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

AEROSPACE ALLOYS INC

Client Service

Bloomfield, CT · On-site

$18 - $22/hr

Dental insurance * Health insurance * Paid time off Client Service Position. Responsibilities may include, but will not be limited to: Communicating with customers throughout the sales process ...

Aerospace Alloys

Client Service

Bloomfield, CT · On-site

$16 - $21.75/hr

Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Client Service Position. Responsibilities may include, but will not be limited to: Communicating with customers ...

LifeWorks, Inc.

Client Service Manager

Hartford, CT · On-site

$71K - $80K/yr

The Client Service Manager will collaborate closely with sales, record-keeping and operations associates, and will be required to participate in sales final presentations as needed. This role has ...

Lifeworks

Client Service Manager

Hartford, CT · On-site

$71K - $80K/yr

The Client Service Manager will collaborate closely with sales, record-keeping and operations associates, and will be required to participate in sales final presentations as needed. This role has ...

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

Client Service Associate information

See Meriden, CT salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Jul 11, 2026, the average hourly pay for client service associate in Meriden, CT is $16.80, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.85 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What are Client Service Associates?

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.
What cities near Meriden, CT are hiring for Client Service Associate jobs? Cities near Meriden, CT with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Meriden, CT as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,937 per year, or $16.8 per hour.
Client Service Associate

Client Service Associate

Transcend Practice Management

Shelton, CT • On-site

$65K - $80K/yr

Other

Posted 11 days ago

Job description

Client Service Associate

Location: Shelton, CT

Compensation: $65,000 - $80,000 (based on experience)

Status: Full-time; Hybrid (one day from home)

We are a multigenerational firm that strives to serve our community with integrity, passion and a commitment to excellence. Our team provides financial planning, tax strategies, retirement solutions, and a wide array of wealth management services that prioritize our clients’ best interests, as we support them with an elevated standard of care, We pride ourselves on our white-glove service, and we believe in fostering a workplace where all feel encouraged to contribute and grow as we work together for our clients and community.

As a Client Service Associate, you will work with our team to assure seamless communication and structure for our clients as they navigate their financial services experience with us. The ideal candidate will bring a mixture of excellent verbal and written communications skills, strong administrative abilities, and a passion for detail to the position, as well as a client-first and team-based mindset. Our office culture is interactive, positive, and supportive of employee satisfaction and growth.

Ideal Candidate Attributes:

  • Exceptional attention to detail and organizational skills
  • Energetic and enthusiastic approach to work
  • Strong commitment to exceeding client expectations
  • Flexibility and willingness to support the team in various capacities
  • Proficiency in handling diverse assignments in support of the team
  • Excellent communication skills for building relationships within the firm and with our clients
  • Excellent time management, prioritization skills, ability to take initiative
  • High integrity, strong work ethic, and respect for confidentiality
  • Desire to be a long-term, integral part of our team
  • Vision for the long-term opportunities within the firm and the industry

Key Responsibilities:

  • Diligently prioritize and manage all operational and administrative tasks
  • Anticipate advisor/team needs and handle them proactively
  • Coordinate and organize meetings with advisor, generate reports and all necessary forms; remain updated on team priorities and project timelines
  • Coordinate the advisor’s and team’s calendar and schedules, ensuring efficient time management; create/complete appointment reminders
  • Develop processes to complete all business paperwork, document submissions, requests and correspondence, track and order supplies
  • Track all paperwork when documents are outstanding, track NIGO’d paperwork; update pending business summary sheet for advisor’s attention, track and tally all outstanding work weekly
  • Process all new business and administrative transactions in a timely manner
  • Complete all forms accurately and submit them within one business day
  • Use CRM system efficiently to schedule client meetings, marketing activities, and to enter new contacts, file and update client correspondence, statements, agreements, and so forth
  • Use Commonwealth services, such as COMMunity Link® and online trading
  • Update contact management system in Commonwealth CRM
  • Screen, organize, and manage tasks with the goal of focusing the team’s attention where it's most needed
  • Assist with data entry of all client financial information; input/update data to investment analytics system; review completed client forms for accuracy
  • Answer the phone and greet clients for team; handle all client service issues within capacity; control the lobby tv
  • Process incoming mail, prepare and send outgoing mail; perform merging for mailings and draft letters as directed by advisor
  • Create and coordinate annual client appreciation event, client gift program
  • Manage the firm’s website, social media platforms, and blast email campaigns
  • Regularly review Commonwealth news items, technology updates, email communications, and report pertinent information to advisor
  • Suggest updates to systemize and. improve office functions
  • Prepare marketing material as needed; implement specific tasks on the advisor’s marketing calendar
  • Log & upload Signature Guarantee Log at the beginning of each month
  • Log & upload Direct Mail Trade & Check Log at the beginning of each month
  • Log & upload Form CRS at the beginning of each month
  • Handle Tax Departments requests and inquiries Required Knowledge/Skills/Competencies
  • Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance
  • A conscientious nature and strong interpersonal skills
  • Ability to maintain attention to detail while under pressure, as well as to view details in the overall context of the client’s circumstances
  • Strong organizational skills; ability to identify and solve problems
  • Proficiency in using Commonwealth resources (e.g., COMMunity Link, Operations Manual, and written office procedures)
  • Ability to proactively relate client concerns to advisor
  • Ability to use multiple technology platforms e.g., Client 360, Investor 360, Wealthscape?, etc)
  • Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria
  • Proficient in Microsoft Office and Adobe
  • Can navigate Ring Central (phone system)

Qualifications:

  • College degree required
  • Minimum three to five years in the financial services industry
  • Minimum three years in a client-facing role
  • Outstanding communication and relationship management skills.
  • Proficiency in Microsoft Office Suite and CRM systems.
  • Adaptability in a fast-paced environment
  • Rapid learning ability, particularly with adoption of technology tools
  • Demonstrated job stability and career progression

Apply Today!

As a Client Service Associate, you will work in a team of driven, caring professionals, helping families and businesses pursue their dreams with clarity and confidence. Your work will directly impact clients’ lives as you grow your professional career.

We welcome a diverse pool of applicants from various backgrounds, and urge you to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

Compensation:
$65,000-$80,000 per year

Apply