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Client Associate Jobs in Beverly, MA (NOW HIRING)

M&T Bank

Wealth Client Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and ...

New

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 ...

TravisMathew

Client Associate - Legacy Place, MA

Dedham, MA · On-site

$15.75 - $18/hr

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Beverly, MA

Client Associate information

See Beverly, MA salary details

$20.4K

$56.3K

$83.3K

How much do client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client associate in Beverly, MA is $56,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $68,400.00 per year, depending on experience, location, and employer.

What is a client associate?

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?

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.

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 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 popular job titles related to Client Associate jobs in Beverly, MA?

For Client Associate jobs in Beverly, MA, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Beverly, MA look for?

The top searched job categories for Client Associate jobs in Beverly, MA are:

What cities near Beverly, MA are hiring for Client Associate jobs?

Cities near Beverly, MA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Beverly, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 10% Part Time, 2% Temporary, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $56,252 per year, or $27 per hour.

Wealth Client Associate

M&T Bank

Boston, MA • On-site

$26.23 - $43.71/hr

Full-time

Posted 3 days ago

New

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

80th of 171 rated banks

Job description

Overview:
Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves the more routine service issues within the team.
Primary Responsibilities:
  • Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client.
  • Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships).
  • Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials.
  • Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships.
  • Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
  • Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank.
  • Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Education and Experience Required:
Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience

Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software


Education and Experience Preferred:
Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience
Exposure to and knowledge of the Bank's retail and commercial banking systems
Knowledge of Private Banking products and services

Trust experience
Ability to work independently and in a team-based environment

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.23 - $43.71 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBoston, Massachusetts, United States of America

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