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Client Service Associate Jobs in Bridgewater, 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 as the liaison between clients and advisors/financial planners, as part of our overall client ...

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1 - 4 years of experience in client relationship management, customer success, or ...

Pathstone

Client Service Associate

Boston, MA

$70K - $85K/yr

We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1 - 4 years of experience in client relationship management, customer success, or ...

Oppenheimer & Co. Inc.

Be Seen First

Client Service Associate - Financial Services

Providence, RI · On-site

$45K - $60K/yr

We are currently hiring for the role of Client Service Associate to add to our established and growing team! Primary responsibility is to support Financial Advisors in sales and in day-to-day ...

Oppenheimer & Co. Inc.

Be Seen First

Client Service Associate - Financial Services

Providence, RI · On-site

$45K - $60K/yr

We are currently hiring for the role of Client Service Associate to add to our established and growing team! Primary responsibility is to support Financial Advisors in sales and in day-to-day ...

Guidepoint

Client Service Associate

Boston, MA · Hybrid

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

Boston, MA · On-site

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Morgan Stanley

PWM Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Registered 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

PWM Client Service Associate

Boston, MA · On-site

$40.87/hr

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...

M&T Bank

Wealth Client Service Associate

Boston, MA · On-site

$26.23 - $43.71/hr

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 ...

M&T Bank

Wealth Client Service Associate

Boston, MA · On-site

$26.23 - $43.71/hr

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 ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Bridgewater, MA

Client Service Associate information

See Bridgewater, MA salary details

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How much do client service associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for client service associate in Bridgewater, MA is $17.88, according to ZipRecruiter salary data. Most workers in this role earn between $14.57 and $20.05 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Bridgewater, MA are hiring for Client Service Associate jobs?

Cities near Bridgewater, MA with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Bridgewater, MA as of August 2026, with employment types broken down into 1% As Needed, 63% Full Time, 34% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $37,194 per year, or $17.9 per hour.

Client Service Associate

Waverly Advisors, LLC

Boston, MA • On-site

$60K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 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 an approximate 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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