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Client Services Associate Jobs in Chelsea, MA (NOW HIRING)

Osaic

Client Service Wealth Associate

Boston, MA

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... We are seeking a client-focused financial services professional who excels in delivering ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... We are seeking a client-focused financial services professional who excels in delivering ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... We are seeking a client-focused financial services professional who excels in delivering ...

Osaic

Client Service Wealth Associate

Boston, MA

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... We are seeking a client-focused financial services professional who excels in delivering ...

Wilmington Trust

Wealth Client Service Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank. * Review daily department reports ...

Guidepoint

Client Service Healthcare Associate

Boston, MA · On-site

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Healthcare Associate

Boston, MA · On-site

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Healthcare Associate

Boston, MA · Hybrid

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

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 ...

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Showing results 21-40

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

Client Services Associate information

See Chelsea, MA salary details

$10

$24

$44

How much do client services associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for client services associate in Chelsea, MA is $24.34, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $27.16 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.
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Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Chelsea, 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 $50,634 per year, or $24.3 per hour.

Senior Associate, Client Service

Partners Capital

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

The Senior Associate, Client Service located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing exception support to the Investment Team.
The candidate will be an integral member of the global Operations team and will report directly to a manager on the Client Service Team. The role has a wide-ranging responsibility and involves working with the Operations and Investment teams across all offices. The candidate should be hardworking and must be able to interact with colleagues and third parties, prioritizing and completing multiple tasks and meeting key investment and reporting deadlines. Additionally, over time this role may develop into a client facing position and thus a strong candidate will be comfortable interacting with clients in a professional manner.
The company has a "small business" atmosphere and attitude. The successful applicant should be ready for wide-ranging responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm's continued success.
Client Account Management:
  • Support the Client Service Managers and Investment Teams responsible for managing client relationships
  • Draft client correspondence for review and send out (e.g. client requests, capital calls, statements)
  • Monitor client cash and securities accounts by closely managing relationships with external stakeholders (e.g. custodians, trustees, other third-parties)
  • Maintain the Client Relationship Management (CRM) system and update documentation records, specifically around AML/KYC
  • Prioritize and complete a range of client requests by collaborating effectively across internal teams

Client Investment Execution & Reporting:
  • Grasp a detailed understanding of alternative investment products, with specific attention paid to the terms of the funds (e.g. fee classes, minimums, fund notice periods, gates, lock up periods)
  • Collaborate closely with the Investment Team and other internal stakeholders around execution plans
  • Prepare and review accurate trade instructions and documentation for alternative investment execution, wire transfers, and cash management (e.g. subscription/redemption documents)
  • Coordinate execution of client brokerage transactions and cash funding obligations (e.g. capital calls)
  • Liaise directly with custodians and fund administrators to process investment instructions and resolve queries to ensure trades are placed and settled in a timely manner
  • Ensure all transactions are recorded and tracked accurately using in-house systems
  • Review client monthly "flash" reports, quarterly performance statements, and invoices for accuracy
  • Support the Investment Team by updating client balance sheets, client presentations, meeting materials and other client correspondence
  • Provide support to clients and their stakeholders on audit and tax processes

Process Improvements:
  • Assist in identifying and implementing client service process improvements initiatives
  • Develop a deep understanding of processes and middle and back-office portfolio management systems
  • Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team
  • Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels

Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Additional responsibilities include:
  • Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team
  • Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels

Qualifications / Attributes
The ideal candidate will have strong attention to detail, problem-solving skills, and ability to multi-task in a fast-paced environment. The candidate must possess an outstanding track record of accomplishments and strong interpersonal, communication, and client service skills.
  • Prior work experience (5+ years). Investment operations experience is preferred, but not required
  • Undergraduate degree (any field). Strong GPA and SAT scores
  • High degree of attention to detail and experience inputting and reviewing large sets of data
  • Proficiency using Microsoft Office, particularly Excel/PowerPoint/Outlook
  • Articulate self-starter with strong analytical and organizational skills
  • Ability to multi-task and prioritize daily workloads while working efficiently and accurately
  • High degree of integrity and professionalism with strong interpersonal and communication skills
  • Team player who is willing to do whatever it takes to contribute to the success of the business
  • Comfortable receiving and providing feedback from/to direct manager and Partners

Benefits and Compensation
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible "results-focused" working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.
Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Boston office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $75,000 to $115,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.
The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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