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

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

$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 ...

HB Travels

Client Services Associate / Travel

Salem, MA · Remote

About the job Client Services Associate / Travel Are you passionate about travel and committed to ... Genuine passion for travel and customer service excellence * Strong communication, organizational ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Jun 12, 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 information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

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 job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

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
Client Service Associate - Boston, MA

Client Service Associate - Boston, MA

Berkshire Bank

Boston, MA

$52K - $90K/yr

Other

Posted 12 days ago

Berkshire Bank rating

6.7

Company rating: 6.7 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

115th of 141 rated banks

Job description

Department: Wealth Management
Reports to: Head of Operations
Status: Exempt
Grade: 9
Pay Range: $52,000-$90,498
Salary range updated 4/10/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Boston, MA
Overview:
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 Registered Investment Advisory Firm (RIA). The role serves as a primary point of contact for clients, supporting ongoing relationship management, coordinating service requests and ensuring seamless communication between clients, advisors, and operations. The ideal candidate is client-focused, detail-oriented and comfortable managing multiple priorities in a fast-paced environment.
Physical Duties and Responsibilities
* Responsible for enhancing the client experience by responding to client requests and providing both operational and administrative support to wealth advisors.
* Address client service requests with a superior level of service and responsiveness; research client inquires and proactively manage follow-up communications and materials.
* Coordinate with other departments in the organization to meet the needs of clients.
* Communicate updates to clients and advisors for all client requests.
* Proactively identify and anticipate client needs by staying attuned to life events, account activity and advisor priorities.
* Maintain client database (Wealthbox CRM) for tracking and follow up, assist with outgoing correspondence
* Managing company policies that relate to client satisfaction standards and ensuring that all employees are following these standards
Job Specifications (Skills, Knowledge, and Abilities Required)
* Bachelor's degree required
* 3-5+ years of experience in client services, preferably within an RIA, wealth management firm, or financial services environment
* Familiarity with RIA custodial platforms, particularly Charles Schwab
* Ability to multi-task and organize work to meet deadlines across multiple projects for multiple team members with limited supervision
* Proven organizational skills with ability to prioritize as well as anticipate future needs; strong attention to detail
* Strong problem-solving skills with ability to identify challenges and develop solutions to overcome them
* Experience supporting financial advisors directly and genuine interest in financial markets/wealth management
* Excellent interpersonal skills, team-oriented with high level of accountability
* Strong client relationship and communication skills
* Strong research and critical thinking skills, with ability to synthesize and interpret data quickly
* Excellent verbal and written communication skills, strong telephone skills
* Proficient in Microsoft Office suite, Adobe, CRM systems (i.e. Salesforce, Wealthbox, etc.), portfolio management systems (Orion, Addepar, Tamarac etc.).
Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

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