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Client Associate Jobs in Rhode Island (NOW HIRING)

Eastern Bank

Service Associate I

East Greenwich, RI · On-site

$22/hr

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously ...

Berkshire Bank

Investment Sales Associate

Providence, RI · On-site

$52K - $90K/yr

The Investment Sales Associate supports financial advisors in delivering exceptional client service ... Process client transactions accurately and efficiently * Meets with clients in person when ...

Hilbgroup

Client Placement Assistant

Cranston, RI · On-site

At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven ... The Hilb Group is currently seeking a motivated and ambitious Client Placement Assistant to join ...

W3Global Inc.

Associate Attorney

North Providence, RI

$70K - $230K/yr

Responsibilities include client intake, case assessment, developing case strategies and providing ... associate to assist senior attorneys with litigation files, including attending court hearings ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

Leading with a client first mindset, a successful candidate for this role will have strong ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

Leading with a client first mindset, a successful candidate for this role will have strong ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Withum

Gift & Estate Valuation Associate

Providence, RI · On-site

$65K - $90K/yr

The Valuation Associate can be based out of any of our U.S. office locations (New York, NY ... Withum has become synonymous with teamwork and client service excellence. The cornerstone of our ...

Stephen J Dennis Law

Associate Attorney

Providence, RI · On-site

General day to day client meetings and other duties as assigned. Requirements: * Litigation skills * Minimum of three years of experience * Excellent communication and organizational skills with the ...

Focus Partners Wealth

Tax Associate

Providence, RI · On-site

$59K - $78K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Focus Partners Wealth

Tax Associate

Bristol, RI · On-site

$61K - $81K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Focus Partners Wealth

Tax Associate

Pawtucket, RI · On-site

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Focus Partners Wealth

Tax Associate

Cranston, RI · On-site

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Focus Partners Wealth

Tax Associate

Warwick, RI · On-site

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Rhode Island

Client Associate information

See Rhode Island salary details

$18.1K

$49.9K

$73.9K

How much do client associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for client associate in Rhode Island is $49,910.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $60,700.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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

Service Associate I

Eastern Bank

East Greenwich, RI • On-site

$22/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Eastern Bank rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

40th of 149 rated banks

Job description


Starting Rate: $22.00
Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.
Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).
Major Responsibilities:
Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a "hybrid" position is authorized.
Account Representative Duties:
Works toward achieving specific individual sales and service goals through the following activities:
  • Opens deposit accounts
  • Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
  • Closes loans for customers for applicable business lines (i.e. consumer lending)
  • Makes referrals to other bank business lines and third-party partners
  • Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
  • Responsible for operational compliance and adherence to policy
  • Handles daily account maintenance and other service issues as necessary
  • Understands and provides support in achieving quarterly sales

Teller Duties:
  • Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts
  • Cash checks for customers and non-customers according to bank policy
  • Process and properly record the sale of monetary instruments (i.e. official bank checks)
  • Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
  • Process foreign currency purchases and sales
  • Process various types of loan payments and credit card cash advances
  • Relative to all duties, must adhere to all bank policies and procedures

Individuals in this position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other.
Qualifications:
  • Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor.
  • Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate.
  • High school diploma or equivalent required
  • 1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
  • Some banking experience is preferred (e.g., teller or otherwise) is a plus.
  • Basic business acumen and professionalism is a must.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • Ability to build relationships and strong alliances across the organization.
  • Ability to quickly learn all details about the products and services offered by the bank.

Working Conditions:
  • Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact.
  • Incumbent must be able to transport items weighing 15 pounds or more.

About Us
At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.
Eastern Bank is an equal opportunity employer. All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.
At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you're excited about this role but your experience doesn't fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.

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