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Client Service Associate Jobs in Wilton, CT (NOW HIRING)

Gallagher

Client Service Manager II

Danbury, CT · On-site

Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth. Operational Excellence: * Ensure accurate client and policy data is maintained within ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Wilton, CT

Client Service Associate information

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$28

How much do client service associate jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for client service associate in Wilton, CT is $17.75, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.90 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 cities near Wilton, CT are hiring for Client Service Associate jobs? Cities near Wilton, CT with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Wilton, CT as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $36,922 per year, or $17.8 per hour.
Client Service Associate- Business Center

Client Service Associate- Business Center

Hanover Community Bank

Riverhead, NY

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Description

Location: Riverhead, NY


About Us:

Hanover Bank, The Bank of YOU - When you love your work and the people you work with, careers are made!

Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth.

Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. 

When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts!


Job Summary

Hanover Bank is looking for a full-time Client Service Associate to join our team. The Client Service Associate enhances the client experience by delivering exceptional service while proactively driving commercial and small business deposit growth. This role is responsible for identifying, sourcing, and deepening relationships with business clients, while supporting all branch functions and serving as administrative and operational support to the Bank. 


Operating as a universal banker, the CSA performs both platform and teller functions and plays a critical role in executing a relationship-based sales strategy, with a strong focus on business development, deposit acquisition, and client retention.


Key Responsibilities - Commercial Growth & Business Development

  • Proactively identify and engage small business and commercial clients through in-branch interactions, outbound calling, and local market prospecting. 
  • Execute a structured business development calling plan, targeting existing clients, prospects, and Centers of Influence (COIs) such as accountants, attorneys, and real estate professionals. 
  • Build and maintain a pipeline of commercial deposit opportunities, including operating accounts, money market accounts, and treasury/cash management services. 
  • Conduct needs-based discovery conversations with business owners to understand cash flow, liquidity, and operational banking needs. 
  • Generate and schedule qualified appointments for Business Bankers and Commercial Relationship Managers. 
  • Partner closely with commercial and cash management teams to onboard and expand business relationships. 
  • Support onboarding of new business accounts, ensuring a seamless and efficient client experience. 
  • Participate in community and networking events to increase visibility and generate new business opportunities within the local market. 

Client Relationship Management & Retention

  • Build long-term relationships with business and consumer clients through proactive outreach, regular check-ins, and financial reviews. 
  • Identify opportunities to retain and grow deposits by anticipating client needs and offering relevant solutions. 
  • Serve as a trusted point of contact for day-to-day banking needs while deepening relationships over time. 
  • Ensure a high-touch, consultative service approach that differentiates the Bank in the local market. 

Sales Execution & Referral Generation

  • Actively contribute to branch sales goals, with a strong emphasis on deposit growth and business account acquisition. 
  • Consistently identify and refer opportunities for lending, treasury management, and other specialized services. 
  • Maintain strong product knowledge, particularly in business banking and cash management solutions. 
  • Execute outbound sales activities including call campaigns, follow-ups, and targeted outreach to drive engagement and appointments. 
  • Track pipeline activity, referrals, and outcomes to ensure consistent follow-through and results. 

Operations & Risk Management

  • Accurately and efficiently process routine transactions, including deposits, withdrawals, check cashing, loan payments, and transfers. 
  • Open new consumer and business accounts in compliance with all regulatory requirements. 
  • Ensure adherence to Bank policies, procedures, and regulations, including Bank Secrecy Act (BSA) and KYC requirements. 
  • Support branch operations including ATM balancing, cash recycler management, vault oversight, and audit support. 

Team Collaboration & Branch Integration

  • Partner with Branch Managers, Business Bankers, and Commercial Relationship Managers to execute a coordinated commercial growth strategy. 
  • Act as a key contributor to a sales and service culture, balancing relationship development with operational excellence. 
  • Participate in sales meetings, pipeline reviews, and coaching sessions focused on business development performance. 
  • Support overall branch objectives, including service quality, operational efficiency, and revenue growth. 

Performance Expectations

  • Achieve goals related to: 
    • Business deposit growth
    • New business account acquisition
    • Outbound calls and appointments set
    • Commercial referrals and pipeline activity
  • Demonstrate consistent prospecting discipline and relationship follow-up. 
  • Contribute meaningfully to branch-level commercial growth and market expansion. 

Success Profile

  • Strong interpersonal and consultative sales skills, particularly with small business clients 
  • Ability to identify business opportunities and translate them into actionable referrals 
  • High level of initiative in outbound prospecting and community engagement 
  • Strong organizational skills with the ability to manage a pipeline of opportunities 
  • Commitment to delivering a differentiated client experience 

Our Benefits:


Health & Wellness Benefits

  • Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options)
  • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D)
  • Company-paid Long-Term Disability Insurance

Voluntary Benefits

  • Additional Life and AD&D Insurance for employee, spouse, and dependents
  • Voluntary Short-Term Disability Insurance
  • Pet Insurance
  • Legal Services Plan
  • Accident Insurance
  • Hospital Indemnity Insurance
  • Cancer Care Insurance

Retirement

  • 401(k) Plan with Company Match

Time Off & Recognition

  • Paid Personal Time Off (PTO)
  • Paid Company Holidays
  • Annual Performance Bonuses
  • Annual Salary Increases

Employee Engagement

  • Company-sponsored Events
  • Employee Contests and Recognition Programs


Hourly Rate $22.00 - $26.00; placement within this range will vary based on experience and skill level.


Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, national origin, disability or protected veteran status.


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