ZipRecruiter

Log In

1

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

Ecoplus Power

Client Support & Data Associate

Southbury, CT · Remote

$17.50 - $23.75/hr

About EcoPlus Power At EcoPlus Power, we're focused on making energy services simpler, more ... We are currently seeking a Client Support & Data Associate to join our remote team. This ...

New

UBS

Client Associate

Westport, CT · On-site

Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • Keep management systems up-to-date with client information ...

Carson Wealth

Associate Wealth Advisor

Wallingford, CT · On-site

$65K - $81K/yr

Client Service & Relationship Management : Provide positive and professional service to assigned ... Associate. In this scenario, the individual would be expected to obtain the necessary licensing ...

JCW Group

Client Support Associate

New Canaan, CT · On-site

$60K - $70K/yr

Act as a central contact for client questions across digital banking, card services, and treasury-related needs. * Support treasury products by managing documentation, conducting periodic reviews ...

Banfield

Client Service Representative

Norwalk, CT · On-site

$16 - $21.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

VCA Animal Hospitals

Client Service Representative

Darien, CT · On-site

$16.75 - $22.75/hr

... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...

VCA Animal Hospitals

Client Service Representative

Darien, CT · On-site

$16.75 - $22.75/hr

Recommending, selecting, and obtaining products and services, including prescriptions. Answering ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Banfield

Client Service Coordinator

Norwalk, CT · On-site

$17.70 - $22.62/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

Lead Advisor

Be Seen First

Investment Operations Associate

Westport, CT · On-site

$69K - $80K/yr

Investment Operations Service Associate Our client is an award-winning wealth management and financial planning practice in Westport, CT (ranked #1 in CT by Forbes in 2024) is hiring for a registered ...

VCA Animal Hospitals

Client Service Representative

Danbury, CT · On-site

$16.25 - $22.25/hr

Recommending, selecting, and obtaining products and services, including prescriptions. Answering ... If you are a current associate, you will need to apply through our internal career site. Please log ...

previous page

Showing results 41-60

All JobsClient Services Associate JobsClient Services Associate Jobs in Derby, CT

Client Services Associate information

See Derby, CT salary details

$10

$22

$40

How much do client services associate jobs pay per hour?

As of Sep 12, 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 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 job categories do people searching Client Services Associate jobs in Derby, CT look for?

The top searched job categories for Client Services Associate jobs in Derby, CT are:

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, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $46,740 per year, or $22.5 per hour.

Associate Bookkeeper - Outsource Accounting Services

Ridgefield, CT • On-site

Reynolds + Rowella
Accounting Services • 51 - 200 employees
Learn more about Reynolds + Rowellaexternal

$33 - $36/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Position: Outsource Accounting Services - Associate
Location: Ridgefield, CT (hybrid work schedule 2 days on site)
About Us
Reynolds + Rowella is a growing public accounting and advisory firm providing Tax, Audit, Outsourced Accounting, Human Resources, and Business Consulting services to a diverse client base. With offices in Ridgefield and New Canaan, Connecticut, we serve individuals, closely held businesses, and organizations across a variety of industries.
We are proud to be one of the few independent regional accounting firms in Fairfield County, offering expertise, resources, and capabilities of a larger firm while maintaining the personalized service and collaborative culture of a close-knit team. Due to the continued growth/expansion of our Outsourced Accounting Services (OAS) practice, we are seeking an OAS Associate to join our team.
This role provides the opportunity to work closely with business owners, executives, and clients across a wide range of industries while gaining exposure to accounting operations, financial reporting, budgeting, payroll, technology, and advisory services. The position offers meaningful mentorship, hands-on experience, and significant opportunities for professional development and career advancement within a growing practice.
As a member of Reynolds + Rowella, you will be part of a successful, family-oriented professional services firm that values collaboration, flexibility, work-life balance, and long-term career growth. We have been recognized as a Top Workplace by Hearst Media Group for multiple years and has been named a Top Firm in New England by Accounting Today, an IPA Top 400 Firm, and a Best of Accounting Award Winner. If you are looking to advance your accounting career within a growing firm that values employee development, teamwork, and exceptional client service, we encourage you to apply.
Why work with Reynolds + Rowella? We offer:
  • Healthy Work/Life Balance - Hybrid Work Schedules - 2 days on site, 3 days remote
  • Rewarding Working Culture - team building and volunteer events, employee-led committees
  • Coaching/Mentorship Programs for our staff
  • Career Development with clear goals
  • Strong Competitive Compensation + bonuses
  • 401(k) savings plan with company match
  • Strong Comprehensive Benefits: Medical, Dental, Vision, Voluntary/Company Paid Life Insurance, short/long-term disability insurance, Medical FSA, Dependent Care
  • Generous PTO Program + Paid Holiday Schedule
  • Employee referral bonus program
  • Tuition / CPA exam & study materials reimbursement
  • Gym Membership reimbursement
  • Summer Flex Time/Hours - off Fridays
  • Dress for your day policy

