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Client Relationship Associate Jobs in Rhode Island

Berkshire Bank

Investment Sales Associate

Providence, RI · On-site

$52K - $90K/yr

The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

... relationships. Leading with a client first mindset, a successful candidate for this role will have ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

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Client Relationship Associate information

See Rhode Island salary details

$24.5K

$46.1K

$65.6K

How much do client relationship associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for client relationship associate in Rhode Island is $46,115.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $49,000.00 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 Rhode Island? The most popular types of Client Relationship jobs in Rhode Island are:
What are popular job titles related to Client Relationship Associate jobs in Rhode Island? For Client Relationship Associate jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Rhode Island look for? The top searched job categories for Client Relationship Associate jobs in Rhode Island are:
What cities in Rhode Island are hiring for Client Relationship Associate jobs? Cities in Rhode Island with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Rhode Island as of July 2026, with employment types broken down into 1% As Needed, 65% Full Time, 31% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,115 per year, or $22.2 per hour.
Representative, Client Services - Sep 2026 (Smithfield)

Representative, Client Services - Sep 2026 (Smithfield)

Fidelity Investments

Smithfield, RI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services

Job description


Target Class Start Date: September 21, 2026
Are you customer-focused and striving to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes immersive paid training during onboarding!
**Associates in this role can work in Smithfield, RI or in Westlake, TX.
The Role
The Operations & Services Group (OSG) Client Services division is seeking entry-level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions, and processing client inquiries received by phone or in writing.
We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.
The Expertise/Skills You Bring
  • 2+ years of relevant experience in either call/contact center customer service and/or financial services operations

  • Excellent, proactive customer or client servicing skills, highly preferred

  • Experience working in a very dynamic environment managing competing priorities

  • Effective time management skills to meet deadlines

  • Self-motivated and has the desire to proactively take on additional responsibilities

  • Highly attentive to detail and organized, in order to execute on responsibilities efficiently

  • You are punctual, and demonstrate a strong dedication to attendance

  • You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes

  • You have phenomenal communication, influencing and problem-solving skills

  • Working experience multi-tasking and working in a fast-paced environment to meet processing time frames or deadlines

  • You have the desire to identify areas of improvement and be a part of developing the plan to implement change

  • You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty

Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We provide superior customer service to Fidelity's Institutional businesses through innovation, dedication, and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Brokerage Operations
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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