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Client Relationship Associate Jobs in Massachusetts

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

The Associate will implement client service strategies, foster client relationships, ensure ... Client Relationship Management: * Build strong relationships with key institutional clients ...

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

The Associate will implement client service strategies, foster client relationships, ensure ... Client Relationship Management: * Build strong relationships with key institutional clients ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Massachusetts

Client Relationship Associate information

See Massachusetts salary details

$27.3K

$51.4K

$73.2K

How much do client relationship associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for client relationship associate in Massachusetts is $51,427.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $54,600.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a Client Relationship Associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a client relations associate do?

A client relations associate manages communication and builds relationships with clients to ensure satisfaction and retention. They handle inquiries, resolve issues, and support account management using tools like CRM software, often working in a fast-paced environment. Strong communication and problem-solving skills are essential for this role.

Is a CSA job stressful?

A Client Relationship Associate (CSA) role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or high-demand situations.

What does a customer relations associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and communicate company services, often using CRM tools and maintaining professional communication skills. Their role supports customer retention and business growth.

How much does a client relationship associate make at Bank of America?

A Client Relationship Associate at Bank of America typically earns an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

What does a Client Relationship Associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
What are the most commonly searched types of Client Relationship jobs in Massachusetts? The most popular types of Client Relationship jobs in Massachusetts are:
What are popular job titles related to Client Relationship Associate jobs in Massachusetts? For Client Relationship Associate jobs in Massachusetts, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Massachusetts look for? The top searched job categories for Client Relationship Associate jobs in Massachusetts are:
What cities in Massachusetts are hiring for Client Relationship Associate jobs? Cities in Massachusetts with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Massachusetts as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 25% Part Time, 4% Temporary, and 1% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $51,427 per year, or $24.7 per hour.
Manager, Client Relationship Management

Manager, Client Relationship Management

SS&C

Boston, MA • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Manager, Client Relationship Management

Location: Kansas City, MO; Boston, MA; Braintree, MA; Denver, CO (hybrid)

About the Role

The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations. Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth.

Why Join SS&C

SS&C combines proprietary technology with deep industryexpertiseto support complex financial and health care operations. Our teams design, implement, andoperatesolutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.

  • Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.

  • Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.

  • Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.

  • Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.

  • Coordinate and collaborate with cross-functional teams (sales, compliance, fund accounting, technology, billing, legal) to ensure seamless service delivery, enhanced service offerings, and continuous client support.

  • Demonstrate the value of SS&C's support offerings to clients, identifying opportunities for expanded support business.

  • Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.

  • Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company's services remain compliant and align with industry standards.

  • Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.

  • Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.

  • Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.

RequiredExperience

  • Bachelor's degree or equivalent work experience.

  • 5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses

  • Experience managing client relationships and supporting clients within a financial services or wealth management environment.

  • Strong understanding of alternative investment products, distribution channels, and investor servicing processes.

  • Experience working with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms such as iCapital or CAIS.

  • Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.

  • Experience with operational processes related to interval funds, non-traded REITs, BDCs, and other alternative investment structures.

  • 3+ years of experience leading teams, managing associates, or serving in a supervisory role.

  • Strong leadership, collaboration, and communication skills with the ability to build relationships with clients, internal partners, and cross-functional teams.

  • Strong problem-solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.

  • Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment.

  • Strong organizational skills with the ability to coordinate resources and support client deliverables.

  • Ability to communicate complex operational processes clearly to both technical and non-technical audiences.

  • Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.

  • Ability to quickly learn and adapt to new systems, processes, and business requirements.

Join SS&C, where innovation meets global opportunities.Click heretoapply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.Colorado: The expected base salary for the position is between $70,000 USD to $130,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $165,000 USD.In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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