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Client Associate Jobs in Brockton, MA (NOW HIRING)

Partners Capital

Client Reporting Associate

Boston, MA · On-site

The Client Reporting Associate is responsible for supporting the preparation, validation, and delivery of high-quality investment performance reports and materials to clients. This role ensures ...

Partners Capital

Client Reporting Associate

Boston, MA · On-site

The Client Reporting Associate is responsible for supporting the preparation, validation, and delivery of high-quality investment performance reports and materials to clients. This role ensures ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Brockton, MA

Client Associate information

See Brockton, MA salary details

$18.6K

$51.2K

$75.8K

How much do client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client associate in Brockton, MA is $51,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $62,300.00 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 the most commonly searched types of Client jobs in Brockton, MA?

The most popular types of Client jobs in Brockton, MA are:

What are popular job titles related to Client Associate jobs in Brockton, MA?

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Brockton, MA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $51,184 per year, or $24.6 per hour.

Private Client/T&E Associate Attorney

Robert Half

Boston, MA • On-site

$180K - $230K/yr

Full-time

Posted 16 days ago

Job description

Our client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families with significant wealth in Boston, Massachusetts. This position focuses on delivering thoughtful legal counsel across estate planning, trust and estate administration, tax-sensitive wealth transfer, and related advisory matters. The ideal candidate combines strong drafting ability with excellent client communication and brings a detail-oriented, discreet approach to building lasting client relationships.


Role: Private Client Associate Attorney

Location: Boston, MA

Salary: $180,000 - $230,000 (depending on experience)

Schedule: Hybrid (3 days in, 2 days remote) AFTER the first 90 days in office


Responsibilities:

  • Advise high-net-worth individuals, families, and fiduciaries on sophisticated estate planning matters.
  • Draft and implement comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents.
  • Counsel clients regarding wealth transfer strategies, lifetime gifting, tax-efficient planning, and charitable giving.
  • Handle the administration of taxable and non-taxable estates and trusts from inception through completion.
  • Advise clients regarding federal and state estate, gift, and generation-skipping transfer tax matters.
  • Prepare and review estate and trust administration documents, probate filings, fiduciary accountings, and related tax filings in coordination with advisors.
  • Work closely with clients, accountants, financial advisors, and other professionals to develop customized planning solutions.
  • Build and maintain trusted, long-term client relationships through exceptional responsiveness and service.
  • Collaborate with partners and colleagues on sophisticated planning matters while managing an independent caseload.

Requirements:

  • 3–9 years of experience in trusts and estates, estate planning, or private client services.
  • J.D. from an accredited law school with strong academic credentials.
  • Active admission to the Massachusetts Bar.
  • Experience representing high-net-worth individuals and families.
  • Strong knowledge of: estate planning strategies, trust and estate administration, wealth transfer planning, estate, gift, and generation-skipping transfer tax planning.
  • Excellent drafting, analytical, and legal writing skills.
  • Outstanding verbal communication and interpersonal skills.
  • Ability to manage multiple matters while maintaining exceptional attention to detail.
  • Demonstrated ability to work both independently and collaboratively within a team environment.
  • Commitment to maintaining the highest standards of professionalism, discretion, and confidentiality.
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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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