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Client Service Professional Jobs in Springfield, MA

Aon

Client Service Associate

Windsor, CT · On-site

$14.50 - $19.75/hr

Required Education, Professional & Technical Experience * Bachelor's Degree or relevant work ... The Client Service Associate role is a valuable part of the overall level of service and ...

Aon

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

The Client Service Associate role is a valuable part of the overall level of service and ... Required Education, Professional & Technical Experience * Bachelor's Degree or relevant work ...

NFP

Client Service Associate

Windsor, CT · On-site

$14.50 - $19.75/hr

The Client Service Associate role is a valuable part of the overall level of service and ... Required Education, Professional & Technical Experience * Bachelor's Degree or relevant work ...

NFP Corp

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

The Client Service Associate role is a valuable part of the overall level of service and ... Required Education, Professional & Technical Experience * Bachelor's Degree or relevant work ...

NFP Corp

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

The Client Service Associate role is a valuable part of the overall level of service and ... Required Education, Professional & Technical Experience * Bachelor's Degree or relevant work ...

NFP Corp

Client Service Associate

Windsor, CT · Hybrid

$14.50 - $20/hr

The Client Service Associate role is a valuable part of the overall level of service and ... Required Education, Professional & Technical Experience * Bachelor's Degree or relevant work ...

AON PLC

Client Service Associate

Windsor, CT · On-site

$60 - $80/hr

The Client Service Associate role is a valuable part of the overall level of service and ... Required Education, Professional & Technical Experience * Bachelor's Degree or relevant work ...

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Client Service Professional information

See Springfield, MA salary details

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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 Springfield, MA is $16.93, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $18.22 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 Springfield, MA?

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

What cities near Springfield, MA are hiring for Client Service Professional jobs?

Cities near Springfield, MA with the most Client Service Professional job openings:

Client Service Professional jobs near you
Infographic showing various Client Service Professional job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $35,208 per year, or $16.9 per hour.

Client Service Advisor

Retirement Income Source

East Longmeadow, MA • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Client Service Advisor

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm's revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients. The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. By leveraging the firm's established expertise and resources, the Client Service Advisor plays a critical role in delivering value to clients while advancing the firm's business goals.

Key Responsibilities
  • Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
  • Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
  • Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
  • Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
  • Guide new clients through the onboarding process, ensuring a seamless and professional experience
  • Meet or exceed individual sales goals and revenue targets through new business development and client expansion
  • Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
  • Collaborate with internal teams to coordinate service delivery and ensure a consistent, high-quality client experience
Must-Have Qualifications

Background and Education:

  • Bachelor's degree in Finance, Business, or a related field preferred
  • Proven experience in financial services, client relationship management, or advisory roles
  • Demonstrated success in sales, client acquisition, or revenue-generating positions

Technology Expertise:

  • Proficiency with CRM systems (e.g., Salesforce) and financial planning software
  • Comfortable using virtual meeting platforms and digital communication tools
  • Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook

Regulatory Awareness:

  • Active Series 65 license or combination of Series 7 and 66 required
  • Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations
  • Commitment to maintaining continuing education and staying informed on industry regulations
Physical & Work Environment Requirements
  • Ability to work for extended periods at a desk using a computer.
  • Ability to lift up to 10 pounds if/when necessary.
  • Routine use of telephone and email.
  • Office-based role with potential travel to conferences, events, and satellite offices as needed.
Benefits

We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

  • 100% employer-covered medical benefits and HRA account
  • Dental & vision plans
  • Short and long-term disability insurance
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Free onsite parking
  • Company-provided laptop and required technology

Retirement Income Source SFG is an E-Verify employer.

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.

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