Associate Jobs in Massachusetts (NOW HIRING)

Hilbgroup

Client Account Manager

Mansfield, MA · Remote

At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven ... Client Account Manager or Manager of the Client Services Team * Provides timely and accurate ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Client Support: Assist with client account administration, respond to client-related requests, and ... Qualifications for the Client Service Associate: * Education: Bachelor's degree is required.

Osaic

Client Service Wealth Associate

Boston, MA

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... Prepare, review, and maintain accurate account documentation, including proposals, forms ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... Prepare, review, and maintain accurate account documentation, including proposals, forms ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... Prepare, review, and maintain accurate account documentation, including proposals, forms ...

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Client Account Associate information

How does a client account associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

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

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.
What are the most commonly searched types of Client Account jobs in Massachusetts? The most popular types of Client Account jobs in Massachusetts are:
What cities in Massachusetts are hiring for Client Account Associate jobs? Cities in Massachusetts with the most Client Account Associate job openings:
Client Account Associate jobs near you

Client Account Manager

Hilbgroup

Mansfield, MA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

Grow With Us!At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Care Specialist to join our team. This position will report to our agency located in Manfield, MA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.

Responsibilities:

  • Processes client's payrolls (weekly, bi-weekly, semi-monthly and monthly) and in an accurate and timely fashion, maintains client folders, reviews, and verifies client new employee packets

  • Works with clients to run special off cycle payrolls

  • Promptly responds to client inquiries via telephone and email regarding payroll and benefits administration to answer and resolve any and all questions and concerns that arise and if need be, escalate questions to the Senior Client Account Manager or Manager of the Client Services Team

  • Provides timely and accurate coordination of benefits plans to include enrollments, invoice reconciliation, terminations, Flex Benefits, COBRA compliance, and open enrollment notification

  • Maintains the electronic files for our clients, on the firm's internal hard drive

  • Performs data entry and maintenance of all client information into ADP payroll systems including General Ledger and Paid Time Off

  • Coordinates the entry of benefit administration data on carriers' websites

  • Ensures procedures are done in compliance with firms HIPPA policy

  • Enter work into internal tracking system

  • Coordinates with the Benefits Department on client benefits including open enrollments, renewals, changes, and terminations for benefits programs including medical, life, dental, disability, and 401k

  • Prepares various payroll, benefits, and other reports as requested

  • Continues to educate oneself on new aspects and areas of compliance in payroll, benefits and human resources as the opportunity arises

  • Work on special projects for clients if needed

Qualifications:

  • Bachelor's degree preferred, though specific experience can be substituted for required degree

  • Experience with ADP Workforce Now is highly preferred

  • At least five (5) years' experience in payroll processing

  • To perform this job successfully, an individual must be able to perform each essential task satisfactorily

  • Excellent organizational skills, a keen attention to detail, strong administrative and analytical skills.

  • Reliable with a high degree of confidentiality and integrity

  • Strong analytical skills and problem solving

  • Thrives in a fast-paced environment and can adapt at prioritizing responsibilities and tasks to effectively meet deadlines

  • Personable, a good listener and can effectively communicate with all staff and client types through both written and verbal means

    Works efficiently both independently and as a member of a larger team

  • Willing and flexible to help with any urgent issues that happen to arise at the company, even if they are outside the immediate scope of the role

  • Ability to read and interpret documents such as employment legislation, policies, agreements operating procedures, quality control procedures, and instructions

  • Ability to speak effectively in one-on-one conversations and before groups

  • Ability to apply common sense understanding to carry out written and verbal instructions

  • Excellent communication skills with the ability to develop strong working relationships with people at all levels of the organization and excellent stakeholder management skills

Benefits:

  • Company Paid Life Insurance, Long-Term and Short-Term Disability.

  • Medical, Dental, Vision and FSA/HSA plans.

  • 401(k) with company match.

  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.

  • Generous PTO.

  • An awesome team of professionals!


The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

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