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

Wells Thomas, LLC

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Client Service Associate

Branford, CT · On-site

$45K - $52K/yr

Associate or Bachelor's (Preferred) Work Location: In person Company Description Wells Thomas, LLC ... client, emphasizing personalized and comprehensive services for retirement plan compliance and ...

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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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for client service associate in Middletown, CT is $17.35, according to ZipRecruiter salary data. Most workers in this role earn between $14.13 and $19.47 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 are the most commonly searched types of Client Service jobs in Middletown, CT? The most popular types of Client Service jobs in Middletown, CT are:
What cities near Middletown, CT are hiring for Client Service Associate jobs? Cities near Middletown, CT with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Middletown, CT as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $36,093 per year, or $17.4 per hour.

Client Service Associate

Wells Thomas, LLC

Branford, CT • On-site

$45K - $52K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 4 days ago

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Job description

Office administrative work for busy and growing retirement plan firm:

  • Learn the fundamentals of retirement plan administration
  • Maintain electronic and physical filing systems and client records
  • Data entry/import with analysis
  • Resolve client issues
  • Facilitate communication between internal teams and clients
  • Prepare mailings


There is significant career growth potential.


Use of standard office equipment, proficiency in Microsoft Word & Excel. Must possess the ability to learn new systems, multitask and prioritize effectively. Attention to detail and excellent communication skills are imperative. Candidates with experience in financial, accounting & HR fields will be prioritized. Bi-lingual English and Spanish speaking would be a bonus.

Job Types: Full-time


Benefits:

  • 401(k)
  • Health Insurance
  • Dental insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Retirement plan

Schedule: Monday to Friday

Education: Associate or Bachelor’s (Preferred)

Work Location: In person

Company Description

Wells Thomas, LLC is a TPA firm that provides consulting and administrative services for over 900 retirement plans, including 401(k), profit sharing, prevailing wage, 403(b), and 457 plans. With a team averaging over 20 years of experience, they focus on tailored strategies to meet the unique needs and objectives of each client, emphasizing personalized and comprehensive services for retirement plan compliance and success.