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Client Services Associate Jobs in Massachusetts (NOW HIRING)

G9 Financial

Client Services Associate

Millbury, MA · On-site

Role Description The Client Services Associate is a full-time, on-site role based in Millbury, MA, supporting advisors and clients in daily operations. This position handles client inquiries ...

New

Alumni Ventures

Client Services Associate

Boston, MA · On-site

Client Services Associate Boston, MA About Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,600 ...

HB Travels

Client Services Associate / Travel

Salem, MA · On-site

About the job Client Services Associate / Travel Are you passionate about travel and committed to delivering outstanding client service? We are seeking Client Services Associates / Travel to join our ...

Alumni Ventures

Client Services Associate

Boston, MA · On-site

About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands-on exposure to venture capital, startup investing ...

Alumni Ventures

Client Services Associate

Boston, MA · On-site

About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands-on exposure to venture capital, startup investing ...

Alumni Ventures

Client Services Associate

Boston, MA · On-site

About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands-on exposure to venture capital, startup investing ...

HUB

Client Services Associate

Boston, MA · Hybrid

$20.44 - $30/hr

We currently have an opportunity for an Client Services Associate to join our Employee Benefit s team in our Boston, MA office on a Hybrid work schedule. SPECIFIC RESPONSIBILITIES : * Assist the CRM ...

Foundation Medicine

Client Services Associate

Boston, MA · On-site

$42K - $53K/yr

The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...

Foundation Medicine

Client Services Associate

Boston, MA · Hybrid

$42K - $53K/yr

The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...

Digital FCU

Client Services Associate II

Chelmsford, MA · On-site

$27.50 - $33/hr

Description The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment productswhile consistently meeting a high level of service ...

Court 16

Member Services Associate

Allston, MA · On-site

$25/hr

The Member Services Associate is a key part of successful club operations including client services, facility upkeep, sales, inventory management, product knowledge, and program facilitation. They ...

Court 16

Member Services Associate

Newton, MA · On-site

$25/hr

The Member Services Associate is a key part of successful club operations including client services, facility upkeep, sales, inventory management, product knowledge, and program facilitation. They ...

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$11

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$44

How much do client services associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for client services associate in Massachusetts is $24.47, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $27.31 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 Massachusetts?

The most popular types of Client Services jobs in Massachusetts are:

What are popular job titles related to Client Services Associate jobs in Massachusetts?

For Client Services Associate jobs in Massachusetts, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Massachusetts look for?

The top searched job categories for Client Services Associate jobs in Massachusetts are:

What cities in Massachusetts are hiring for Client Services Associate jobs?

Cities in Massachusetts with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Massachusetts as of August 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution, with an average salary of $50,891 per year, or $24.5 per hour.

Client Services Associate

G9 Financial

Millbury, MA • On-site

Other

Posted yesterday

New

Job description

Company Description G9 Financial is a client-focused financial firm built on trust, integrity, and long-term relationships. The firm takes a holistic approach to financial planning, combining new ideas, professional experience, and deep industry knowledge to serve clients’ best interests. As an independently minded practice partnered with Cambridge Investment Research, one of the nation’s top independent broker-dealers, G9 Financial leverages advanced technology and robust support to deliver comprehensive financial services. This partnership enables access to a wide range of investment and advisory solutions while maintaining objective guidance for clients. Additional information and regulatory disclosures are available on the company’s website.
Role Description The Client Services Associate is a full-time, on-site role based in Millbury, MA, supporting advisors and clients in daily operations. This position handles client inquiries, schedules appointments, prepares and processes account paperwork, and maintains accurate client records. The role involves managing phone and email communication, greeting clients in the office, and ensuring a professional and welcoming experience. The Client Services Associate coordinates with advisors and back-office partners to resolve service issues, track follow-ups, and support the delivery of financial plans and reports. The role also includes basic administrative tasks, document management, and adherence to compliance procedures and firm policies.
Qualifications
  • Candidates should possess strong Client Services and Customer Service skills, with a focus on building positive, professional relationships.
  • Candidates should possess effective Communication skills, including clear verbal and written communication and active listening.
  • Candidates should possess Customer Support skills, including handling inquiries, resolving issues, and providing timely follow-up.
  • Candidates should possess foundational Finance knowledge or interest in financial services, with the ability to learn firm processes and products.
  • Relevant qualifications include prior experience in a client-facing or administrative role, proficiency with office software (e.g., Microsoft Office, CRM systems), strong attention to detail, and organizational skills.
  • A high school diploma is required; an associate or bachelor’s degree in business, finance, or a related field is preferred. Experience in a financial advisory, banking, or investment environment is a plus.

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