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

Procyon

Client Service Associate

Shelton, CT

$14.50 - $20/hr

OVERVIEW Your job as the Institutional Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm's institutional clients. This ...

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 ...

Stifel

Client Service Associate

Hamden, CT · On-site

$44K - $65K/yr

What You'll Be Doing 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 ...

Stifel

Client Service Associate

Hamden, CT · On-site

$44K/yr

What You'll Be Doing 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 ...

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How much do client services associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for client services associate in Madison, CT is $20.95, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $23.37 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

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 the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

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 job makes $10,000 a month without a degree?

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

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 customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
More about Client Services Associate jobs
What cities near Madison, CT are hiring for Client Services Associate jobs? Cities near Madison, CT with the most Client Services Associate job openings:
Client Services Associate jobs near you
Institutional Client Service Associate

Institutional Client Service Associate

Procyon

Shelton, CT

Other

Posted 3 days ago

Job description

Institutional Client Service Associate

WHO WE ARE

Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $9 Billion of client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are:


Passionate – We show up with energy & enthusiasm every day.

Driven – We work tirelessly to achieve exceptional outcomes.

Approachable – We always make sure people feel welcome.

Candid – We tell it like it is in language you will understand.

Caring – We have your back.


Firm Priorities

  • Growth We are committed to growth
  • Efficiency We desire to run the firm as efficiently as possible.
  • Exceptional Outcomes We want all our clients and team members to have them.


OVERVIEW

Your job as the Institutional Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm’s institutional clients. This role supports the coordination and execution of operational elements across both new and existing client relationships, helping to ensure consistency, accuracy, and a seamless client experience. Working collaboratively with advisors and third-party platforms, the Associate serves as a key liaison in facilitating client service, onboarding, and ongoing account support. The ideal candidate is highly organized, service-oriented, and an effective communicator who can work both independently and as part of a team to support client needs and operational excellence.


QUALIFICATIONS

  • 1-3 years experience in wealth management client service work-specialization with defined contribution plans preferred
  • Knowledge of relevant platforms
  • Custodians Charles Schwab and Fidelity
  • CRM Salesforce
  • Performance Reporting Black Diamond
  • MPI Stylus Morningstar
  • RPAG Fi360
  • Capable of independent work and self managing projects
  • Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
  • Exceptional interpersonal and communication skills, with the ability to interface with clients and advisors.
  • Strong work ethic, self-motivated, and goal oriented.
  • Foundational understanding of RIA compliance requirements


JOB DESCRIPTION

This position will be working under the direct supervision of Procyon’s Director of IC Operations-Terry Crawford. The IC CSA will support the Firm in the following ways:

Client Service

  • Serve as a primary liaison between advisors, clients, recordkeepers, and internal teams to ensure seamless, high-quality client service and timely follow-ups
  • Coordinate client meetings, employee education sessions, and ongoing communications, including proactive outreach and issue resolution
  • Support plan participants and clients with inquiries and account needs while maintaining strong relationships with vendor partners

Operations

  • Support onboarding and integration of institutional clients, including account setup, contracting, custodial coordination, and billing implementation
  • Maintain accurate client data across CRM (Salesforce) and reporting systems, ensuring documentation, data integrity, and adherence to firm standards
  • Execute operational workflows including billing, investment changes, and coordination with custodians and third-party providers

Projects and Processes

  • Manage and proof client reporting deliverables, ensuring accuracy across performance data, plan demographics, and investment documentation
  • Support RFPs, benchmarking analyses, plan transitions, and participant financial planning coordination
  • Identify process improvement opportunities and contribute to system enhancements, special projects, and firm-wide initiatives


WHY PROCYON

Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.


Location: In Person or Remote

Travel: Up to 10% of the time between office and event locations

Full / Part-time: Full Time

Hours Per Week: 40 hours, minimum

Hours: 8:30am-5pm

Salary: $75-90k + Bonus


Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor

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