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Client Associate Jobs in Massachusetts (NOW HIRING)

IMA Financial Group

Senior Client Associate

Newton, MA · On-site

$59K - $88K/yr

Senior Client Associate IMA Boston is an employee benefits broker located in Newton, MA. The Senior Benefit Analyst is an experienced-level role with a career path in benefit consulting or other ...

IMA Financial Group

Senior Client Associate

Newton, MA · On-site

$51K - $76K/yr

Maintain accurate client records and systems, including benchmarking and internal platforms ... We've built a reputation for putting our associates first What if we told you that you could be an ...

Bank of America

Private Wealth Client Associate

Boston, MA · On-site

$25 - $44/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

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All JobsClient Associate JobsClient Associate Jobs in Massachusetts

Client Associate information

See Massachusetts salary details

$20.2K

$55.7K

$82.5K

How much do client associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client associate in Massachusetts is $55,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $67,700.00 per year, depending on experience, location, and employer.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

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

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Massachusetts? The most popular types of Client jobs in Massachusetts are:
What are popular job titles related to Client Associate jobs in Massachusetts? For Client Associate jobs in Massachusetts, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Massachusetts look for? The top searched job categories for Client Associate jobs in Massachusetts are:
What cities in Massachusetts are hiring for Client Associate jobs? Cities in Massachusetts with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in MA? For Client Associate jobs in MA, the most frequently searched job titles are:
Client Associate jobs near you
Senior Registered Client Service Associate

Senior Registered Client Service Associate

Robert Half

Boston, MA • On-site

$55K - $85K/yr

Full-time

Posted 5 days ago

Job description

We are seeking a Registered Client Associate to support financial advisors and deliver an exceptional client experience.


This role is responsible for client communications, account servicing, money movement requests, new account openings, meeting coordination, and administrative support.



The ideal candidate will have 3–7 years of financial services experience, strong organizational and client service skills, and the ability to manage multiple priorities in a fast-paced environment. FINRA licensing (SIE, Series 7, and Series 66 or equivalent) is preferred or must be obtained within a designated timeframe.


This is an excellent opportunity for a detail-oriented professional looking to grow their career within a collaborative wealth management environment.


Salary to 85k base + bonuses.

Please reach out to Thatiane Abrantes for immediate consideration

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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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