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

Duncaster Inc

Resident Services Associate

Bloomfield, CT · On-site

$21.60/hr

Overview The Resident Services Associate serves as a central resource for residents, delivering exemplary customer service and support while addressing inquiries and service needs. This position ...

Wells Thomas, LLC

Be Seen First

Client Service Associate

Branford, CT · On-site

$45K - $52K/yr

Resolve client issues * Facilitate communication between internal teams and clients * Prepare ... services for retirement plan compliance and success.

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Client Services Associate information

See Meriden, CT salary details

$9

$21

$40

How much do client services associate jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client services associate in Meriden, CT is $21.96, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $24.52 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 Meriden, CT are hiring for Client Services Associate jobs? Cities near Meriden, CT with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Meriden, CT as of July 2026, with employment types broken down into 1% As Needed, 65% Full Time, 22% Part Time, 11% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,670 per year, or $22 per hour.

Private Bank Client Services Associate

Webster Bank

Waterbury, CT • On-site

Full-time

Posted 9 days ago

Webster Bank rating

7.1

Company rating: 7.1 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

124th of 170 rated banks

Job description

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
Function in answering high net worth client inquiries and servicing business and consumer deposit relationships, providing exceptional service through email and telephone and/or face-to-face sales calls with the Private Bankers.
Position Summary
The Private Bank Client Services Associate serves as a trusted partner to Private Bankers and high-net-worth clients, delivering a white-glove service experience across both consumer and business banking relationships. This role is responsible for managing day-to-day client servicing needs, resolving complex account inquiries, supporting relationship growth, and ensuring every client interaction reflects the highest standards of professionalism, accuracy, and responsiveness.
Working closely with Private Bankers, Treasury Management, Operations, and other internal partners, the Client Services Associate plays a key role in deepening client relationships by providing proactive support, operational expertise, and tailored banking solutions.
Key Responsibilities
  • Deliver exceptional service to high-net-worth individuals, families, and business clients through telephone, email, and in-person interactions.
  • Serve as the primary operational support partner to Private Bankers, ensuring a seamless client experience throughout the relationship lifecycle.
  • Initiate domestic and international wire transfers, internal monetary transactions, cashier's checks, stop payments, and other client servicing requests while maintaining compliance with bank policies and regulatory requirements.
  • Coordinate all aspects of new account opening, documentation collection, account maintenance, ownership changes, and account closures for both consumer and business banking relationships.
  • Support business banking clients with Treasury Management products and services, including online banking, ACH, remote deposit, positive pay, user administration, and related digital banking solutions.
  • Research and resolve complex client inquiries, account discrepancies, transactional issues, and service requests with urgency while maintaining a high level of client satisfaction.
  • Partner with Private Bankers to prepare client presentations, portfolio review materials, sales proposals, and meeting documentation.
  • Monitor and process daily overdrafts, exercising sound judgment while communicating proactively with relationship managers and clients when appropriate.
  • Identify opportunities to deepen client relationships by recognizing additional banking, lending, treasury, and wealth management needs and referring opportunities to the appropriate partners.
  • Ensure all client documentation, account activity, and servicing requests comply with regulatory requirements, internal controls, and bank policies.
  • Maintain accurate client records and documentation within applicable banking systems.
  • Provide cross-functional support for the broader Client Services team during periods of high volume, vacations, or other staffing needs to ensure continuity of service across the Private Bank.

Qualifications
Skills & Competencies
  • Demonstrated commitment to delivering an exceptional client experience with a concierge-level service approach.
  • Strong understanding of private banking, wealth management, and commercial/business banking products and services.
  • Knowledge of consumer and business deposit products, Treasury Management services, digital banking platforms, and operational banking processes.
  • Ability to independently manage multiple priorities in a fast-paced, high-touch environment while maintaining exceptional accuracy and attention to detail.
  • Excellent problem-solving, analytical, and decision-making skills with the ability to navigate complex client situations.
  • Strong verbal and written communication skills with the professionalism required to interact confidently with high-net-worth clients and senior business leaders.
  • Highly collaborative with the ability to build effective partnerships across Relationship Management, Operations, Treasury Management, Lending, Compliance, and Wealth Management teams.
  • Strong organizational and time-management skills with the ability to prioritize competing deadlines.

Education
  • High School Diploma or GED required.
  • Associate's or Bachelor's degree in Business, Finance, Economics, or a related field preferred.

Experience
  • 3-5 years of experience in Private Banking, Wealth Management, Retail Banking, Commercial Banking, or a client service role supporting high-net-worth individuals and business clients.
  • Experience supporting consumer and business deposit products, account servicing, Treasury Management services, and operational banking functions.
  • Experience working in a relationship-driven, client-centric environment with a focus on delivering exceptional service to affluent or high-net-worth clients is strongly preferred.

The estimated salary range for this position is $77,000USD to $83,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
#LI-RK1
Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

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