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Client Associate Jobs in Needham, MA (NOW HIRING)

Squaremouth

Client Services Associate

Wilmington, MA · On-site

$20.44 - $30/hr

Client Services Associate At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone ...

New

Squaremouth

Client Services Associate

Boston, MA · On-site

$20.44 - $30/hr

Client Services Associate We currently have an opportunity for a Client Services Associate to join our Employee Benefits team in our Boston, MA office on a hybrid work schedule. Specific ...

New

HUB International

Client Services Associate

Boston, MA · On-site

$20.44 - $30/hr

Client Services Associate We currently have an opportunity for a Client Services Associate to join our Employee Benefits team in our Boston, MA office on a hybrid work schedule. Specific ...

New

HUB

Client Services Associate

Wilmington, MA · Hybrid

$20.44 - $30/hr

We currently have an opportunity for a Client Services Associate to join our Employee Benefits team in our Wilmington, MA office on a Hybrid work schedule. SPECIFIC RESPONSIBILITIES : * Assist the CR ...

New

HUB

Client Services Associate

Boston, MA · Hybrid

$20.44 - $30/hr

We currently have an opportunity for an Client Services Associate to join our Employee Benefit s team in our Boston, MA office on a Hybrid work schedule. SPECIFIC RESPONSIBILITIES : * Assist the CRM ...

New

Chase

Client Service - Associate I

Boston, MA · On-site

Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in ...

5 Legal

Registered Funds Associate

Boston, MA · On-site

Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Financial Services group. The ideal candidate must have 3-6 years of ...

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All JobsClient Associate JobsClient Associate Jobs in Needham, MA

Client Associate information

See Needham, MA salary details

$20.2K

$55.5K

$82.2K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Needham, MA is $55,519.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $67,500.00 per year, depending on experience, location, and employer.

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 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.

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 Needham, MA? The most popular types of Client jobs in Needham, MA are:
What job categories do people searching Client Associate jobs in Needham, MA look for? The top searched job categories for Client Associate jobs in Needham, MA are:
What cities near Needham, MA are hiring for Client Associate jobs? Cities near Needham, MA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Needham, MA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 1% Temporary, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $55,519 per year, or $26.7 per hour.

J.P. Morgan Advisors - Senior Client Associate - Boston, MA

JPMorgan Chase & Co.

Boston, MA • On-site

$70K - $99K/yr

Full-time

Medical, Retirement

Re-posted 7 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks

Job description


J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
  • Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
  • Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
  • Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
  • Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
  • Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
  • Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:
  • Bachelor's degree or equivalent experience
  • Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
  • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
  • Proactively identify and deliver appropriate solutions that address the needs of our clients
  • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:
  • Able to adapt and stay abreast of changing technology and regulatory policies
  • Highly proficient user of Word, PowerPoint, and Excel

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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