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Client Service Professional Jobs in Massachusetts

CIBC

Client Service Manager (Private Wealth)

Boston, MA · On-site

$80K - $95K/yr

We need talented, passionate professionals who are dedicated to doing what's right for our clients ... The Client Service Manager works in a team-oriented environment with Relationship Managers, other ...

J J Choice Inc

Client Service Coordinator

Marshfield, MA · On-site

$18.50 - $24.25/hr

... professionalism and demeanor and respond to emergency situations professionally and calmly. · ... client service excellence. QUALIFICATIONS, REQUIRED JOB KNOWLEDGE AND SKILLS: · Degree or ...

Gallagher

Client Service Manager

Westborough, MA · On-site

Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In ... professional growth * Conduct regular audits to ensure compliance with regulations and maintain ...

Guidepoint

Client Service Associate

Boston, MA · On-site

$70K/yr

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations ... Communicate clearly and professionally, both verbally and in writing * Demonstrate strong problem ...

Guidepoint

Client Service Associate

Boston, MA · Hybrid

$70K/yr

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations ... Communicate clearly and professionally, both verbally and in writing * Demonstrate strong problem ...

FBinsure,LLC

Client Service Manager

Taunton, MA · On-site

$40K - $48K/yr

The Client Service Manager will be encouraged to obtain his/her broker's license, pursue certifications and professional designations in accordance with his/her role, and attend seminars to keep ...

FBinsure,LLC

Client Service Manager

Taunton, MA · On-site

$40K - $48K/yr

The Client Service Manager will be encouraged to obtain his/her broker's license, pursue certifications and professional designations in accordance with his/her role, and attend seminars to keep ...

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Client Service Professional information

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How much do client service professional jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client service professional in Massachusetts is $18.55, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $19.95 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

Is client service professional a good career?

A client service professional role involves assisting customers, resolving issues, and maintaining positive relationships, which can lead to stable employment and opportunities for advancement. The career often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools. It can be a good choice for individuals interested in customer interaction and service-oriented work.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What are the most commonly searched types of Client Service jobs in Massachusetts?

The most popular types of Client Service jobs in Massachusetts are:

What cities in Massachusetts are hiring for Client Service Professional jobs?

Cities in Massachusetts with the most Client Service Professional job openings:

Client Service Professional jobs near you
Infographic showing various Client Service Professional job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $38,586 per year, or $18.6 per hour.

Client Service Associate

Transcend Practice Management

Worcester, MA • Hybrid

$14.50 - $20/hr

Full-time

Re-posted 7 days ago

Key responsibilities

  • Serve as a primary point of contact for clients by phone and email, providing responsive and professional support

  • Assist with onboarding new clients, including gathering documentation and coordinating account paperwork

  • Support advisors with meeting preparation, scheduling, and administrative needs

Job description

Client Service Associate

Location: Worcester, MA

Compensation:
$70,000 - $85,000 + bonus (based on experience)

Status: Full time, hybrid

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families, and institutions. As a close-knit team, we foster a culture where our employee contributions matter, ideas are valued, and work directly supports the success of our clients and team. We're not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our clients' fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.

We are seeking a highly motivated Client Service Associate to provide exceptional service to our clients and support our advisors in delivering a high-touch client experience. The ideal candidate will be personable, detail-oriented, organized, and thrive in a relationship-driven environment. This individual will serve as a key point of contact for clients, providing proactive communication, coordinating service needs, assisting with onboarding, and ensuring clients receive timely, accurate, and consistent support.

Some of the top qualities that we seek in new team members include:

  • A sincere commitment to both client and team success
  • Strong attention to detail and ability to follow through consistently
  • Exceptional communication skills, both written and verbal
  • Friendly, professional, and approachable demeanor
  • Ability to build trust and make clients feel welcome and valued
  • Strong organizational skills and ability to manage multiple priorities
  • Autonomous self-starter who takes initiative and ownership
  • Positive attitude and willingness to assist wherever needed
  • Ability to anticipate client and advisor needs
  • Strong problem-solving and troubleshooting skills
  • High ethical standards and commitment to confidentiality
  • Comfortable working in a fast-paced, collaborative environment

As a Client Service Associate, you will value building strong relationships, taking ownership of responsibilities, and contributing to a collaborative team environment. There is tremendous opportunity for growth for the right candidate as our firm continues to expand and create opportunities for team members to develop new skills and responsibilities.

In your new role, you can expect to:

  • Serve as a primary point of contact for clients by phone and email, providing responsive and professional support
  • Develop strong client relationships by delivering a personalized service experience
  • Schedule client meetings, send reminders, provide updates, and assist with client follow-up communications
  • Respond to client questions and service requests while ensuring a positive client experience
  • Assist with onboarding new clients by gathering required documentation and coordinating account paperwork
  • Support account transfers, account maintenance requests, and ongoing client service needs
  • Track and communicate updates related to paperwork, transfers, and account changes
  • Assist clients with online portal access, login support, and basic troubleshooting
  • Maintain accurate client information, notes, and activity records within the CRM system
  • Prepare standard client reports and assist with client communications
  • Support advisors with meeting preparation, scheduling, and administrative needs
  • Assist with technology-related questions from clients and internal team members, including portal access and navigation issues
  • Maintain and support CRM systems and assist with process improvements
  • Help train team members on new technology tools, updates, and best practices

Qualifications for this role include:

  • Bachelor's degree from an accredited college or university
  • 2+ years of experience in financial services support, preferably in a Client Service Associate role
  • Strong written and verbal communication skills
  • Experience working with CRM systems, Microsoft Office, and online client portals
  • Familiarity with wealth management platforms such as Schwab and Advyzon is a plus
  • Ability to manage multiple projects and deadlines with strong attention to detail
  • Excellent interpersonal skills and a professional, client-focused approach
  • Ability to work independently while collaborating effectively with advisors and team members

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!