ZipRecruiter

Log In

1

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

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000-$75 ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

Guidepoint

Client Service Healthcare Associate

Boston, MA · Hybrid

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Healthcare Associate

Boston, MA · On-site

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

HB Travels

Client Services Associate (Remote)

Worcester, MA · Remote

$30K - $70K/yr

This role is ideal for individuals who enjoy helping people, building relationships, and providing exceptional service. As a Client Services Associate, you will assist clients with inquiries, provide ...

Posted today

previous page

Showing results 41-60

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

Client Service Associate information

See Shrewsbury, MA salary details

$9

$17

$27

How much do client service associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for client service associate in Shrewsbury, MA is $17.46, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $19.62 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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Shrewsbury, MA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $36,318 per year, or $17.5 per hour.

Client Service Associate (Boston, MA)

Oppenheimer

Boston, MA • On-site

$50K - $55K/yr

Full-time

Re-posted 6 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
  • Bachelors preferred
  • 1-2 years financial services/fixed Income experience would be highly beneficial
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Compensation

For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 - $55,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Apply