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

UBS

Registered Client Service Associate

Boston, MA · On-site

Your role Key Responsibilities: • Educate clients on account services and capabilities • Input client information into the financial planning tools and Firm tools • Assist with the preparation ...

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

$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 ...

Phaxis

FX Client Service Associate

Boston, MA · On-site

The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations ...

J.P. Morgan

Client Service - Associate I

Boston, MA · On-site

$15.75 - $21.75/hr

  • Medical

  • Retirement

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client ...

JP Morgan Chase

Client Service - Associate I

Boston, MA · On-site

$15.75 - $21.75/hr

  • Medical

  • Retirement

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client ...

JPMorgan Chase & Co.

Client Service - Associate I

Boston, MA · On-site

$74K - $100K/yr

  • Medical

  • Retirement

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client ...

JPMorgan Chase & Co

Client Service - Associate I

Boston, MA · On-site

$15.75 - $21.75/hr

  • Medical

  • Retirement

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client ...

Public Consulting Group

Client Service Associate 1

Boston, MA · On-site

$15.75 - $21.75/hr

  • Medical

  • Dental

  • Retirement

  • PTO

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

TechLink+

Currency Admin Client Service Associate

Boston, MA · On-site

$19.25 - $25.75/hr

Currency Admin Client Service Associate Location (On-site, Remote, or Hybrid?): Boston, MA (hybrid) Contract Duration: Contract until 03/14/2027 The FX Currency Administration Client Service ...

M&T Bank

Wealth Client Service Associate

Boston, MA

$26.23 - $43.71/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and ...

M&T Bank

Wealth Client Service Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and ...

M&T Bank

Wealth Client Service Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and ...

Public Consulting Group

Client Service Associate 2

Boston, MA · On-site

$15.75 - $21.75/hr

  • Medical

  • Dental

  • Retirement

  • PTO

Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...

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

Client Service Associate information

See Quincy, MA salary details

$9

$18

$28

How much do client service associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client service associate in Quincy, MA is $18.02, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $20.24 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.

What do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What are the most commonly searched types of Client Service jobs in Quincy, MA?

The most popular types of Client Service jobs in Quincy, MA are:

What cities near Quincy, MA are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Quincy, MA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $37,481 per year, or $18 per hour.

Wealth Client Service Associate

Wilmington Trust

Boston, MA • On-site

$26.23 - $43.71/hr

Other

Re-posted 2 days ago

Job description

Supports Servicing And Related Sales Enablement Activities

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves the more routine service issues within the team.

Primary Responsibilities:

  • Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client.
  • Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships).
  • Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials.
  • Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships.
  • Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
  • Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank.
  • Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Education And Experience Required

Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience.

Strong customer service skills. Strong interpersonal skills. Strong verbal and written communication skills. Strong organizational skills. Proficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software.

Education And Experience Preferred

Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience. Exposure to and knowledge of the Bank's retail and commercial banking systems. Knowledge of Private Banking products and services. Trust experience. Ability to work independently and in a team-based environment.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.23 - $43.71 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Boston, Massachusetts, United States of America

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