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Client Service Director Jobs in Middleton, MA (NOW HIRING)

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

... direct indexing and integrated portfolio solutions for independent RIAs, family offices, and ... We are seeking a dynamic Client Service Associate to support our client service operations. This ...

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

... direct indexing and integrated portfolio solutions for independent RIAs, family offices, and ... We are seeking a dynamic Client Service Associate to support our client service operations. This ...

Guidepoint

Client Service Associate

Boston, MA · On-site

$70K/yr

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations ... direct exposure to clients. You will also be eligible for the following benefits: * 15 days of PTO ...

Wilmington Trust

Wealth Client Service Associate

Boston, MA · On-site

$26.23 - $43.71/hr

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 ...

Guidepoint

Client Service Associate

Boston, MA · Hybrid

$70K/yr

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations ... direct exposure to clients. You will also be eligible for the following benefits: * 15 days of PTO ...

Guidepoint

Client Service Associate

Boston, MA · On-site

$70K/yr

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations ... direct exposure to clients. You will also be eligible for the following benefits: * 15 days of PTO ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$15/hr

Registered Client Service Associate Registered Client Service Associates provide exceptional ... directed by local management Administrative Support * Answering inbound phone calls or making ...

Genuine Foods

Food Service Director

Lawrence, MA · On-site

$85 - $125/hr

ABOUT THIS POSITIONThe Food Service Director will lead a cross-functional team and manage accounts ... Expert client relationship, influencing, presentation, listening, and communication (written and ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$40.87/hr

Registered Client Service Associates provide exceptional service to our clients and ... directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/hr

Registered Client Service Associates provide exceptional service to our clients and support ... directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making ...

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All JobsClient Service JobsClient Service Director JobsClient Service Director Jobs in Middleton, MA

Client Service Director information

See Middleton, MA salary details

$44.3K

$104.6K

$187.4K

How much do client service director jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client service director in Middleton, MA is $104,559.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $125,900.00 per year, depending on experience, location, and employer.

What is a client service director?

A Client Service Director is a senior professional responsible for overseeing the relationship between a company and its clients. They ensure that clients receive high-quality service, address any issues or concerns, and work to understand client needs to deliver tailored solutions. Client Service Directors often lead teams, develop service strategies, and collaborate with other departments to ensure client satisfaction and retention. Their role is critical in building long-term relationships and driving business growth.

How does a client service director typically collaborate with internal teams to ensure client satisfaction?

A Client Service Director plays a pivotal role in bridging the gap between clients and internal teams such as sales, marketing, and operations. They regularly facilitate meetings to communicate client expectations, oversee project timelines, and resolve any issues that may arise. By fostering strong cross-departmental relationships, they ensure that deliverables align with client goals and service standards. This collaborative approach not only enhances client satisfaction but also supports the company's long-term growth and reputation.

What are the key skills and qualifications needed to thrive as a client service director, and why are they important?

To thrive as a Client Service Director, you need strong leadership, strategic account management experience, and a background in business or communications, often supported by a bachelor’s degree or higher. Familiarity with CRM platforms, project management tools, and data analytics systems is typically required. Exceptional interpersonal skills, problem-solving abilities, and the capacity to manage client relationships effectively are crucial soft skills. These skills ensure the delivery of excellent client experiences, drive team performance, and support business growth through sustained client satisfaction.

How much does a client service director make in the US?

A client service director in the US typically earns between $100,000 and $180,000 annually, with the median salary around $130,000. Compensation varies based on industry, company size, experience, and location, and may include bonuses and benefits.

What cities near Middleton, MA are hiring for Client Service Director jobs?

Cities near Middleton, MA with the most Client Service Director job openings:

Client Service Director jobs near you
Infographic showing various Client Service Director job openings in Middleton, 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 $104,559 per year, or $50.3 per hour.

Client Service Associate

Pathstone

Boston, MA • On-site

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

About Concentric Innovation: Concentric Innovation ("Concentric") is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences. Since 2022, Concentrichas been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors.
Operating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offersan innovative environment where talented professionals can help shape the next generation of investment management infrastructure.
Position Summary: We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1 - 4 years of experience in client relationship management, customer success, or account management. The Associate will implement client service strategies, foster client relationships, ensure customer satisfaction, and drive business growth through exceptional service delivery.
Key Responsibilities:
Client Relationship Management:
  • Build strong relationships with key institutional clients, including portfolio managers, investment advisors, and decision-makers.
  • Proactively identify and address client needs, concerns, and potential issues.
  • Conduct regular client reviews and provide comprehensive reporting on portfolio performance and investment strategies.

Service Delivery:
  • Ensure high-quality service delivery across all client touchpoints.
  • Process onboarding for new institutional clients, including account setup, documentation, and compliance checks.
  • Monitor client service metrics to identify areas for improvement and implement necessary changes.

Operational Management:
  • Collaborate with internal teams (trading, portfolio management, compliance, operations) to ensure smooth execution of client orders and requests.
  • Maintain efficient workflows and procedures for client servicing activities.
  • Resolve complex client issues, escalated inquiries, and potential disputes effectively.

Business Development:
  • Identify opportunities to expand existing client relationships and generate new institutional business.
  • Participate in client presentations and pitch meetings to showcase the firm's capabilities and investment strategies.

Compliance and Regulatory Adherence:
  • Adhere to all relevant regulatory requirements and compliance standards.
  • Stay updated on industry regulations and best practices related to institutional client service.

Required Skills & Qualifications:
  • Bachelor's degree is required.
  • 1 - 4 years of related experience is required.
  • Understanding of the institutional investment landscape, including products, regulatory requirements, and client needs.
  • Proven experience in managing complex client relationships.
  • Excellent communication and interpersonal skills.
  • Strong analytical capabilities and ability to deliver data-driven insights.
  • Experience with direct indexing strategies, tax-aware portfolio management, and fixed income securities is preferred.
  • Series 65 license required or must be willing to obtain within six months of hire.

Our talented people are our greatest asset and therefore we offer a competitive, and flexible benefits program that helps meet the needs of our team members and their families. Concentric Innovation's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Pay Transparency: Concentric's expected starting base compensation range for the position as of the time of this posting is $70,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Concentric Innovation is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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