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Client Service Associate Entry Level Jobs in Lawrence, MA

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 ...

Vodia Ventures

Client Service Associate

Boston, MA · On-site

$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 ...

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 with senior members of the Client Service Team in coordinating the portfolio operations for a range ...

Stifel

Client Service Associate

Boston, MA · On-site

$40K/yr

What You'll Be Doing 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 ...

Ceritypartners

Client Service Associate

Boston, MA

$60K - $80K/yr

Schedule client meetings. * Basic preparation and follow-up for client meetings. * Prepare client ... Our people drive our success by working together to deliver exceptional service to our clients.

Cerity Partners

Client Service Associate

Boston, MA

$60K - $80K/yr

Schedule client meetings. * Basic preparation and follow-up for client meetings. * Prepare client ... Our people drive our success by working together to deliver exceptional service to our clients.

Cerity Partners

Client Service Associate

Boston, MA · On-site

$60K - $80K/yr

Schedule client meetings. * Basic preparation and follow-up for client meetings. * Prepare client ... Our people drive our success by working together to deliver exceptional service to our clients.

Winston Flowers

Client Service Associate

Boston, MA

$20 - $25/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

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Client Service Associate Entry Level information

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$9

$17

$28

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

As of Jun 1, 2026, the average hourly pay for client service associate entry level in Lawrence, MA is $17.98, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $20.19 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 Lawrence, MA? For Client Service Associate Entry Level jobs in Lawrence, MA, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in Lawrence, MA look for? The top searched job categories for Client Service Associate Entry Level jobs in Lawrence, MA are:
What cities near Lawrence, MA are hiring for Client Service Associate Entry Level jobs? Cities near Lawrence, MA with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you

Client Service Associate

Focus Partners Wealth

Boston, MA • Hybrid

$60K - $65K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 22 days ago

Job description

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team! 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's goals and long-term priorities.

In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You'll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

  • Deliver accurate, timely service to advisors and clients with a "one-contact resolution" mindset, taking full ownership of issues through final resolution.
  • Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
  • Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
  • Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
  • Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
  • Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.

Qualifications:

  • Bachelor's Degree with 1+ years relevant experience (including internships).
  • Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred. 
  • Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
  • Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
  • Strong interest in financial planning and investments, with a desire to grow and develop in the role.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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