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

Aon

Client Service Associate (Hybrid)

Norwell, MA · On-site

$59K - $78K/yr

The Client Services Associate is responsible for maintaining the accuracy and integrity of client account data and providing ongoing support to advisory staff on data-related matters. Candidate ...

Stifel

Client Service Associate

Boston, MA

$40K - $59K/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

Boston, MA

$40K - $59K/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

Boston, MA · On-site

$40K/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 ...

Beacon Bank

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Client Service Associate We are seeking a personable and highly organized Client Service Associate ... Bachelor's degree required * 3-5+ years of experience in client services, preferably within an RIA ...

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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
Associate Director, Client Services

Associate Director, Client Services

Kobie Marketing

Boston, MA • On-site, Remote

Full-time

Posted 5 days ago

Job description

Join a National Top Workplace 
 
Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We're always looking for talented individuals who are ready to join a collaborative, growth-focused culture. As a partner to some of the world's most recognized brands, we are leaders in loyalty, helping brands build lasting emotional connections with their consumers. 
 
Join Us from Anywhere 
While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with: 

         Flexible Time Off to recharge when needed 
         Nine Company-Wide Holidays 
         A diverse suite of benefits prioritizing your growth, development, and personal well-being 

Discover more about our perks and benefits here. 
 
Kobie is a values-led organization where we believe that everyone is a leader, regardless of their position or role. 


About the team and what we'll build together

 

As Associate Director, Client Services, you will drive the evolution and success of our clients' customer loyalty programs. Your leadership will shape loyalty strategies, leveraging data-driven insights and cross-functional collaboration to enhance customer experiences and maximize program ROI.

In the Financial Services Vertical, This Means:

You'll operate at the intersection of loyalty marketing and banking/card operations. With a growing portfolio of financial institution (FI) clients, you will bring deep understanding of the unique challenges, regulatory environment, and customer expectations within banking, credit unions, and other financial services organizations.

 

 

How you will make an impact 

  • Driving Program Development & Strategy: In conjunction with our clients, manage loyalty programs that enhance customer retention and satisfaction. Develop strategies to drive program adoption and engagement - directly impacting our clients' bottom line.
  • Customer Insights & Data Analysis: With Decision Scientist partnership, understand our client's customer data and insights to refine loyalty program offerings, ensuring alignment with customer preferences and business goals.
    • For financial institution clients, this requires sensitivity to data privacy regulations (e.g., GLBA, CCPA) and an understanding of how financial behavior data informs cardholder engagement and reward strategy. Analyze program performance and make data-driven recommendations.
  • Cross-functional Collaboration: Your ability to collaborate with technology teams across Kobie and our clients to ensure seamless execution and integration of loyalty programs.
    • For financial institution clients, this includes managing fulfillment partners in coordination with Kobie's Partnership team, ensuring partner performance, SLA adherence, and alignment with client expectations - particularly for FI clients where reward fulfillment accuracy and compliance are critical.
  • Promotions & Campaigns: Manage the definition and execution of promotional campaigns to drive awareness and participation in the loyalty program. In partnership with our clients and Kobie partners, develop strategies for seasonal, tier-based, and milestone rewards.
  • Enhancing Customer Experience: Understand the customer journey to ensure the Kobie platform and our clients technology allow the program members to have a seamless and enjoyable experience from enrollment to reward redemption.
  • Performance Monitoring & Reporting: Understand and monitor our client's program's performance metrics, such as participation rates, redemption rates, and ROI. In alignment with Decision Science and Strategy, provide regular reports to our clients on program success and areas for improvement.
    • This role is expected to own the working relationship with both the clients and the internal Kobie team.  That includes but isn't limited to CSAT scores, contractual allocations and support staff, teammate workload and prioritization. 
  • Competitive Analysis: In partnership with Strategy, understand competitor loyalty programs and industry trends to ensure our client's program remains competitive and innovative.
    • For financial institution clients, this means tracking trends specific to card-linked loyalty, banking rewards, co-brand partnerships, and the competitive landscape among issuers and fintechs.
  • Budget Management: Oversee our clients program budget, ensuring effective allocation of resources and staying within budgetary constraints.
  • Program Enhancements: Identify opportunities for continuous improvement and propose new features or offerings to maintain our client's interest and engagement, driving organic revenue.
    • This role is responsible for improving the operational excellence of these accounts through efficiencies, personal experience and skillsets as well as influence. 
  • This role has the potential to include direct reports to align with client growth and needs.  Additionally, this role will be responsible for managing several teammates indirectly in support of our client's needs. 

 

What you need to be successful   

  • 8-10 years of experience in client services, account management, relationship management, or customer loyalty roles.
  • Experience within the financial services industry, including prior experience working with or within financial institutions such as banks, credit unions, or card issuers
  • Bachelor's degree in marketing, Business, or a related field.
  • Deep understanding of financial services terminology, culture, and business drivers.
  • Strong analytical skills with experience in data analysis and interpretation.
  • Experience managing complex client relationships with multiple stakeholders. You've worked with clients large enough to have many decision-makers, conflicting priorities, and organizational silos.
  • Knowledge of CRM software, loyalty program platforms, and customer segmentation.
  • Excellent communication skills with emphasis on clarity, documentation, and over-communication.
  • Strong project management abilities with attention to detail.
  • Ability to work cross-functionally in a fast-paced environment.
  • Creative problem-solving and a customer-focused mindset.

Nice to Have

  • Experience with loyalty program platforms
  • Make required
  • Experience navigating the compliance, audit, and regulatory frameworks common in financial institution environments, such as GLBA, CCPA, and banking regulations
  • Experience with card-linked loyalty, banking rewards, or co-brand partnerships
  • Experience coordinating with marketing operations or managing marketing CRM platforms.
Who we are  As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands. We do this with a strategy-led technology approach that uncovers the truth behind what drives consumers on an emotional level. We believe that our team's passion and expertise are the driving forces behind our success and are proud to be named a Top Workplaces in the USA, where the best and brightest in loyalty drive our mission of growing enterprise value through loyalty. 
 
A place for all We celebrate and embrace diversity at Kobie! 
Employment at Kobie is based solely on an individual's merit and qualifications, which are directly related to professional competence. We do not discriminate against any teammate or applicant because of race,color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy, or any other characteristic protected by applicable law. 
 
We are fiercely committed to fostering a workplace where teammates can bring their authentic selves to work every day. Our DEI initiatives, including various committees, ensure that principles of equity, diversity, and inclusion are deeply ingrained throughout Kobie. While our leadership team fully supports our policy of nondiscrimination and equal opportunity, it is the responsibility of all teammates to uphold these values. 
 
Ready to join us? If you're ready to make an impact and grow in a supportive, innovative environment, we'd love to hear from you. Apply today and join the best and brightest in loyalty! 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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