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Client Service Associate Jobs in West Springfield, MA

Raising Cane's

Customer Service Associate

Simsbury, CT · On-site

$17/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...

Raising Cane's

Customer Service Associate

Simsbury, CT · On-site

$17/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...

Raising Cane's

Customer Service Associate

Simsbury, CT · On-site

$17/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...

Raising Cane's

Customer Service Associate

Simsbury, CT · On-site

$17/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...

Cetera

Client Services Representative

Hartford, CT · On-site

$16.25 - $22/hr

Set client financial review visits based on client service level agreement & prepare follow up meetings based on needs. Organize Client events and follow up tasks. Maintain an organized filing system ...

Baystate Health

Client Svcs Spec - Ops Svcs

Holyoke, MA · On-site

$250/hr

Client Service Specialist - Operator Services Client Service Specialist in Holyoke, MA | Baystate Health Careers Department: Operator Services Location: 361 Whitney Ave, Holyoke, Massachusetts Job ...

Cetera

Client Services Representative

Hartford, CT · On-site

$16.25 - $22/hr

Set client financial review visits based on client service level agreement & prepare follow up meetings based on needs. Organize Client events and follow up tasks. Maintain an organized filing system ...

Royal Bank of Canada

Client Associate

Glastonbury, CT · On-site

$44K - $66K/yr

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...

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Client Service Associate information

See West Springfield, MA salary details

$8

$17

$27

How much do client service associate jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for client service associate in West Springfield, MA is $17.08, according to ZipRecruiter salary data. Most workers in this role earn between $13.89 and $19.18 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 West Springfield, MA are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in West Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $35,521 per year, or $17.1 per hour.

Registered Wealth Management Client Associate

Hartford, CT • On-site

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

$25 - $45/hr

Full-time

PTO

Posted 22 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 frontline employees who took The Breakroom Quiz

49th of 176 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) **If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code**
  • Possesses advanced industry knowledge and an understanding of investment products
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - CT - Hartford - 185 Asylum St - Hartford - City Place (CT2101)
Pay and benefits information
Pay range
$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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