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Client Service Associate Entry Level Jobs in Boston, MA

Boutique Recruiting

Client Service Associate

Wayland, MA · On-site

$70K - $85K/yr

Hybrid A boutique financial advisory firm based in Wayland, MA is hiring a detail-oriented licensed Client Service Associate to support high-touch client service operations. This hybrid role offers ...

Morgan Stanley

Client Service Associate

Wellesley, MA · On-site

$31.20K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Focus Partners Wealth

Client Service Associate

Boston, MA · Hybrid

$60K - $65K/yr

The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client ...

Morgan Stanley

Client Service Associate

Wellesley, MA · On-site

$31.20K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Wellesley, MA

$31.20K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Wellesley, MA

$31.20K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Stifel

Client Service Associate

Boston, MA

$40K - $59.80K/yr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Vodia Ventures

Client Service Associate

Boston, MA

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

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Client Service Associate Entry Level information

See Boston, MA salary details

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How much do client service associate entry level jobs pay per hour?

As of May 31, 2026, the average hourly pay for client service associate entry level in Boston, MA is $18.62, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.91 per hour, depending on experience, location, and employer.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

What are popular job titles related to Client Service Associate Entry Level jobs in Boston, MA? For Client Service Associate Entry Level jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in Boston, MA look for? The top searched job categories for Client Service Associate Entry Level jobs in Boston, MA are:
What cities near Boston, MA are hiring for Client Service Associate Entry Level jobs? Cities near Boston, MA with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Client Service Associate

Client Service Associate

Boutique Recruiting

Wayland, MA • On-site

$70K - $85K/yr

Full-time

Medical, Retirement, PTO

Posted 11 days ago

Job description

Hybrid
A boutique financial advisory firm based in Wayland, MA is hiring a detail-oriented licensed Client Service Associate to support high-touch client service operations. This hybrid role offers the opportunity to work with a collaborative, tight-knit team that advises individuals and institutions on wealth management, retirement planning, and investment strategy. Ideal for someone with a background in financial services or banking who enjoys building relationships and thrives in a fast-paced, client-first environment. With flexible hours, unlimited PTO, and growth potential, this is a great opportunity to deepen your financial operations expertise in a mission-driven firm.
Salary Range: $85,000 - $95,000 / Year DOE
Client Service Associate Responsibilities:
  • Manage client onboarding, account documentation, and data entry
  • Prepare financial reports and maintain up-to-date client records
  • Execute investment transactions and assist with fund movement
  • Respond to client inquiries with timely, professional communication
  • Support financial advisors with modeling and GAAP-compliant tasks
  • Ensure data accuracy within CRM and internal systems
  • Assist with administrative and office operations as needed

Client Service Associate Requirements:
  • Bachelor's degree required
  • Must be licensed and working at RIA directly
  • 2+ years of experience in financial services, banking, or client service
  • Proficient in Excel, CRM systems, and Microsoft Office Suite
  • Strong organizational skills and detail-oriented work style
  • Excellent communication and interpersonal skills
  • Familiarity with financial modeling, GAAP compliance is a plus
  • FINRA Series 66 or 65 licenses

Benefits:
  • Health insurance coverage
  • 401(k) plan with company match
  • Unlimited PTO plus paid holidays
  • Opportunity for professional growth
  • Supportive, flexible workplace culture

Take the next step in your career with a firm focused on personalized financial strategy, seeking a detail-driven Client Service Associate to streamline operations and deliver exceptional client support!
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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