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Client Services Associate Jobs in Methuen, MA (NOW HIRING)

Osaic

Client Service Wealth Associate

Boston, MA

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... We are seeking a client-focused financial services professional who excels in delivering ...

Guidepoint

Client Service Healthcare Associate

Boston, MA · Hybrid

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Healthcare Associate

Boston, MA · On-site

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We currently have an opportunity for a Client Services Associate to join our Commercial Lines team in our Wilmington, MA office on a Hybrid work schedule. * SPECIFIC RESPONSIBILITIES: * Works closely ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We currently have an opportunity for a Client Services Associate to join our Commercial Lines team in our Wilmington, MA office on a Hybrid work schedule. * SPECIFIC RESPONSIBILITIES: * Works closely ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We currently have an opportunity for a Client Services Associate to join our Commercial Lines team in our Wilmington, MA office on a Hybrid work schedule. * SPECIFIC RESPONSIBILITIES: * Works closely ...

S&P Global

Client Coverage Associate

Boston, MA · On-site

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a ... Previous experience in a financial services, financial institution or professional services role ...

S&P Global, Inc.

Client Coverage Associate

Boston, MA · On-site

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a ... Previous experience in a financial services, financial institution or professional services role ...

Spgi

Client Coverage Associate

Boston, MA · On-site

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a ... Previous experience in a financial services, financial institution or professional services role ...

M&T Bank

Wealth Client Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships ...

PNC

Client Experience Associate

Burlington, MA

$40K - $67K/yr

As a Full Time Client Experience Associate within PNC's retail branch banking organization you will ... process including, service to sales, teller interactions, and effective lobby engagement ...

Wilmington Trust

Wealth Client Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships ...

New

M&T Bank

Wealth Client Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships ...

New

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Showing results 21-40

All JobsClient Services Associate JobsClient Services Associate Jobs in Methuen, MA

Client Services Associate information

See Methuen, MA salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for client services associate in Methuen, MA is $23.42, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $26.15 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 are the most commonly searched types of Client Services jobs in Methuen, MA?

The most popular types of Client Services jobs in Methuen, MA are:

What cities near Methuen, MA are hiring for Client Services Associate jobs?

Cities near Methuen, MA with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Methuen, MA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $48,718 per year, or $23.4 per hour.

Client Service Wealth Associate

Osaic

Boston, MA

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Client Service Wealth Associate

Location(s): Boston - 175 Federal St., Boston, MA 02110

Role Type: Full-time, Non-Exempt

Salary: $65,000-$75,000 annually + eligibility for an annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

Join us as we launch an exciting new advisory team backed by the strength and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.

In this role, you will serve as a primary point of contact for retail investment clients-guiding them through account needs, onboarding processes, and documentation requirements. You will partner closely with internal teams and Wealth Consultants to create a seamless, highquality client experience from start to finish.

Education & Licensing Requirements:

  • High school diploma or GED required

  • Bachelor's degree or coursework in Business, Finance, Economics, Accounting, or related fields preferred

  • FINRA SIE, Series 6, Series 63, and Series 65 or 66 required, or must be obtained within:

    • 60 days of hire: SIE, Series 6, and Series 63

    • 90 days of hire: Series 65 or 66

  • Series 7 preferred

Responsibilities:

  • Serve as a primary point of contact for clients, providing timely, professional support via phone, email, and video appointments. Offer clear guidance and education on account-related topics to ensure an exceptional experience.

  • Assist clients with account openings, transfers, transactions, and ongoing maintenance while adhering to all firm and regulatory compliance requirements.

  • Prepare, review, and maintain accurate account documentation, including proposals, forms, statements, and performance reports, ensuring all information is complete and compliant.

  • Collaborate closely with Wealth Consultants and internal business partners to support the delivery of customized financial solutions and highquality service.

  • Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and proper account setup and documentation.

  • Address client questions and concerns promptly; identify solutions and escalate complex matters as needed to ensure timely resolution.

  • Provide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations.

Basic Requirements:

  • 1-3+ years of experience in the financial services industry, ideally in client service, operations, or a wealth management support role.

  • Strong clientcentric mindset with a commitment to delivering exceptional service.

  • Excellent verbal and written communication skills, including a polished phone presence and the ability to clearly explain financial concepts.

  • Demonstrated experience supporting client account activities: openings, transfers, transactions, documentation review, and ongoing maintenance.

  • Strong problemsolving skills and sound judgment, with the ability to resolve issues or escalate as appropriate.

  • Proficiency with CRM/document management systems, video meeting tools, and Microsoft Office (or equivalent).

Preferred Requirements:

  • Background in retail investments or wealth management

  • Familiarity with KYC standards, documentation processes, and internal control/compliance requirements

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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