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Client Services Associate Jobs in Middletown, CT

Stifel

Client Service Associate

Hamden, CT · On-site

$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 ...

ESPN

Coordinator, Client Services

Bristol, CT · On-site

$49K - $66K/yr

Responsibilities Client services support * Assists Facilities Operations Associate Director and Supervisor with multiple upkeep projects, on-campus events and emergency responses as required

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How much do client services associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client services associate in Middletown, CT is $22.68, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $25.34 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 Middletown, CT?

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For Client Services Associate jobs in Middletown, CT, the most frequently searched job titles are:

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

What cities near Middletown, CT are hiring for Client Services Associate jobs?

Cities near Middletown, CT with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Middletown, CT as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 17% Part Time, 3% Temporary, and 4% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $47,182 per year, or $22.7 per hour.

Client Services Associate

Glastonbury, CT • On-site

StoneCastle Consulting
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Posted 3 days ago

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Job description

Company Description StoneCastle Consulting is a professional services firm focused on helping clients achieve their financial and business objectives through tailored consulting solutions. The company is committed to delivering high-quality, detail-oriented support and building long-term relationships based on trust and transparency. Team members collaborate closely with clients to understand their unique needs and provide practical, results-driven recommendations. StoneCastle Consulting values integrity, accountability, and strong communication, creating an environment where professionals can grow their skills and contribute meaningfully to client success.
Role Description The Client Services Associate is a full-time, on-site role based in Glastonbury, CT. This role is responsible for serving as a primary point of contact for clients, responding to inquiries, and ensuring timely resolution of service requests. Day-to-day tasks include managing client accounts, preparing and maintaining documentation, coordinating with internal teams to address client needs, and supporting the delivery of financial and consulting services. The Client Services Associate will handle phone, email, and in-person communication, monitor client satisfaction, and proactively identify opportunities to enhance client experience. The role may also involve assisting with reporting, data entry, and process improvements to support efficient operations.
Qualifications
  • Strong Client Services and Customer Service skills, with a focus on building and maintaining professional relationships.
  • Experience in Customer Support and handling client inquiries across multiple channels.
  • Excellent Communication skills, including clear verbal and written communication.
  • Basic understanding of Finance or financial services concepts, with the ability to learn firm-specific processes.
  • Attention to detail, strong organizational skills, and the ability to manage multiple tasks and priorities.
  • Proficiency with common office software (e.g., Microsoft Office, email and CRM tools).
  • Ability to work collaboratively in an on-site team environment and maintain a professional demeanor with clients.
  • Preferred: Prior experience in a consulting, financial services, or professional services environment.
  • Preferred: Associate or bachelor’s degree in Business, Finance, Communications, or a related field, or equivalent practical experience.

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