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Client Services Associate Jobs in Derby, CT (NOW HIRING)

Stifel

Client Service Associate

Hamden, CT

$44K - $65K/yr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

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The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client services associate in Derby, CT is $22.47, according to ZipRecruiter salary data. Most workers in this role earn between $17.12 and $25.10 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 cities near Derby, CT are hiring for Client Services Associate jobs?

Cities near Derby, CT with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Derby, CT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $46,740 per year, or $22.5 per hour.

Client Service Associate- Business Center

Hanover Bank

Riverhead, NY • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

Client Service Associate

Hanover Bank is looking for a full-time Client Service Associate to join our team. The Client Service Associate enhances the client experience by delivering exceptional service while proactively driving commercial and small business deposit growth. This role is responsible for identifying, sourcing, and deepening relationships with business clients, while supporting all branch functions and serving as administrative and operational support to the Bank.

Operating as a universal banker, the CSA performs both platform and teller functions and plays a critical role in executing a relationship-based sales strategy, with a strong focus on business development, deposit acquisition, and client retention.

Key Responsibilities – Commercial Growth & Business Development
  • Proactively identify and engage small business and commercial clients through in-branch interactions, outbound calling, and local market prospecting.
  • Execute a structured business development calling plan, targeting existing clients, prospects, and Centers of Influence (COIs) such as accountants, attorneys, and real estate professionals.
  • Build and maintain a pipeline of commercial deposit opportunities, including operating accounts, money market accounts, and treasury/cash management services.
  • Conduct needs-based discovery conversations with business owners to understand cash flow, liquidity, and operational banking needs.
  • Generate and schedule qualified appointments for Business Bankers and Commercial Relationship Managers.
  • Partner closely with commercial and cash management teams to onboard and expand business relationships.
  • Support onboarding of new business accounts, ensuring a seamless and efficient client experience.
  • Participate in community and networking events to increase visibility and generate new business opportunities within the local market.
Client Relationship Management & Retention
  • Build long-term relationships with business and consumer clients through proactive outreach, regular check-ins, and financial reviews.
  • Identify opportunities to retain and grow deposits by anticipating client needs and offering relevant solutions.
  • Serve as a trusted point of contact for day-to-day banking needs while deepening relationships over time.
  • Ensure a high-touch, consultative service approach that differentiates the Bank in the local market.
Sales Execution & Referral Generation
  • Actively contribute to branch sales goals, with a strong emphasis on deposit growth and business account acquisition.
  • Consistently identify and refer opportunities for lending, treasury management, and other specialized services.
  • Maintain strong product knowledge, particularly in business banking and cash management solutions.
  • Execute outbound sales activities including call campaigns, follow-ups, and targeted outreach to drive engagement and appointments.
  • Track pipeline activity, referrals, and outcomes to ensure consistent follow-through and results.
Operations & Risk Management
  • Accurately and efficiently process routine transactions, including deposits, withdrawals, check cashing, loan payments, and transfers.
  • Open new consumer and business accounts in compliance with all regulatory requirements.
  • Ensure adherence to Bank policies, procedures, and regulations, including Bank Secrecy Act (BSA) and KYC requirements.
  • Support branch operations including ATM balancing, cash recycler management, vault oversight, and audit support.
Team Collaboration & Branch Integration
  • Partner with Branch Managers, Business Bankers, and Commercial Relationship Managers to execute a coordinated commercial growth strategy.
  • Act as a key contributor to a sales and service culture, balancing relationship development with operational excellence.
  • Participate in sales meetings, pipeline reviews, and coaching sessions focused on business development performance.
  • Support overall branch objectives, including service quality, operational efficiency, and revenue growth.
Performance Expectations
  • Achieve goals related to: business deposit growth, new business account acquisition, outbound calls and appointments set, commercial referrals and pipeline activity.
  • Demonstrate consistent prospecting discipline and relationship follow-up.
  • Contribute meaningfully to branch-level commercial growth and market expansion.
Success Profile
  • Strong interpersonal and consultative sales skills, particularly with small business clients.
  • Ability to identify business opportunities and translate them into actionable referrals.
  • High level of initiative in outbound prospecting and community engagement.
  • Strong organizational skills with the ability to manage a pipeline of opportunities.
  • Commitment to delivering a differentiated client experience.
Our Benefits

Health & Wellness Benefits

  • Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options)
  • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D)
  • Company-paid Long-Term Disability Insurance

Voluntary Benefits

  • Additional Life and AD&D Insurance for employee, spouse, and dependents
  • Voluntary Short-Term Disability Insurance
  • Pet Insurance
  • Legal Services Plan
  • Accident Insurance
  • Hospital Indemnity Insurance
  • Cancer Care Insurance

Retirement

  • 401(k) Plan with Company Match

Time Off & Recognition

  • Paid Personal Time Off (PTO)
  • Paid Company Holidays
  • Annual Performance Bonuses
  • Annual Salary Increases

Employee Engagement

  • Company-sponsored Events
  • Employee Contests and Recognition Programs

Hourly Rate $22.00 - $26.00; placement within this range will vary based on experience and skill level.

Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, national origin, disability or protected veteran status.

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