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Client Service Associate Jobs in Fairfield, CT (NOW HIRING)

NatWest Markets

FX PB Client Services Associate

Stamford, CT · On-site

$85K - $130K/yr

FX PB Client Services Associate LocationStamford,United States Job typePermanent |Contract typeFull ... Client Service team, you'll be responsible for building and maintaining relationships with external ...

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Client Service Associate information

See Fairfield, CT salary details

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How much do client service associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for client service associate in Fairfield, CT is $17.47, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $19.62 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 are the most commonly searched types of Client Service jobs in Fairfield, CT?

The most popular types of Client Service jobs in Fairfield, CT are:

What cities near Fairfield, CT are hiring for Client Service Associate jobs?

Cities near Fairfield, CT with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Fairfield, CT as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $36,347 per year, or $17.5 per hour.

Client Service Associate - Kings Park, NY

Kestra Financial

Kings Park, NY • On-site

Other

Re-posted 23 days ago

Job description

Summary

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

  • Assist in preparation of consolidated performance reporting on a monthly/quarterly basis

  • Maintain CRM database; define and ensure adherence to appropriate client service models

  • Manage multiple and competing priorities daily in pursuit of business objectives

  • Other responsibilities as assigned by the Senior Client Service Associate

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, and Excel) are essential

  • Excellent communication skills, both verbally and in writing

  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

  • Ability to build relationships with clients and internal partners

Education and/or Experience

  • Bachelor’s degree in a business-related field preferred

  • The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.

  • Previous experience in small business culture preferred

Benefits: None

Growth Potential: Yes. Transition to Full Time position with benefits

Office with personalized Laptop Provided

Hybrid/Remote Work Potential: After training is completed

Flexible Work Hour: Can design own schedule at start

Hiring Procedure: Submit Resume, Phone Call Interview, In Person Interview

Work Attire: Business Casual

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