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

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 ...

Banfield

Lead Client Service Coordinator

Northborough, MA · On-site

$18.50 - $24.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... The primary purpose and function of the Shift Lead is to perform the duties of a Client Service ...

Morgan Stanley

Wealth Management Associate

Worcester, MA · On-site

$80 - $100/hr

POSITION SUMMARY Wealth Management Associates provide exceptional service to clients and support ... Ensure all client service functions are performed timely, assigning work to team members on a daily ...

Banfield

Client Service Representative

Holliston, MA · On-site

$16.50 - $22.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Banfield

Client Service Representative

Millbury, MA · On-site

$15.25 - $20.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Banfield

Client Service Coordinator

Holliston, MA · On-site

$16.93 - $21.63/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...

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

Client Service Associate information

See Worcester, MA salary details

$8

$17

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How much do client service associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client service associate in Worcester, MA is $17.06, according to ZipRecruiter salary data. Most workers in this role earn between $13.89 and $19.13 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 are the most commonly searched types of Client Service jobs in Worcester, MA?

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

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Worcester, MA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $35,569 per year, or $17.1 per hour.

Client Service Associate - Argent Wealth Management

Waltham, MA • On-site

Hightower
See more jobs at Hightowerexternal

$15.75 - $21.50/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 25 days ago

Job description

Your Future Team
Investments, estate, tax and financial planning - all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.
At Argent, behind every business decision is a single core belief: We provide white glove service to our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships.
What You'll Do
You will report to the Director of Operations and be responsible for:
  • Delivering service both internally and externally
  • Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions
  • Onboarding new clients and supporting existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc) and account maintenance
  • Promptly addressing client inquiries within same day and responding to requests and providing information
  • Completing cashiering responsibilities and ACH/wire/check requests
  • Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
  • Collaborating with custodian partners (Fidelity, & Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures
  • Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
  • Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
  • Managing client data within CRM (Salesforce) and monitoring to ensure accuracy
  • Participating in weekly CSA team meeting - prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement

What You'll Bring
  • 2+ years of experience in a similar role
  • Experience building relationships with main partners for each assigned customer
  • Accuracy and organization along with follow-up/follow-through skills
  • Experience assessing severity of support requests and escalate based on severity
  • Team player who shows a client-first attitude
  • Proactively anticipate advisor and client needs
  • Experience maintaining composure and remaining positive even in time-sensitive and complex situations
  • Experience maintaining client relationships and providing service in a corporate environment
  • Finance industry experience
  • Proficiency in MS Outlook and MS Word required (Excel and Salesforce)
  • Eagerness to work in a growing practice
  • You are trustworthy, ethical, and able to handle sensitive financial information with the utmost confidentiality.

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • Hybrid model work schedule - minimum of 3 days in office (5 days in office for first 6 months)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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