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

Stifel

Client Service Associate

White Plains, NY

$43K - $65K/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 ...

Stifel

Client Service Associate

White Plains, NY · On-site

$43K - $65K/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 ...

Stifel

Client Service Associate

White Plains, NY · On-site

$43K/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 ...

Vodia Ventures

Client Service Associate

Westport, CT · 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 ...

Vodia Ventures

Client Service Associate

Manhattan, NY · On-site

$90K - $110K/yr

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

Invesco

Client Service Associate

New York, NY · Hybrid

$80K - $85K/yr

We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services ...

eTeam

CW-SS-Client Service Associate

Manhattan, NY · On-site

Client Service Associate Location: New York, NY 10017 (Hybrid) Duration: 12 Months The Client Service Associate partners with associates across Global Client Group to service clients (Institutional ...

Guidepoint

Client Service Associate

New York, NY · 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 ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Greenwich, CT

Client Service Associate information

See Greenwich, 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 Greenwich, CT is $19.25, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $21.59 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 Greenwich, CT are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Greenwich, CT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $40,032 per year, or $19.2 per hour.

Sr Client Service Associate

Wealth Enhancement Group, LLC

Great Neck, NY • On-site

$80 - $90/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Sr Client Service Associate

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of over 80,000 households nationwide. We seek a highly motivated associate to join our Great Neck, NY office as part of the High‑Net‑Worth team, acting as the liaison between clients and financial advisors.

Primary Responsibilities
  • New Client Onboarding: ensures accurate completion of prospect/new client paperwork and setup, follows up on funds transfer from surrendering company, maintains Salesforce database, researches and resolves issues with brokers, operations, and vendors, and records incoming assets to the appropriate blotting tool.
  • Client Relationship Management: dialogues with clients to understand their history and financial needs, prepares account transactions, trades, deposits, withdrawals, RMDs, etc., communicates client requests, resolves issues including death claim processing, and may work with client’s tax/ legal counsel.
  • Client Review Prep and Follow‑Up: gathers client data, prepares materials for meetings and reviews, conducts tax research (1099s), and completes any follow‑up needs.
  • Industry and Company Knowledge: demonstrates knowledge of WEG’s suitability guidelines, operational processes, and sales model; understands financial terminology and products; proficient with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.
  • Team and Corporate Support: assists advisor team operations to streamline processes, completes operational projects supporting enhancements and changes, and communicates process and sales updates to the team.
Education & Qualifications
  • Bachelor’s Degree (or equivalent experience) in business, finance, economics or a related field.
  • 3+ years financial services experience preferred.
  • Minimum 1 year as a Client Service Associate.
  • Superior verbal and written communication skills.
  • Proficient with Microsoft Office Suite; strong proficiency with Excel.
  • Familiarity with Salesforce and support‑org functionality.
Compensation and Benefits

Base Salary Range: $80,000.00 – $90,000.00. The full salary grade for the Career level is $51,450.00 – $84,000.00.

  • Training and professional development.
  • Medical, dental and vision coverage (full‑time employees and families).
  • Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent and transit expenses.
  • Life and AD&D insurance – employer paid and voluntary options.
  • Short‑term and long‑term disability, workers’ compensation – employer paid.
  • 401(k) with match and profit sharing.
  • Wellness programs and resources.
  • Voluntary benefits, including pet insurance.
  • 18 days of paid time off (accrued annually; 25 PTO days after 4 years of service).
  • 12 paid holidays each year (10 predetermined and 2 floating).
  • Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure).
  • Reimbursement for tuition, licensing and other credentials (after meeting service requirements).
Work Environment & Physical Requirements

This position requires the ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems.

Equal Opportunity Statement

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability or any other protected status. Personal information is handled in accordance with applicable data protection laws.

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