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Client Services Associate Jobs in Andover, MA (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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

3/25/2026

Client Services Coord

Acton, MA · On-site

$48K - $52K/yr

Qualifications: * 4-year college degree or Associate degree. * 1-2 years of experience in a ... Previous client service, sales, and/or administrative experience within a professional setting ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year ... Exposure to investment management, wealth management, or related financial services environments is ...

Boston College

Student Services Associate

Newton, MA · On-site

$24.78 - $30.96/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Student Services Associate Reporting to the Assistant Director, Student Support Services, the Student Services Associate is part of the backbone of the Office of Student Services, the central ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Andover, MA

Client Services Associate information

See Andover, MA salary details

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How much do client services associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client services associate in Andover, MA is $22.69, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $25.34 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 popular job titles related to Client Services Associate jobs in Andover, MA?

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

What cities near Andover, MA are hiring for Client Services Associate jobs?

Cities near Andover, MA with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Andover, MA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, 1% Temporary, and 5% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $47,197 per year, or $22.7 per hour.

Registered Client Service Associate

UBS

Boston, MA • On-site

Other

Posted 29 days ago

Job description

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 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.
Your team
You'll be working with the Wealth Management team in Boston.
Your expertise
• ideally 2+ years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

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