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

HB Travels

Client Services Associate / Travel

Salem, MA · On-site

About the job Client Services Associate / Travel Are you passionate about travel and committed to delivering outstanding client service? We are seeking Client Services Associates / Travel to join our ...

Foundation Medicine

Client Services Associate

Boston, MA · Hybrid

$42K - $53K/yr

The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...

Foundation Medicine

Client Services Associate

Boston, MA · On-site

$42K - $53K/yr

The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...

KKR

Treasury & Client Services Associate

Boston, MA · On-site

$110K - $140K/yr

Client Services Treasury Associate Boston KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate ...

TeamWork Online

Member Services Associate

Newton, MA · On-site

$25/hr

The Member Services Associate is a key part of successful club operations including client services, facility upkeep, sales, inventory management, product knowledge, and program facilitation. They ...

TeamWork Online

Member Services Associate

Allston, MA · On-site

$25/hr

The Member Services Associate is a key part of successful club operations including client services, facility upkeep, sales, inventory management, product knowledge, and program facilitation. They ...

Teamwork Online

Member Services Associate

Allston, MA · On-site

$25/hr

The Member Services Associate is a key part of successful club operations including client services, facility upkeep, sales, inventory management, product knowledge, and program facilitation. They ...

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

Client Services Associate information

See Needham, MA salary details

$10

$24

$44

How much do client services associate jobs pay per hour?

As of Jul 5, 2026, the average hourly pay for client services associate in Needham, MA is $24.40, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $27.21 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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 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 jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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 are the most commonly searched types of Client Services jobs in Needham, MA? The most popular types of Client Services jobs in Needham, MA are:
What are popular job titles related to Client Services Associate jobs in Needham, MA? For Client Services Associate jobs in Needham, MA, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Needham, MA look for? The top searched job categories for Client Services Associate jobs in Needham, MA are:
What cities near Needham, MA are hiring for Client Services Associate jobs? Cities near Needham, MA with the most Client Services Associate job openings:
Client Services Associate jobs near you

Client Services Associate

NextPhase Search

Waltham, MA • On-site

Other

Posted 21 days ago

Job description

Client Service Associate/ Registered Client Service Associate, Boutique Wealth Management Firm | Waltham, MA


About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client capital across all asset classes and serving ultra-high-net-worth families, foundations, and endowments. This firm has built something genuinely different: a collaborative, team-first environment where newer employees consistently describe the culture as truly family-like—not just in name. Leadership is deeply invested in mentorship and professional development, and employees are encouraged to contribute ideas and improve processes. Flexible hours, a hybrid schedule, and four Summer Fridays reflect a real commitment to work/life balance.


About the role: This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close-knit, high-performing team. This is a hands-on, client-facing role at the center of day-to-day portfolio administration, reporting, and relationship support—with direct exposure to both the Investments and Operations teams and a clear path for growth from Client Service Associate → Senior Client Associate → Vice President → Relationship Management.


RESPONSIBILITIES


  • Prepare client presentation packages and performance reporting
  • Monitor asset allocation and liquidity requirements
  • Proactively manage client relationships and develop process enhancements
  • Participate in client meetings in person and virtually on a quarterly basis
  • Facilitate money movements and wire transfers for client accounts
  • Utilize Addepar (firm's reporting platform) to view portfolio data, asset allocation, and transactions, and generate reports for clients and internal use
  • Onboard new clients and coordinate asset transfers with third parties
  • Collaborate with the client service team on ad hoc requests and projects
  • Work with the investment team on portfolio construction and monitoring
  • Assist with tax information research, K-1 tracking, and distribution to clients and their accountants


QUALIFICATIONS


  • Bachelor's degree with strong academic record
  • 2–3 years of client service experience in a wealth management, multi-family office, or institutional investment setting (THIS IS REQUIRED)
  • Addepar experience a plus; training will be provided
  • Experience with new accounts, wires, and alternative investment subscriptions
  • Familiarity with portfolio construction and alternative investments (private equity, real estate, hedge funds)
  • Strong Excel and MicrosoftOffice skills
  • Excellent written and verbal communication; polished, professional, and relationship-oriented
  • Highly organized with strong attention to detail and ability to multitask
  • Series 7 license is a plus, willingness and ability to acquire the Series 7 on the job is required

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