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

Gallagher

Client Manager

West Hartford, CT · On-site

We will rely on your leadership skills to help guide our Client Service Associates and create a learning environment. You apply your business insight and strong dedication to service to create depth ...

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Experienced Client Service Associate - 30 Hour Work Week

Farmington, CT · On-site

$25 - $30/hr

... services they use, rather than surrendering a percentage of their assets under management. We ... This is not a traditional Client Service Associate role. It is fundamentally an organizational role ...

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

Client Services Associate information

See Meriden, CT salary details

$9

$21

$40

How much do client services associate jobs pay per hour?

As of Jun 16, 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, 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 job categories do people searching Client Services Associate jobs in Meriden, CT look for? The top searched job categories for Client Services Associate jobs in Meriden, CT are:
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 June 2026, with employment types broken down into 84% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $45,670 per year, or $22 per hour.
Transaction Advisory Services (TAS) Senior Associate

Transaction Advisory Services (TAS) Senior Associate

PKF O'Connor Davies

Shelton, CT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

About PKF O'Connor Davies
PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.
Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.
At PKF O'Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.
If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O'Connor Davies is the place for you!
We are seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. The TAS Senior Associate plays a key role in supporting and executing financial due diligence engagements for mergers, acquisitions, divestitures, and other transaction-related matters. This role requires strong analytical skills, a solid accounting foundation, and the ability to manage multiple priorities while working closely with Managers and Partners.
The Senior Associate is expected to be highly hands-on, client-facing, and increasingly responsible for reviewing junior staff work and contributing to engagement planning.
Key Responsibilities
Transaction Execution & Analysis
  • Perform buy-side and sell-side financial due diligence procedures
  • Prepare Quality of Earnings (QoE), Net Working Capital, Cash Flow, and Debt-like Items analyses
  • Analyze historical financial statements and identify key trends, risks, and transaction considerations
  • Assist in drafting client-ready diligence reports and presentations
  • Support purchase agreement considerations, including working capital targets and closing mechanisms

Engagement & Client Management
  • Support Managers and Supervisors with engagement execution, timelines, and deliverables
  • Participate in client meetings and assist with presenting findings
  • Coordinate data requests and manage data rooms
  • Collaborate with investment bankers, legal teams, and internal tax professionals

Supervision & Development
  • Guide and review work performed by Associates
  • Provide coaching and on-the-job training to junior team members
  • Ensure workpapers are complete, accurate, and properly documented

Firm & Practice Support
  • Assist with proposal preparation and business development efforts
  • Participate in recruiting, training, and internal initiatives
  • Stay current on accounting standards, transaction trends, and industry developments

Qualifications
  • Must be able to work in the office a minimum of 3 days per week.
  • Bachelor's degree in Accounting, Business or Finance from an accredited college/university required
  • CPA license required or in progress
  • 3-4 years of experience in transaction advisory, audit, or related financial advisory services
  • Experience in a CPA firm or professional services environment
  • Strong knowledge of U.S. GAAP and financial statement analysis
  • Hands-on experience with QoE, working capital, and cash flow analyses
  • Proficient with MS Office Suite and data analytics tools
  • Hands-on experience with buy-side and sell-side due diligence
  • Experience supporting M&A transactions a plus
  • Strong project management and communication skills
  • Ability to balance multiple engagements and deadlines
  • Demonstrates strong initiative and the ability to adapt to new challenges and concepts
  • Interest in long-term growth within Transaction Advisory Services
  • This role requires flexibility to travel when business needs arise

Compensation & Benefits:
The compensation for this position ranges from $85,000 - $115,00. Compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
  • Medical, Dental, and Vision plans
  • Basic Life, AD&D, and Voluntary Life Insurance
  • 401(k) plan and Profit-Sharing program
  • Flexible Spending & Health Saving accounts
  • Employee Assistance, Wellness, and Work-life programs
  • Commuter & Parking benefits programs
  • Inclusive Parental Leave Benefits
  • Generous Paid Time Off (PTO)
  • Paid Firm Holidays
  • Community & Volunteering programs
  • Recognition & Rewards programs
  • Training & Certification programs
  • Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies, LLC ("PKFOD") will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
#LI-LC1
#LI-Hybrid
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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