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Client Associate Jobs in Worcester, MA (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

Client Service Associate

Wellesley, MA · On-site

$16 - $22/hr

Registered 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 ...

Client Service Associate

Worcester, MA · On-site

$14.50 - $20/hr

Registered 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 ...

Client Service Associate

Worcester, MA

$14.50 - $20/hr

Registered 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 ...

Client Service Associate

Wellesley, MA

$16 - $22/hr

Registered 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 ...

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Client Associate information

See Worcester, MA salary details

$18.4K

$50.8K

$75.2K

How much do client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for client associate in Worcester, MA is $50,781.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $61,800.00 per year, depending on experience, location, and employer.

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.

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.

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 Worcester, MA? For Client Associate jobs in Worcester, MA, the most frequently searched job titles are:
What cities near Worcester, MA are hiring for Client Associate jobs? Cities near Worcester, MA with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Worcester, MA as of May 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, 1% Temporary, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $50,781 per year, or $24.4 per hour.
Mental Health Associate, Co-Occurring Disorders Unit (CDU) - 24 hours, Evenings

Mental Health Associate, Co-Occurring Disorders Unit (CDU) - 24 hours, Evenings

UMass Memorial Health

Webster, MA • On-site

Part-time

Posted 15 days ago


UMass Memorial Health rating

7.3

Company rating: 7.3 out of 10

Based on 149 frontline employees who took The Breakroom Quiz

290th of 864 rated healthcare providers


Job description

Are you an internal caregiver, student, or contingent worker/agency worker at UMass Memorial Health? CLICK HERE to apply through your Workday account.
Exemption Status:
Non-Exempt
Hiring Range:
$15.00 - $27.00
Please note that the final offer may vary within this range based on a candidate's experience, skills, qualifications, and internal equity considerations.
Schedule Details:
Holidays - Every Other Holiday, Monday through Friday, Weekends (Saturday and Sunday), Weekends - Every Other Weekend
Scheduled Hours:
2300-0700
Shift:
2 - Evening Shift, 8 Hours (United States of America)
Hours:
24
Cost Center:
25082 - 0113 Co Occuring Disorders Unit Web
This position may have a signing bonus available a member of the Recruitment Team will confirm eligibility during the interview process.
Everyone Is a Caregiver
At UMass Memorial Health, everyone is a caregiver - regardless of their title or responsibilities. Exceptional patient care, academic excellence and leading-edge research make UMass Memorial the premier health system of Central Massachusetts, and a place where we can help you build the career you deserve. We are more than 20,000 employees, working together as one health system in a relentless pursuit of healing for our patients, community and each other. And everyone, in their own unique way, plays an important part, every day.
Participates as a member of the mental health team on an inpatient behavioral health unit. Provides direct patient care including treatment planning, implementing plans, documentation, and milieu safety assessments and activities such as group activities.
I. Major Responsibilities:
1. Serves as a member of the Mental Health Team and serves both internal and external customers including patients, families, nurses, physicians and other colleagues who support the delivery of care and services.
2. Provides clear, timely communication to the units licensed nurses regarding observations and changes seen in the patient. Records behavioral data on appropriate data sheets and the electronic medical record.
3. Maintains patient safety by performing patient safety checks, environmental safety rounds, utilizing fall prevention alternative devices/strategies as directed.
4. Effectively utilizes de-escalation and calming tools and strategies and follows the Restraint Policy standards when caring for a restrained patient.
5. Participates and shares responsibility for the development and maintenance of a safe and therapeutic environment.
6. Serves as a leader or co-leader for group activities such as goal setting group, dual diagnosis groups, various activity groups, and structuring and supervising recreational activities. Handles routine situations and must request assistance from identified resources when more direction is needed.
II. Position Qualifications:
License/Certification/Education:
Required:
1. High school graduate or equivalent.
2. American Heart Association certification for health care provider CPR required upon hire or during orientation and every two years thereafter.
3. Avade 2 (restraint) training completion required within 30 days of hire.
Preferred:
1. Associate's degree preferred
2. Medical terminology and computer skills preferred
Experience/Skills:
Required:
1. Ability to read, write and communicate in English in a clear and concise manner.
2. Must have effective interpersonal skills to provide respectful, culturally and age-appropriate communication with patients, staff, visitors and others.
3. Must demonstrate effective problem-solving abilities for routine situations.
4. Must have ability to read, write and communicate in English in a clear and concise manner.
Preferred:
1. Two year's experience in a health-related field preferred.
Unless certification, licensure or registration is required, an equivalent combination of education and experience which provides proficiency in the areas of responsibility listed in this description may be substituted for the above requirements.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
We're striving to make respect a part of everything we do at UMass Memorial Health - for our patients, our community and each other. Our six Standards of Respect are: Acknowledge, Listen, Communicate, Be Responsive, Be a Team Player and Be Kind. If you share these Standards of Respect, we hope you will join our team and help us make respect our standard for everyone, every day.
As an equal opportunity and affirmative action employer, UMass Memorial Health recognizes the power of a diverse community and encourages applications from individuals with varied experiences, perspectives and backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, protected veteran status or other status protected by law.
If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at talentacquisition@umassmemorial.org. We will make every effort to respond to your request for disability assistance as soon as possible.

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