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Client Associate Jobs in Walpole, MA (NOW HIRING)

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Intake Client Associate

Providence, RI · On-site

$21 - $24/hr

We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...

Robert Half

Private Client Associate Attorney

Boston, MA · On-site

$180K - $230K/yr

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 ...

Bank of America

Private Wealth Client Associate

Boston, MA · On-site

$25 - $44/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

TravisMathew

Client Associate - Legacy Place, MA

Dedham, MA · On-site

$15.75 - $18/hr

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

Travis Mathew

Client Associate - Legacy Place, MA

Dedham, MA · On-site

$15.50 - $17/hr

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Walpole, MA

Client Associate information

See Walpole, MA salary details

$20.2K

$55.6K

$82.3K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Walpole, MA is $55,567.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $67,600.00 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 Walpole, MA? The most popular types of Client jobs in Walpole, MA are:
What job categories do people searching Client Associate jobs in Walpole, MA look for? The top searched job categories for Client Associate jobs in Walpole, MA are:
What cities near Walpole, MA are hiring for Client Associate jobs? Cities near Walpole, MA with the most Client Associate job openings:
Client Associate jobs near you

Registered Client Associate

UBS - Experienced professionals - job boards

Boston, MA

Full-time

Posted 9 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

Educate clients on account services and capabilities
Input client information into the financial planning tools and Firm tools
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collated for new accounts and service request.
Leverage communication channels to enhance relationships with clients
Maintain management systems with up to date client information
Organize logistics for team marketing events and maintain marketing materials
Provide team with calendar detailing daily, weekly and monthly activities
Identify service opportunities for clients.
It is unlawful in Massachusetts to require right administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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