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Client Relationship Associate Jobs in Needham, MA

M&T Bank

Wealth Client Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships ...

Wilmington Trust

Wealth Client Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships ...

Partners Capital

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

For more information, visit The Position The Client Operations Associate located in Boston will ... Maintain the Client Relationship Management (CRM) system and update documentation records ...

3/25/2026

Client Services Coord

Acton, MA · On-site

$48K - $52K/yr

Track and manage client milestones in our CRM system; birthdays, anniversaries. * Call clients for ... Qualifications: * 4-year college degree or Associate degree. * 1-2 years of experience in a ...

3/25/2026

Client Services Coord

Acton, MA · On-site

$48K - $52K/yr

Track and manage client milestones in our CRM system; birthdays, anniversaries. * Call clients for ... Qualifications: * 4-year college degree or Associate degree. * 1-2 years of experience in a ...

Insurancecenterinc

Associate Producer

Wakefield, MA · On-site

$60 - $80/hr

Progress toward independent management of client relationships and sales opportunities ... As an Associate Producer, you'll receive a competitive compensation package that includes a base ...

Bank of America

Relationship Manager

Lexington, MA · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

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Client Relationship Associate information

See Needham, MA salary details

$27.2K

$51.3K

$73K

How much do client relationship associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client relationship associate in Needham, MA is $51,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $54,500.00 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 are popular job titles related to Client Relationship Associate jobs in Needham, MA?

For Client Relationship Associate jobs in Needham, MA, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Needham, MA look for?

The top searched job categories for Client Relationship Associate jobs in Needham, MA are:

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

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

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Needham, MA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 15% Part Time, and 5% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $51,297 per year, or $24.7 per hour.

Wealth Client Associate

M&T Bank

Boston, MA • On-site

$26.23 - $43.71/hr

Full-time

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

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description

Overview:
Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategyResolves the more routine service issues within the team.
Primary Responsibilities:
  • Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client.
  • Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships).
  • Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials.
  • Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships.
  • Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
  • Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank.
  • Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Education and Experience Required:
Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience
Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software
Education and Experience Preferred:
Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience
Exposure to and knowledge of the Bank's retail and commercial banking systems
Knowledge of Private Banking products and services
Trust experience
Ability to work independently and in a team-based environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.23 - $43.71 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Boston, Massachusetts, United States of America

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