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Client Associate Jobs in Wakefield, MA (NOW HIRING)

HB Travels

Client Services Associate / Travel

Salem, MA · On-site

About the job Client Services Associate / Travel Are you passionate about travel and committed to delivering outstanding client service? We are seeking Client Services Associates / Travel to join our ...

Carrier

Client Services Associate

Beverly, MA · On-site

$53K - $106K/yr

About This Role The Client Services Associate is responsible for providing customer care to Sensitech's client base. The service-oriented Associate will use their analytical thinking skills to ...

Carrier

Client Services Associate

Beverly, MA · On-site

$53K - $106K/yr

About This Role The Client Services Associate is responsible for providing customer care to Sensitech's client base. The service-oriented Associate will use their analytical thinking skills to ...

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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SS&C

Associate Client Relations Specialist

Braintree, MA · Hybrid

$40K - $50K/yr

Associate Client Relations Specialist Locations: Kansas City, MO | Denver, CO | Boston, MA | Braintree, MA | Hybrid (6 Days in Office Each Month) About the Role As an Associate Client Relations ...

SS&C

Associate Client Relations Specialist

Boston, MA · Hybrid

$43K - $54K/yr

Associate Client Relations Specialist Locations: Kansas City, MO | Denver, CO | Boston, MA | Braintree, MA | Hybrid (6 Days in Office Each Month) About the Role As an Associate Client Relations ...

Guidepoint

Client Service Healthcare Associate

Boston, MA · On-site

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

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All JobsClient Associate JobsClient Associate Jobs in Wakefield, MA

Client Associate information

See Wakefield, MA salary details

$19.5K

$53.7K

$79.6K

How much do client associate jobs pay per year?

As of Jul 2, 2026, the average yearly pay for client associate in Wakefield, MA is $53,728.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $65,400.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 cities near Wakefield, MA are hiring for Client Associate jobs? Cities near Wakefield, MA with the most Client Associate job openings:
Client Associate jobs near you

Client Services Associate / Travel

HB Travels

Salem, MA • On-site

Other

Posted 7 days ago

Job description

About the job Client Services Associate / Travel
Are you passionate about travel and committed to delivering outstanding client service? We are seeking Client Services Associates / Travel to join our growing team. This opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a rewarding career in the travel industry with complete flexibility.
Key Responsibilities

  • Provide personalized travel support and recommendations tailored to client needs
  • Design customized vacation packages, including resorts, cruises, excursions, and tours
  • Manage the end-to-end booking process to ensure seamless travel experiences
  • Maintain strong client relationships through proactive communication and follow-up
  • Stay current with travel industry trends, destinations, and emerging opportunities
Qualifications
  • Genuine passion for travel and customer service excellence
  • Strong communication, organizational, and problem-solving skills
  • Ability to work independently in a remote environment
  • Prior experience in customer service or travel (a plus, but not required)
  • Must be 18+ with reliable internet and a dedicated workspace
What We Offer
  • Flexible scheduling with complete work-life balance
  • Comprehensive training and onboarding ,no prior experience required
  • Ongoing mentorship and professional development
  • Unlimited earning potential with commission-based income
  • Exclusive travel perks, discounts, and benefits
  • Opportunity to obtain IATA accreditation for qualified participants

If you are seeking a professional, flexible, and growth-oriented role where you can combine your love for travel with exceptional client service, this may be the perfect fit.
Apply today to explore a career as a Client Services Associate / Travel.

Apply