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Client Services Associate Jobs in Connecticut (NOW HIRING)

Valitana LLC

Client Services Associate

Stamford, CT · On-site

$100K - $120K/yr

Position Overview We are seeking a Client Services Associate to join our Vantage Client Services team. In this role, you will develop expertise in CLO and ABL deal structures while learning to model ...

Valitana LLC

Client Services Associate

Stamford, CT · On-site

$100K - $120K/yr

Position Overview We are seeking a Client Services Associate to join our Vantage Client Services team. In this role, you will develop expertise in CLO and ABL deal structures while learning to model ...

NatWest Group

FX PB Client Services Associate

Stamford, CT · On-site

$85K - $130K/yr

Join us as a FX Prime Brokerage Client Services Associate * Sitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining relationships with external ...

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See Connecticut salary details

$9

$21

$38

How much do client services associate jobs pay per hour?

As of Aug 4, 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?

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 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 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 client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
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 July 2026, with employment types broken down into 82% Full Time, 12% Part Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $44,328 per year, or $21.3 per hour.

Client Services Associate

Valitana LLC

Stamford, CT • On-site

$100K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

About Valitana
Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.
Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider - Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.
Position Overview
We are seeking a Client Services Associate to join our Vantage Client Services team. In this role, you will develop expertise in CLO and ABL deal structures while learning to model transactions within Valitana's platform and support institutional clients with day-to-day platform needs. You will build the technical, analytical, and client service skills needed to grow in the structured finance space. This is a hands-on, client-facing role for an analytically minded professional eager to build deep expertise in structured finance and FinTech.
Responsibilities
  • Support the modeling of CLO and ABL deals within Vantage, Valitana's OMS & PMS with the guidance of senior members on the team.
  • Assist with indenture analysis to help translate deal documentation into platform configurations and compliance frameworks.
  • Support the configuration and ongoing maintenance of compliance testing for managed deals and Separately Managed Accounts (SMAs).
  • Deliver responsive, white-glove support to institutional clients - including CLO managers, CLO investors, hedge funds, and asset managers - escalating complex requests as needed.
  • Help build custom metrics, workflows, and Excel models tailored to client-specific needs, using the Valitana plugin for data integration and calculations.
  • Assist clients with onboarding, data uploads, and ongoing platform usage to drive adoption and value realization.
  • Contribute to internal documentation, knowledge-sharing, and continuous improvement of client service processes.

Qualifications
  • 3-5+ years of professional experience in structured finance, fixed income, financial operations, or a related analytical role. Exposure to CLO or ABL deals is strongly preferred.
  • Foundational understanding of structured finance concepts, with eagerness to develop expertise in CLO mechanics - including waterfalls, OC/IC tests, concentration limitations, and reinvestment criteria.
  • Interest in or familiarity with reading and interpreting indentures and other deal documentation.
  • Client-facing experience in a consulting, client services, financial operations, or relationship management capacity.
  • Proficiency in Excel, including advanced functions and data analysis.
  • Strong verbal and written communication skills, with the ability to explain analytical concepts clearly to clients.
  • Detail-oriented with strong organizational skills.
  • Resourceful, with the ability to work both independently and as part of a team.
  • Bachelor's degree from an accredited institution; degrees in Finance, Mathematics, Engineering, or a related quantitative field preferred.
  • AI literacy preferred - comfort using AI tools to accelerate research, analysis, or client deliverables.

What We Offer
Base salary range for this role is $100,000 to $120,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.
Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.
Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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