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Client Services Associate Jobs in Connecticut (NOW HIRING)

Vodia Ventures

Client Service Associate

Westport, CT · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Gallagher

Client Service Manager II

Danbury, CT

Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth. Operational Excellence: * Ensure accurate client and policy data is maintained within ...

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Client Services Associate information

See Connecticut salary details

$9

$21

$38

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

Coastal Bridge Advisors

Westport, CT • On-site

$65K - $85K/yr

Full-time

Posted 5 days ago

Job description

Position Summary

The Client Service Associate is a key member of our wealth advisory team, supporting clients' day-to-day service and account needs.

This individual will work closely with Wealth Advisors to manage account administration, facilitate client requests, prepare for meetings, and ensure each interaction is handled accurately, thoughtfully, and efficiently. The ideal candidate anticipates needs, takes ownership, and ensures clients feel known, supported, and well cared for.

Key Responsibilities


Client Service & Account Administration

  • Serve as a key point of contact for day-to-day client service and account-related needs.
  • Assist with new account opening, onboarding, transfers, and ongoing account maintenance.
  • Facilitate money movement and other client transactions with accuracy and attention to detail.
  • Prepare and process client documentation and coordinate with custodians and other third parties.
  • Maintain accurate client records and activity within the firm's systems and CRM.
  • Respond promptly and professionally to client requests and ensure follow-through from start to finish.

Client & Advisor Support

  • Coordinate client meetings and assist with preparation and follow-up.
  • Gather and organize information to support financial planning and wealth management needs.
  • Partner with Wealth Advisors and other team members to anticipate and address client needs.
  • Identify opportunities to improve processes and enhance the overall client experience.
  • Handle all client information with professionalism, discretion, and confidentiality.

Qualifications

  • Bachelor's degree preferred.
  • Experience in client service, financial services, wealth management, banking, or another high-touch professional-services environment.
  • Prior wealth management, RIA, or family-office experience is preferred.
  • Exceptional attention to detail, organization, and follow-through.
  • Strong verbal and written communication skills.
  • Ability to manage multiple priorities while maintaining accuracy and responsiveness.
  •  Proactive, service-oriented approach with strong problem-solving skills.
  • Proficiency with Microsoft Office and comfort learning new technology platforms.
  • Experience with Salesforce, Orion, Tamarac, Addepar and custodian platforms is preferred.