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Client Relations Associate Jobs in Ipswich, MA (NOW HIRING)

5 Legal

Tax Associate/ Special Counsel

Boston, MA · On-site

... for an associate to join their Tax practice in any of their Boston, Chicago, DC, New York, Palo ... client relations skills and experience handling several concurrent ongoing matters. Must have a ...

GMO

Marketing Enablement Associate

Boston, MA · On-site

$80/hr

Position Overview The Marketing Enablement Associate is responsible for facilitating GMO's daily ... Collaborative spirit given the need to coordinate among Global Client Relations, Marketing ...

GMO

Marketing Enablement Associate

Boston, MA

$80/hr

Position Overview The Marketing Enablement Associate is responsible for facilitating GMO's daily ... Collaborative spirit given the need to coordinate among Global Client Relations, Marketing ...

GMO

Marketing Enablement Associate

Boston, MA · On-site

$85K - $100K/yr

Position Overview The Marketing Enablement Associate is responsible for facilitating GMO's daily ... Collaborative spirit given the need to coordinate among Global Client Relations, Marketing ...

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All JobsClient Relations Associate JobsClient Relations Associate Jobs in Ipswich, MA

Client Relations Associate information

See Ipswich, MA salary details

$27.6K

$52K

$74K

How much do client relations associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client relations associate in Ipswich, MA is $52,010.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $55,200.00 per year, depending on experience, location, and employer.

What is a client relations associate?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

How does a client relations associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

What is the difference between Client Relations Associate vs Customer Service Representative?

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

What are the key skills and qualifications needed to thrive as a client relations associate?

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.
What cities near Ipswich, MA are hiring for Client Relations Associate jobs? Cities near Ipswich, MA with the most Client Relations Associate job openings:
Client Relations Associate jobs near you
Infographic showing various Client Relations Associate job openings in Ipswich, MA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $52,010 per year, or $25 per hour.

Client Relations & Trading Associate

Bostonpartners

Boston, MA • On-site

$100K - $125K/yr

Full-time

Re-posted 15 days ago

Job description

Position:

Client Relations & Trading Associate

Department:

532100 Private Wealth

Location:

Boston

Job Description:

Company Summary:
Boston Partners Private Wealth provides institutional-quality investment advisory services. We design investment strategies focused on achieving financial outcomes appropriate for our clients' goals. We provide transparency of the investments you own at the appropriate cost, while maximizing the tax efficiency of your portfolio. Our suite of services includes investment and market analysis, portfolio management, financial planning, reporting and record keeping, and custodial services. Through our partners, we also provide tax advice and preparation, insurance, and estate planning. Boston Partners Private Wealth is a division within Boston Partners Global investors, Inc.

Position Summary:
The Client Relations & Trading Associate plays a critical role in supporting both portfolio operations and client service functions of the firm. Partnering closely with the Senior Client Service Specialist, the roles focus will be to deliver exceptional client service, maintain operational excellence, and support the firm's continued growth.
Primary Responsibilities:

Client Support and Account Management:

  • Provide accurate, timely, and effective support to clients, ensuring their accounts are properly maintained and addressing any inquiries or concerns they may have.
  • Coordinate onboarding for new clients, handling necessary paperwork and facilitating smooth integration into the firm's systems.
  • Respond to client inquiries regarding account maintenance, money movement, account documentation, and operational requests.
  • Assist advisors in preparing materials for client meetings.

Operational Oversight:

  • Develop expertise in Fidelity Wealthscape, Schwab Advisor Center, Adhesion, Addepar, and Redtail CRM systems.
  • Serve as a resource for resolving custodial and operational issues.
  • Maintain knowledge of account registration types, trust structures, retirement accounts, and contribution rules.
  • Process and monitor money movement requests, including wires, ACH transfers, journals, and distributions.
  • Assist with all reporting needs using Addepar software.
  • Maintain client records and documentation standards.
  • Ensure data accuracy across custodial, portfolio management, reporting, and CRM systems.

Trading and Compliance:

  • Execute client trades across equities, fixed income securities, mutual funds, ETFs, and other approved investment vehicles through Fidelity Wealthscape and other custodial platforms.
  • Monitor trade activity to ensure adherence to investment models and client-specific restrictions.
  • Perform daily reconciliation of executed trades and review exception reports.
  • Implement portfolio rebalancing programs and model changes.
  • Execute tax-loss harvesting strategies through the Adhesion platform.
  • Work with the Compliance Department to assist with documentation required for regulatory reviews and audits as well as ensuring adherence to firm policies and procedures.

Requirements

  • Bachelor's degree required.
  • 3-5 years of experience in wealth management, investment operations, trading, or client service within an RIA, broker-dealer, family office, or trust company.
  • Experience with trading securities and supporting portfolio implementation is required.
  • Working knowledge using Addepar, Adhesion, Salesforce, Redtail, Wealthbox, or similar CRM systemis required.
  • Proficiency in Microsoft Office Suite is required.
  • Prior experience with dual custodial platforms such as Schwab and Fidelity is preferred.
  • This role requires a full-time, in-office commitment of 5 days per week.
  • Series 65 or Series 66 licenses, or willingness to obtain these with firm sponsorship.
  • CFP, CFA, or progress toward professional designation is preferred.

Compensation

The pay range for this position is $100,000-$125,000.

It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and where applicable, licensure or certification obtained. Market and firm factors are also considered. In addition to the base salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. We are an equal opportunity employer and value diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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