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Client Services Associate Jobs in Connecticut (NOW HIRING)

Procyon

Client Service Associate

Shelton, CT

$14.50 - $20/hr

OVERVIEW Your job as the Institutional Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm's institutional clients. This ...

Stifel

Client Service Associate

Hamden, CT

$44K - $65K/yr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Client Service Associate

Hamden, CT

$44K - $65K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Stifel

Client Service Associate

Hamden, CT · On-site

$44K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Connecticut

Client Services Associate information

See Connecticut salary details

$9

$21

$38

How much do client services associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for client services associate in Connecticut is $21.31, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $23.80 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What job makes $10,000 a month without a degree?

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Connecticut? The most popular types of Client Services jobs in Connecticut are:
What are popular job titles related to Client Services Associate jobs in Connecticut? For Client Services Associate jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Connecticut look for? The top searched job categories for Client Services Associate jobs in Connecticut are:
What cities in Connecticut are hiring for Client Services Associate jobs? Cities in Connecticut with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Connecticut as of June 2026, with employment types broken down into 84% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,328 per year, or $21.3 per hour.

Client Services Associate

Career Source Group, LLC

Westport, CT • Hybrid

Other

Posted 21 days ago

Job description

Client Services Associate

A premier investment firm is seeking a high-energy, logistics-obsessed Associate to serve as the operational heart of our Client Service team. In this high-visibility role, you aren't just providing support; you are the "connective tissue" ensuring our world-class clients receive an unparalleled experience. You will field, coordinate, and execute everything moving in and out of a fast-paced, high-stakes environment. Location: Westport, CT (Hybrid: 4 days onsite / 1 day remote). Compensation & Benefits: $135,000 – $200,000 (Includes base salary + discretionary target bonus) plus exceptional benefits package

What You'll Do
  • Drive Operations: Partner with Senior Client Advisors to translate business goals into an organized operational cadence.
  • Project Management: Orchestrate logistics for client events, global travel, and high-level presentations from concept to execution.
  • Client Interface: Serve as the first point of contact for sophisticated global institutional investors, handling inquiries with extreme professionalism.
  • Synthesize & Synchronize: Distill complex information for senior leaders, manage CRM data, and ensure the team is fully prepped for every interaction.
  • Problem Solve: Anticipate bottlenecks before they happen and turn ambiguity into action.
Who You Are
  • Operationally Excellent: You have "grit" and a track record of managing high-volume, complex workflows without dropping the ball.
  • Proactive & Flexible: You take ownership of your work. While standard hours are ~9:00 AM – 5:30 PM, you have the flexibility to log in early or late to support global clients and meet deadlines.
  • Polished Communicator: You can navigate high-pressure situations with calm and professionalism.
Backgrounds That Excel Here

Financial services experience is a plus, but we value track record over industry. We've seen great success with candidates from:

  • Event Management & Logistics
  • Executive or Administrative Support
  • Project Management
  • Investor Relations

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