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Client Associate Jobs in Fairfield, CT (NOW HIRING)

Morgan Stanley

Client Service Associate

Greenwich, CT

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Stifel

Client Service Associate

Hamden, CT

$44K - $65K/yr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Client Service Associate

Hamden, CT

$44K - $65K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Stifel

Client Service Associate

Hamden, CT · On-site

$44K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

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All JobsClient Associate JobsClient Associate Jobs in Fairfield, CT

Client Associate information

See Fairfield, CT salary details

$18.9K

$52K

$77K

How much do client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client associate in Fairfield, CT is $51,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,800.00 and $63,200.00 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 Fairfield, CT?

The most popular types of Client jobs in Fairfield, CT are:

What are popular job titles related to Client Associate jobs in Fairfield, CT?

For Client Associate jobs in Fairfield, CT, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Fairfield, CT look for?

The top searched job categories for Client Associate jobs in Fairfield, CT are:

What cities near Fairfield, CT are hiring for Client Associate jobs?

Cities near Fairfield, CT with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Fairfield, CT as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $51,965 per year, or $25 per hour.

Client Service Associate - Kings Park, NY

R.H. Personalmanagement GmbH

Kings Park, NY • On-site

Other

Re-posted 22 days ago

Job description

Summary
The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
  • Maintain CRM database; define and ensure adherence to appropriate client service models
  • Manage multiple and competing priorities daily in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate
Knowledge, Skills, and/or Abilities
  • Advanced computer skills (Outlook, Word, and Excel) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners
Education and/or Experience
  • Bachelor's degree in a business-related field preferred
  • The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
  • Previous experience in small business culture preferred

Benefits: None
Growth Potential: Yes. Transition to Full Time position with benefits
Office with personalized Laptop Provided
Hybrid/Remote Work Potential: After training is completed
Flexible Work Hour: Can design own schedule at start
Hiring Procedure: Submit Resume, Phone Call Interview, In Person Interview
Work Attire: Business Casual

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