$33 - $36 an hour
Pay: 33-36/hr. + OT eligibility + bonus
Position Summary
The OAS Associate will support the Outsourced Accounting Services team by performing a variety of accounting, bookkeeping, reporting, payroll, client service functions. This individual will work directly with supervisors, senior associates, managers, and clients to deliver high-quality accounting services while developing both technical expertise and client-facing skills. The ideal candidate is organized, detail-oriented, technology-savvy, and eager to learn. They are motivated to grow professionally, take ownership of their work, and contribute to a positive and collaborative team environment.
Key Responsibilities
Client Accounting & Financial Reporting
  • Perform diversified accounting assignments under the direction of supervisors and senior team members.
  • Prepare and maintain accounting records, general ledgers, workpapers, and supporting documentation.
  • Assist in the preparation of entity and individual financial statements and customized client reports.
  • Support cash flow reporting, budgeting, and financial analysis initiatives.
  • Prepare and/or review quarterly and annual informational and non-tax filings.
  • Assist with the creation of monthly financial reports and summaries.

Accounts Payable, Accounts Receivable & Cash Management
  • Track, monitor, and reconcile payable invoices.
  • Process accounts payable transactions and assist with vendor payments.
  • Handle accounts receivable activities and customer invoicing.
  • Assist with banking, cash management, and client bill payment services.
  • Utilize QuickBooks Online and related cloud-based technologies to manage client accounting functions.

Payroll & Compliance Support
  • Assist with payroll tracking and monitoring of payroll withholdings.
  • Support payroll-related accounting functions and reconciliations.
  • Process sales and use tax filings and related compliance activities.
  • Coordinate accounting information/client deliverables with firm's tax department.

Reconciliations & Record Maintenance
  • Assist with reconciliation of bank accounts, investment accounts, and other balance sheet accounts.
  • Maintain accurate accounting records and supporting schedules.
  • Prepare organized work papers and supporting documentation.
  • Ensure accuracy and completeness of financial information.

Technology & Process Improvement
  • Develop proficiency with Reynolds + Rowella's systems, technology, and workflows.
  • Leverage QuickBooks Online and other cloud-based technologies to improve efficiency and reporting.
  • Seek opportunities to improve processes and enhance client service delivery.
  • Remain current with accounting technology and industry best practices.

Required - Qualifications
  • Bachelor's degree in accounting required; master's degree in accounting preferred.
  • 3-5 years of accounting, bookkeeping, outsourced accounting, client accounting services, tax, or public accounting experience.
  • Experience utilizing QuickBooks Online or other cloud-based accounting software.
  • Strong proficiency with Microsoft Excel and Microsoft Office Suite.
  • Strong organizational, analytical, and problem-solving skills.
  • Excellent verbal and written communication abilities.
  • Ability to manage multiple projects and deadlines simultaneously.

Professional Development & Growth
At Reynolds + Rowella, we are committed to developing our team members and providing a clear path for advancement. The successful candidate will:
  • Demonstrate a willingness to learn and continuously expand their knowledge base.
  • Seek guidance and support from team members to accelerate development.
  • Shadow senior team members on client engagements and interactions.
  • Complete required continuing professional education (CPE) and training programs.
  • Learn from feedback and apply new knowledge to future engagements.
  • Take initiative in pursuing additional responsibilities and growth opportunities.
  • Participate in firm events, activities, and leadership development opportunities.

Operational Excellence
The OAS Associate will be expected to:
  • Complete assignments within established timelines and budgets.
  • Meet client deadlines and deliver high-quality results.
  • Effectively manage competing priorities and multiple engagements.
  • Proactively seek opportunities to contribute and support team's growth.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Apply