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Client Service Associate Jobs in Methuen, MA (NOW HIRING)

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 · 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 ...

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 ...

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

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/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

Client Service Associate

Middleton, 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 ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/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 ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We currently have an opportunity for a Client Services Associate to join our Commercial Lines team in our Wilmington, MA office on a Hybrid work schedule. * SPECIFIC RESPONSIBILITIES: * Works closely ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We currently have an opportunity for a Client Services Associate to join our Commercial Lines team in our Wilmington, MA office on a Hybrid work schedule. * SPECIFIC RESPONSIBILITIES: * Works closely ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We currently have an opportunity for a Client Services Associate to join our Commercial Lines team in our Wilmington, MA office on a Hybrid work schedule. * SPECIFIC RESPONSIBILITIES: * Works closely ...

Ceritypartners

Client Service Associate

Boston, MA

$60K - $80K/yr

Schedule client meetings. * Basic preparation and follow-up for client meetings. * Prepare client ... Our people drive our success by working together to deliver exceptional service to our clients.

HUB International

Client Service Associate

Wilmington, MA · On-site

$15.75 - $21.75/hr

As you become more proficient, you will be given the opportunity to manage certain client and advisor relationships. As you actively service existing accounts, you will trained on how to develop new ...

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Client Service Associate information

See Methuen, MA salary details

$9

$17

$28

How much do client service associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client service associate in Methuen, MA is $17.92, according to ZipRecruiter salary data. Most workers in this role earn between $14.57 and $20.10 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 Methuen, MA are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Methuen, MA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $37,269 per year, or $17.9 per hour.

Client Service Associate

UBS - Experienced professionals - job boards

Manchester, NH

$14.50 - $20/hr

Full-time

Posted 3 days ago

New

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

Are you truly service oriented. Do you know how to take care of people?
We're looking for a Client Service Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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