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Client Relationship Associate Jobs in Springfield, MA

SS&C Technologies

Associate Manager

Windsor, CT · On-site

$137K/yr

Associate Manager, Investor Services Locations: Evansville, IN or Union, NJ or New York, NY or ... Excellent client relationship management skills with a proven ability to communicate effectively ...

SS&C

Associate Manager

Windsor, CT · Hybrid

$70K - $135K/yr

Associate Manager, Investor Services Locations: New York, NY| Union, NJ | Windsor, CT | Braintree ... Excellent client relationship management skills with a proven ability to communicate effectively ...

SS&C

Associate Manager

Windsor, CT · Hybrid

$137K/yr

Associate Manager, Investor Services Locations: Evansville, IN or Union, NJ or New York, NY or ... Excellent client relationship management skills with a proven ability to communicate effectively ...

SS&C

Associate Manager

Windsor, CT · Hybrid

$70K - $135K/yr

Associate Manager, Investor Services Locations: New York, NY| Union, NJ | Windsor, CT | Braintree ... Excellent client relationship management skills with a proven ability to communicate effectively ...

Keybank

Financial Wellness Associate

Ludlow, MA

$19.23 - $28.37/hr

Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and ...

New

Pwc

Oracle HCM Senior Associate

Hartford, CT

$77K - $202K/yr

Focused on relationships, you are building meaningful client connections, and learning how to ... As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain ...

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

Client Relationship Associate information

See Springfield, MA salary details

$24.9K

$46.9K

$66.8K

How much do client relationship associate jobs pay per year?

As of Jul 5, 2026, the average yearly pay for client relationship associate in Springfield, MA is $46,924.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $49,800.00 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.
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Client Relationship Associate jobs near you
Associate Manager

Associate Manager

SS&C Technologies

Windsor, CT • On-site

$137K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

115th of 202 rated software companies

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
Job Title: Associate Manager, Investor Services
Locations: Evansville, IN or Union, NJ or New York, NY or Windsor, CT or Boston, MA - Hybrid
About the Role
As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions 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
  • Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.
  • Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements.
  • Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships.
  • Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications.
  • Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction.
  • Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.
  • Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.
  • Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.
  • Participate in client due diligence meetings and present on investor services capabilities.
  • Assist in the preparation of management reports and metrics related to investor activity and team performance.

Required Experience
  • Bachelor's Degree in Finance, Business Administration or similar field
  • 6+ years' experience in Investor Services or related field financial services industry with a least 2 years in a leadership or supervisory capacity
  • Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.
  • Demonstrated ability to manage complex projects and work effectively with corporate executives.
  • Excellent communication skills, including written, listening and presentation abilities
  • Demonstrated ability to manage and motivate a team, fostering a positive and productive work environment.
  • Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g., AML/KYC compliance, FATCA, CRS)
  • Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual funds) and their associated investor servicing requirements.

What Sets You Apart (preferred qualifications)
  • FINRA Series 6 or 7 license preferred but not required.
  • Proficiency in investor relations software and Microsoft Office Suite (especially Excel).
  • Exceptional organizational skills and attention to detail.
  • Ability to work effectively in a fast-paced, deadline-driven environment.
  • Strong problem-solving and analytical abilities.

Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-Hybrid, #LI-JS, #CA-JS
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.
New Jersey: The expected base salary for the position is between $66,000 USD to $137,000 USD. New York: The expected base salary for the position is between $60,000 USD to $130,000 USD. Massachusetts: The expected base salary for the position is between $70,000 USD to $125,000 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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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

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