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

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service ...

Beacon Bank

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our ...

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 ...

Morgan Stanley

Client Service Associate

Southborough, MA · On-site

$31K/yr

Client Service Associate 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 ...

Morgan Stanley

Client Service Associate

Wellesley, MA · On-site

$31K/yr

POSITION SUMMARY 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

Wellesley, MA · On-site

$31K/yr

POSITION SUMMARY 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

Westborough, MA · On-site

$31K/yr

POSITION SUMMARY 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

Westborough, MA · On-site

$31K/yr

POSITION SUMMARY 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 ...

Pathstone

Client Service Associate

Boston, MA

$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 ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Needham, MA

Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for client service associate in Needham, MA is $18.67, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $20.96 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 Needham, MA? The most popular types of Client Service jobs in Needham, MA are:
What cities near Needham, MA are hiring for Client Service Associate jobs? Cities near Needham, MA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Needham, MA as of June 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $38,832 per year, or $18.7 per hour.
Client Service Associate

Client Service Associate

Atlantic Group

Boston, MA • On-site

$65K/yr

Other

Posted 6 days ago

Job description

  • Location: Boston, MA, Massachusetts
  • Type: Perm (Contingency)
  • Job #49538
  • Salary: $65,000
Job Overview - Client Service Associate
Compensation: $65,000 - $80,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate in Boston, MA for our client, supporting client account management, investment operations, portfolio reporting, and client service initiatives within an institutional investment environment. This opportunity offers broad exposure to alternative investments, portfolio operations, client servicing, and investment execution while working closely with investment professionals and senior client service team members. The ideal candidate will bring strong analytical skills, attention to detail, and a commitment to delivering exceptional client support.
Responsibilities as the Client Service Associate:
  • Client Support: Assist with client account administration, respond to client-related requests, and support the delivery of a high-quality client experience.
  • Investment Execution: Prepare and review investment documentation, subscription and redemption materials, wire instructions, and related transaction records.
  • Portfolio Reporting: Support the preparation and review of client reports, performance statements, presentations, and account documentation.
  • Account Management: Maintain client records, update CRM systems, support AML/KYC documentation, and coordinate with custodians and third-party service providers.
  • Operations Coordination: Monitor client cash activity, assist with capital calls and funding obligations, and ensure investment transactions are accurately tracked and recorded.
  • Process Improvement: Support operational enhancements, reporting efficiencies, and ongoing initiatives designed to improve client service and operational effectiveness.
Qualifications for the Client Service Associate:
  • Education: Bachelor's degree is required.
  • Experience: 2-4 years of experience in client service, investment operations, fund operations, financial services, or a related field is required.
  • Industry Knowledge: Exposure to investment management, wealth management, or related financial services environments is required.
  • Technical Skills: Proficiency with Microsoft Excel, PowerPoint, Outlook, and CRM systems is required.
  • Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with exceptional attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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