Registered Client Associate
Boston, MA · On-site
Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client ...
Boston, MA · On-site
Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client ...
Boston, MA · On-site
Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client ...
Boston, MA · On-site
Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client ...
Boston, MA · On-site
Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client ...
$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
$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
Providence, RI · On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Providence, RI · On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Providence, RI · On-site
$26.50 - $42/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 ...
Providence, RI · On-site
$26.50 - $42/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 ...
Providence, RI · On-site
$26.50 - $42/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 ...
Providence, RI · On-site
$26.50 - $42/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 ...
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 ...
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 ...
Boston, MA · On-site
$25 - $45/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 ...
Boston, MA · On-site
$25 - $45/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 ...
Boston, MA · On-site
$25 - $45/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 ...
Boston, MA · On-site
$25 - $45/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 ...
Smithfield, RI · On-site
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...
New
Smithfield, RI · On-site
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...
New
Smithfield, RI · On-site
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...
New
Smithfield, RI · On-site
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...
New
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 ...
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 ...
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 ...
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 ...
Swansea, 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 ...
Swansea, 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 ...
Cambridge, 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 ...
Cambridge, 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 ...
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 ...
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 ...
Providence, RI · 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 ...
Providence, RI · 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 ...
Providence, RI · 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 ...
Providence, RI · 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 ...
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 ...
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 ...
Dedham, MA · On-site
$15.50 - $17/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 ...
Dedham, MA · On-site
$15.50 - $17/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 ...
$18.6K - $23.8K
3% of jobs
$23.8K - $29K
1% of jobs
$29K - $34.2K
9% of jobs
$34.2K - $39.4K
6% of jobs
$41.2K is the 25th percentile. Wages below this are outliers.
$39.4K - $44.6K
16% of jobs
$44.6K - $49.8K
11% of jobs
The median wage is $51.6K / yr.
$49.8K - $55K
11% of jobs
$55K - $60.2K
14% of jobs
$61.6K is the 75th percentile. Wages above this are outliers.
$60.2K - $65.4K
15% of jobs
$65.4K - $70.6K
11% of jobs
$70.6K - $75.8K
3% of jobs
$18.6K
$51.2K
$75.8K
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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.
The most popular types of Client jobs in Brockton, MA are:
For Client Associate jobs in Brockton, MA, the most frequently searched job titles are:
The top searched job categories for Client Associate jobs in Brockton, MA are:
Cities near Brockton, MA with the most Client Associate job openings:

Full-time
Posted 18 days ago
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
Educate clients on account services and capabilities
Input client information into the financial planning tools and Firm tools
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collated for new accounts and service request.
Leverage communication channels to enhance relationships with clients
Maintain management systems with up to date client information
Organize logistics for team marketing events and maintain marketing materials
Provide team with calendar detailing daily, weekly and monthly activities
Identify service opportunities for clients.
It is unlawful in Massachusetts to require right administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Securities, commodity contracts, and financial investments
10,000+ Employees
Zürich, ZH, CH