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

Osaic

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service ...

Osaic

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service ...

Osaic

Client Service Specialist

Branford, CT

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service ...

Osaic

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing ...

Advisor Group

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing ...

Osaic

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing ...

Banfield

Client Service Coordinator- FT

Plainville, CT · On-site

$17.75 - $23/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...

Tradewind Aviation

Client Service Representative

Oxford, CT · On-site

$15.75 - $21.50/hr

For more details visit www.flytradewind.com ABOUT THE CANDIDATE / ROLE Tradewind Aviation is looking for a full-time Client Services Representative to be based in person at our office in Oxford, CT.

New

Tradewind

Client Service Representative

Oxford, CT · On-site

$15.75 - $21.50/hr

For more details visit www.flytradewind.com ABOUT THE CANDIDATE / ROLE Tradewind Aviation is looking for a full-time Client Services Representative to be based in person at our office in Oxford, CT.

New

Tradewind Aviation

Client Service Representative

Oxford, CT · On-site

$15.75 - $21.50/hr

For more details visit www.flytradewind.com ABOUT THE CANDIDATE / ROLE Tradewind Aviation is looking for a full-time Client Services Representative to be based in person at our office in Oxford, CT.

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

Client Service Associate information

See Meriden, CT salary details

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How much do client service associate jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for client service associate in Meriden, CT is $16.88, according to ZipRecruiter salary data. Most workers in this role earn between $13.75 and $18.94 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 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 August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $35,100 per year, or $16.9 per hour.

Client Service Specialist

Branford, CT • On-site

Osaic
Finance and Insurance • 1 - 5K employees
Learn more about Osaicexternal

$65K - $75K/yr

Other

Medical, Dental, Vision, Retirement

Re-posted 4 hours ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Client Service Specialist

The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing, responsive service, and timely follow-through. As a growing advisory firm managing approximately $1.2B in assets, Bard Financial offers a collaborative, close-knit environment where employees can make a meaningful impact, while also benefiting from the resources, technology, and long-term stability of Osaic's Empowered Independence platform. This position offers the potential to grow into a broader office manager role as business needs evolve.

Location: Branford, CT

Role Type: Full Time (onsite)

Salary: $65,000-75,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, and much more.

Education Requirements

  • High School Diploma or GED equivalent (minimum required). Bachelor's degree preferred.

  • Experience in business, finance, accounting, or a related field is helpful.

  • Securities licenses (e.g., Series 7, 63/65/66) are a plus.

Responsibilities

  • Provide administrative and operational support to advisors related to client servicing, financial planning support, and day-to-day business activities.

  • Manage front office reception duties, including greeting visitors, answering phones, directing inquiries, and providing responsive, professional support to clients and advisors.

  • Support client onboarding and ongoing account servicing, including account setup, transfers, beneficiary changes, and other routine service requests.

  • Review and process client documentation for completeness, accuracy, and compliance with firm and regulatory requirements.

  • Track client workflows, service requests, deadlines, and outstanding items to ensure timely resolution.

  • Coordinate with custodians, product partners, and internal teams to support efficient service delivery and operational follow-through.

  • Protect confidential client and firm information at all times.

Basic Requirements

  • Detail-oriented, organized and ability to work independently as well as part of a team.

  • Experience in a professional office environment, preferably in a client service, operations, or wealth management support role.

  • Strong customercentric mentality with a commitment to delivering exceptional client experiences.

  • Strong verbal and written communication skills.

  • Proven problemsolving abilities with sound judgment for resolving client issues.

  • Proficiency with Microsoft Excel and basic math concepts.

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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