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Client Relationship Associate Jobs in West Roxbury, MA

Waverly Advisors, LLC

Client Service Associate

Boston, MA · On-site

$60K - $65K/yr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Familiarity with portfolio accounting systems and client relationship management software is ...

Waverly Advisors LLC

Client Service Associate

Boston, MA · On-site

$60K - $65K/yr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Familiarity with portfolio accounting systems and client relationship management software is ...

Partners Capital

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Position Description The Client Service Associate located in Boston will support and work closely ... Maintain the Client Relationship Management (CRM) system and update documentation records ...

Partners Capital

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Position Description The Client Service Associate located in Boston will support and work closely ... Maintain the Client Relationship Management (CRM) system and update documentation records ...

Public Consulting Group

Client Service Associate 1

Boston, MA · On-site

$15.75 - $21.75/hr

Client Success Associates will be responsible for managing, maintaining, and growing client relationships with local education agency (school district) and/or state agency stakeholders. This will be ...

Zelis

Client Manager

Boston, MA

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Owns the client relationship and responsible to build and maintain strong, long-lasting client ...

Partners Capital

Senior Associate, Client Service

Boston, MA · On-site

$88K - $109K/yr

Position Description The Senior Associate, Client Service located in Boston will support and work ... 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 ...

Wilmington Trust

Wealth Client Service Associate

Boston, MA · On-site

$26.23 - $43.71/hr

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 ...

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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Showing results 41-60

All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in West Roxbury, MA

Client Relationship Associate information

See West Roxbury, MA salary details

$25.6K

$48.2K

$68.6K

How much do client relationship associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client relationship associate in West Roxbury, MA is $48,233.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $51,200.00 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 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 job categories do people searching Client Relationship Associate jobs in West Roxbury, MA look for? The top searched job categories for Client Relationship Associate jobs in West Roxbury, MA are:
What cities near West Roxbury, MA are hiring for Client Relationship Associate jobs? Cities near West Roxbury, MA with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in West Roxbury, MA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $48,233 per year, or $23.2 per hour.

Client Service Associate

Waverly Advisors, LLC

Boston, MA • On-site

$60K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add an experienced Client Service Associate to the team in our Boston, MA office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.
Responsibilities:
  • Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.
  • Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.
  • Responds to all internal and external client requests in a timely manner.
  • Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.
  • Assists in all meeting preparation including binding and preparing presentation materials.
  • Coordinates with Private Fund team on any alternative investment subscriptions and redemptions.
  • Works directly with a variety of financial custodians (Schwab and Fidelity) to establish, maintain and update all new and existing client accounts.
  • Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.
  • Tracks information sent to financial custodians for verification of receipt and completed work.
  • Assists with tracking client money movement requests and communicating that information to Advisors.
  • Notifies Wealth Advisors if trades are needed related to client money movement requests.
  • Processes Required Minimum Distributions (RMD's) for clients on an annual basis.
  • Follows Waverly compliance policies and procedures related to client requests and other matters.
  • Administrative duties as needed.

Qualifications and Experience:
  • Bachelor's degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.
  • Experience with Schwab, Fidelity, and Pershing preferred.
  • Familiarity with portfolio accounting systems and client relationship management software is preferred.
  • Proficiency in Microsoft Office.

Competencies and Skills:
  • Proactive, team player who values building positive relationships with clients and colleagues.
  • Detail-oriented self-starter.
  • Highly organized.
  • Strong verbal and written communication skills.
  • Can-do attitude where no task is too big or small.
  • Ability to juggle demands of multiple people and deadlines.
  • Positive attitude with a willingness to learn.

Travel:
  • Minimal travel is required.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Compensation:
For this role, we have a loose salary range of $60k-65k but plan to commensurate with experience.
Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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