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Client Services Associate Jobs in Connecticut (NOW HIRING)

Stifel

Client Service Associate

Hamden, CT · On-site

$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 ...

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Greenwich, CT

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

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Showing results 21-40

All JobsClient Services Associate JobsClient Services Associate Jobs in Connecticut

Client Services Associate information

See Connecticut salary details

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How much do client services associate jobs pay per hour?

As of Aug 19, 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 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 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.

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 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 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.

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 August 2026, with employment types broken down into 45% Full Time, 33% Part Time, and 22% Contract. Highlights an 100% In-person job distribution, with an average salary of $44,328 per year, or $21.3 per hour.

Client Service Associate - Hightower Signature Wealth

hightower

Westport, CT • On-site

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

 

We are looking for a Client Service Associate to help bring our mission to life. The Client Service Associate controls our client experience. You will report to the Head of Office.

 

The Role:

  • Controls our client experience
  • Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
  • Proactive outreach to clients to share team services, including their digital experience
  • Use CRM platform to document milestones in clients’ lives
  • Participate in projects and internal working groups to ensure the client’s needs are represented in projects
  • Ensure both clients and the team are protected by observing practice’s compliance policies
  • Support Advisors with operational tasks

 

What You’ll Bring:

  • Ability to anticipate challenges and address them
  • Ability to manage changing priorities in a day, and set expectations with others
  • Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
  • Innate desire to be a problem solver
  • Attention to detail
  • Work experience in Financial Services desired, but not required
  • FINRA Securities licenses desired, but not required

What We Offer:  

We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.

We believe the foundation of a strong team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.

We provide:

  • Annual base salary of $85,000-$100,000 based on qualifications and experience
  • Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
  • On-the-job training
  • Resources for career development
  • Support for continuous learning
  • Mentorship
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • PTO plan
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

 

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

#LI-Onsite

 

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