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Client Relationship Associate Jobs in Athol, MA (NOW HIRING)

Beacon Pointe

Relationship Manager

Amherst, MA · On-site

$65 - $85/hr

The Relationship Manager will join a highly talented team of wealth management and client service ... associates. The structure of this role is hybrid, with in-office days and remote work days.

H&R Block

Tax Associate

Leominster, MA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Athol, MA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fitchburg, MA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Gardner, MA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Hadley, MA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Greenfield, MA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Ware, MA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Peterborough, NH · On-site

$60K - $80K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Experienced Tax Professional

Hadley, MA · On-site

$15 - $80/hr

Build trusted client relationships by delivering empathetic, consultative service and identifying ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Ware, MA · On-site

$15 - $80/hr

Build trusted client relationships by delivering empathetic, consultative service and identifying ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Fitchburg, MA · On-site

$15 - $80/hr

Build trusted client relationships by delivering empathetic, consultative service and identifying ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Greenfield, MA · On-site

$15 - $80/hr

Build trusted client relationships by delivering empathetic, consultative service and identifying ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Athol, MA · On-site

$15 - $80/hr

Build trusted client relationships by delivering empathetic, consultative service and identifying ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Leominster, MA · On-site

$15 - $80/hr

Build trusted client relationships by delivering empathetic, consultative service and identifying ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Gardner, MA · On-site

$15 - $80/hr

Build trusted client relationships by delivering empathetic, consultative service and identifying ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Peterborough, NH · On-site

Build trusted client relationships by delivering empathetic, consultative service and identifying ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Cornerstone Bank

Customer Relations Associate

Athol, MA · On-site

$20 - $21/hr

The Customer Relations Associate plays a key role in ensuring operational accuracy, maintaining ... Build trust with customers by identifying opportunities to deepen customer relationships and refer ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Athol, MA

Client Relationship Associate information

See Athol, MA salary details

$26.3K

$49.5K

$70.4K

How much do client relationship associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client relationship associate in Athol, MA is $49,481.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $52,500.00 per year, depending on experience, location, and employer.

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 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 skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What cities near Athol, MA are hiring for Client Relationship Associate jobs?

Cities near Athol, MA with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Athol, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $49,481 per year, or $23.8 per hour.

Relationship Manager

Beacon Pointe

Amherst, MA • On-site

$65 - $85/hr

Other

Posted 4 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Amherst, MA office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

The structure of this role is hybrid, with in-office days and remote work days.

Responsibilities
  • Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
  • Research and respond to routine-to-complex HNW client inquiries in a timely fashion.
  • Records client inquiries including service changes, new account opening, money movement, trading, etc. in CRM
  • Monitor daily custodial alerts including cash management, account updates, and trading, and resolve accordingly.
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks.
  • Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
  • Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents.
  • Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status.
  • Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
  • Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
  • Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 1-2+ years relevant experience
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
  • Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.
About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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