ZipRecruiter

Log In

1

Client Associate Jobs in Southington, CT (NOW HIRING)

previous page

Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Southington, CT

Client Associate information

See Southington, CT salary details

$18.8K

$51.7K

$76.7K

How much do client associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client associate in Southington, CT is $51,748.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $63,000.00 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 Southington, CT?

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Southington, CT as of August 2026, with employment types broken down into 80% Full Time, 16% Part Time, and 4% Contract. Highlights an 61% Physical, 2% Hybrid, and 37% Remote job distribution, with an average salary of $51,748 per year, or $24.9 per hour.

Client Relations Representative - Westbrook, CT

Retirement Income Source SFG

Westbrook, CT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

Description: POSITION: Client Relations Representative  

Location: Westbrook, CT

Schedule: M-F from 8:30 – 5:00pm (onsite + local travel) 

FLSA Classification: Non-Exempt


Who We Are

At Retirement Income Source | SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.


We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.


Position Summary

This is a sales development and client relationship role, not a passive administrative position as the Advisor’s territory grows into expanding markets.


The Client Relations Representative (CRR) is responsible for:

  • Driving appointment generation from warm and event-based leads
  • Executing and supporting 8–10 marketing events per quarter
  • Initiating new client onboarding paperwork with precision
  • Owning outreach metrics and performance goals

You will work directly alongside the Advisor to expand market presence across Londonderry, NH, and Leominster, MA. This role includes local travel between offices and event venues (mileage reimbursed). Success in this position directly impacts revenue growth.


Key Responsibilities

Sales Development & Appointment Setting

  • Execute outbound follow-up on workshop attendees, seminar leads, and internal marketing lists
  • Secure a minimum of 6+ first-time kept advisor appointments per week
  • Reactivate dormant leads and no-shows
  • Maintain persistent follow-up cadence until leads are booked, declined, or disqualified
  • Track and report KPIs including: Outreach volume, Appointments set, Show rate, Conversion rate
  • Log all activity in CRM (Redtail) same day
  • Maintain high-energy phone presence with strong closing capability

Approximately 70% of this role is phone-based sales activity.


Marketing & Event Execution (8–10 Per Quarter)

In partnership with the Advisor and Marketing team:

  • Scout and recommend venues
  • Coordinate contracts and approvals
  • Manage RSVPs and confirmations
  • Oversee check-in and event-day logistics
  • Conduct same-day or next-day follow-up to maximize appointment conversion
  • Collaborate on additional initiatives (e.g., lunch & learns)

This role requires comfort engaging prospects face-to-face at public events.


Client Service & Onboarding Support

• Initiate new client onboarding paperwork

• Accurately prepare applications, transfer forms, and client profile documentation

• Submit complete documentation to the New Business team (Westbrook office)

• Ensure compliance and accuracy in all paperwork (this role submits — does not manage follow-up processing)

• Coordinate Advisor calendars for efficiency

• Maintain professional office and reception presence

Requirements:Must-Have Qualifications

Background and Experience:

  • Minimum 2 years of sales or business development experience, with demonstrated ownership of KPIs and measurable performance results.
  • Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred, but not required
  • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
  • Exceptional attention to detail, with strong organizational and time management abilities
  • Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:

  • CRM experience and proficiency in Microsoft Office Suite.
Physical & Work Environment Requirements
  • Office-based role with travel to events and satellite offices, occasional evening or Saturday coverage (mileage reimbursement provided)
  • Ability to work at a desk for extended periods and lift up to 10 pounds.
Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

  • 100% employer-covered medical benefits and an HRA account
  • Dental & vision plans
  • Short and long-term disability insurance
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Free onsite parking
  • Company-provided laptop and required technology


Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.