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

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

Worcester, 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

Worcester, MA · On-site

$14.50 - $20/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

$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 ...

Ceritypartners

Client Service Associate

Boston, MA · On-site

$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.

Cerity Partners

Client Service Associate

Boston, MA · On-site

$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.

Winston Flowers

Client Service Associate

Boston, MA · On-site

$20 - $25/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

Winston Flowers

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

Winston Flowers

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

Winston Flowers

Client Service Associate

Boston, MA · On-site

$20 - $25/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

Morgan Stanley

PWM Client Service Associate

Boston, 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

PWM Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/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

PWM Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/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 ...

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

Client Service Associate information

See Needham, MA salary details

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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.
Marketing & Client Service Associate

Marketing & Client Service Associate

Longfellow Investment Management Co

Boston, MA • On-site

$65K - $85K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

LIM Marketing & Client Service Associate

Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies. We serve a nationally based institutional client base through separately managed accounts. LIM is a certified Women's Business Enterprise and an equal opportunity employer. We offer a collaborative, small firm environment with broad exposure to the investment industry, along with a competitive compensation and benefits package.

Job Description:

The Marketing & Client Service Associate plays a key role within an integrated team spanning marketing, consultant relations, sales, and client service. This individual will support client relationships, business development efforts, and firm-wide initiatives while managing multiple priorities in a fast-paced environment.

Primary Responsibilities:

  • Prepare and manage client and prospect meeting materials with a high degree of accuracy and timeliness
  • Respond to client, consultant, and prospect inquiries with professionalism and proactive follow-up
  • Support the development and distribution of marketing materials, including presentations, articles, and white papers
  • Complete DDQs and RFPs with accuracy and efficiency
  • Maintain CRM records, including contact information and activity tracking
  • Identify and implement process improvements and efficiencies
  • Collaborate with investment, compliance, and internal teams
  • Provide support to the Marketing & Client Service team as needed

Qualifications:

  • 1–3 years of experience in investment management or financial services
  • Strong written and verbal communication skills
  • Excellent organizational and time management abilities
  • High attention to detail and ability to synthesize information
  • Client-focused, proactive mindset
  • Ability to work independently and exercise sound judgment
  • Proficiency in Excel, PowerPoint, Word, and Power BI; familiarity with Salesforce preferred
  • Bachelor's degree required