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Client Service Operations Associate Jobs in Braintree, MA

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

This opportunity offers broad exposure to alternative investments, portfolio operations, client ... Responsibilities as the Client Service Associate: * Client Support: Assist with client account ...

Partners Capital

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

For more information, visit The Position The Client Operations Associate located in Boston will ... Provide support for senior members of the Client Service Team that engage directly with clients

Partners Capital

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

For more information, visit The Position The Client Operations Associate located in Boston will ... Provide support for senior members of the Client Service Team that engage directly with clients

SCS Financial

Client Service Associate

Needham, MA · On-site

$60K - $70K/yr

The Client Service Associate role is an exciting opportunity to work with a team that takes a ... Serve as the primary liaison among custodians, the operations team, advisors, and clients ...

Vodia Ventures

Client Service Associate

Boston, MA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The primary role is to provide client service management support to our clients and operational ...

SCS Financial

Client Service Associate

Boston, MA · On-site

$60K - $65K/yr

The Client Service Associate role is an exciting opportunity to work with a team that takes a ... Serve as the primary liaison among custodians, the operations team, advisors, and clients ...

Guidepoint

Client Service 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 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 ...

Guidepoint

Client Service 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 ...

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All JobsClient Service Operations Associate JobsClient Service Operations Associate Jobs in Braintree, MA

Client Service Operations Associate information

See Braintree, MA salary details

$11

$26

$54

How much do client service operations associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for client service operations associate in Braintree, MA is $26.68, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $30.77 per hour, depending on experience, location, and employer.

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.
Client Service Operations Associate jobs near you

Client Service Associate

Boston, MA • On-site

Atlantic Group
See more jobs at Atlantic Groupexternal

$65K/yr

Other

Re-posted 18 days ago

Job description

  • Location: Boston, MA, Massachusetts
  • Type: Perm (Contingency)
  • Job #49538
  • Salary: $65,000
Job Overview - Client Service Associate
Compensation: $65,000 - $80,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate in Boston, MA for our client, supporting client account management, investment operations, portfolio reporting, and client service initiatives within an institutional investment environment. This opportunity offers broad exposure to alternative investments, portfolio operations, client servicing, and investment execution while working closely with investment professionals and senior client service team members. The ideal candidate will bring strong analytical skills, attention to detail, and a commitment to delivering exceptional client support.
Responsibilities as the Client Service Associate:
  • Client Support: Assist with client account administration, respond to client-related requests, and support the delivery of a high-quality client experience.
  • Investment Execution: Prepare and review investment documentation, subscription and redemption materials, wire instructions, and related transaction records.
  • Portfolio Reporting: Support the preparation and review of client reports, performance statements, presentations, and account documentation.
  • Account Management: Maintain client records, update CRM systems, support AML/KYC documentation, and coordinate with custodians and third-party service providers.
  • Operations Coordination: Monitor client cash activity, assist with capital calls and funding obligations, and ensure investment transactions are accurately tracked and recorded.
  • Process Improvement: Support operational enhancements, reporting efficiencies, and ongoing initiatives designed to improve client service and operational effectiveness.
Qualifications for the Client Service Associate:
  • Education: Bachelor's degree is required.
  • Experience: 2-4 years of experience in client service, investment operations, fund operations, financial services, or a related field is required.
  • Industry Knowledge: Exposure to investment management, wealth management, or related financial services environments is required.
  • Technical Skills: Proficiency with Microsoft Excel, PowerPoint, Outlook, and CRM systems is required.
  • Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with exceptional attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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