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Client Services Associate Jobs in Massachusetts (NOW HIRING)

UBS

Registered Client Service Associate

Boston, MA · On-site

Your role Key Responsibilities: • Educate clients on account services and capabilities • Input client information into the financial planning tools and Firm tools • Assist with the preparation ...

Phaxis

FX Client Service Associate

Boston, MA · On-site

The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations ...

PNC

Client Experience Associate

Burlington, MA

$40K - $67K/yr

As a Full Time Client Experience Associate within PNC's retail branch banking organization you will ... process including, service to sales, teller interactions, and effective lobby engagement ...

New

HUB

Client Service Associat

Wilmington, MA · Hybrid

$20.44 - $30.77/hr

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

Pathstone

Associate, Client Advisory

Boston, MA · On-site

$65K - $72K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Boston, MA · On-site

$65K - $72K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Boston, MA · On-site

$65K - $72K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

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Client Services Associate information

See Massachusetts salary details

$11

$24

$44

How much do client services associate jobs pay per hour?

As of Aug 17, 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 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 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 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $50,891 per year, or $24.5 per hour.

Registered Client Service Associate

UBS - Experienced professionals - job boards

Boston, MA • On-site

Full-time

Re-posted 2 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

Key Responsibilities:
Educate clients on account services and capabilities
Input client information into the financial planning tools and Firm tools
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collated for new accounts and service request.
Key Deliverables:
Leverage communication channels to enhance relationships with clients
Maintain management systems with up to date client information
Organize logistics for team marketing events and maintain marketing materials
Provide team with calendar detailing daily, weekly and monthly activities
Identify service opportunities for clients
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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