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

FX PB Client Services Associate

Stamford, CT ยท On-site

$85K - $130K/yr

FX Prime Brokerage Client Services Associate Sitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining relationships with external clients. You'll act ...

FX PB Client Services Associate

Stamford, CT ยท On-site

$85K - $130K/yr

Join us as a FX Prime Brokerage Client Services Associate * Sitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining relationships with external ...

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 ...

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 ...

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 ...

Client Service Associate

Darien, CT ยท On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

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Client Services Associate information

See Newtown, CT salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client services associate in Newtown, CT is $23.08, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $25.77 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.

What are the most commonly searched types of Client Services jobs in Newtown, CT?

The most popular types of Client Services jobs in Newtown, CT are:

What job categories do people searching Client Services Associate jobs in Newtown, CT look for?

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

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

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

Infographic showing various Client Services Associate job openings in Newtown, CT as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 2% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $48,000 per year, or $23.1 per hour.

FX PB Client Services Associate

NatWest Markets

Stamford, CT โ€ข On-site

$85K - $130K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


Job description

FX PB Client Services Associate

LocationStamford,United States

Job typePermanent |Contract typeFull Time

Experienced

This is a general indication and doesn't always reflect day-to-day responsibilities. Check the job description for full details.

#R-00281661

Job description

This role is based in the United States and as such all normal working days must be carried out in the United States.

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. ? Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business.

Join us as a FX Prime Brokerage Client Services Associate

  • Sitting within?our Prime Brokerage?Client Service team, you'll be responsible for building and maintaining relationships with external clients

  • You'll act as the primary contact for clients and internal stakeholders to ensure the smooth running of client accounts

  • This is a fast-paced front office role, in which you'll be providing proactive and high quality client service and customer experience, with a big focus on personal and professional development

What you'll do

In your new role, you'll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching. In addition, you'll be monitoring client limit utilisation and increases where necessary.

We'll also look to you to:

  • Escalate high risk issues that will negatively impact client relationship or potential bank risk

  • Regularly review client processes and structures, providing regular updates to sales and management on potential issues, efficiencies, and changes

  • Coordinate the onboarding processes across our Legal, Credit, Collateral, Sales and Product

The skills you'll need

We're looking for someone with high analytical and numerate skills and experience in a finance or banking environment. This role is open to candidates with relevant experience; however, we also welcome individuals who demonstrate strong analytical capabilities, learning agility, initiative, and the potential to succeed and grow within the role.

You'll also need:

  • A good understanding of FX products, including cash FX, vanilla options and exotic options

  • Previous experience working in a client facing role or financial services industry.

  • Excellent interpersonal skills, and the ability to promote?a collaborative team environment

  • Strong communication skills

  • A keen eye for detail

  • Solid planning and organisational skills

The expected base annual salary range for this position is $85,000 - $130,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement.

It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. "Know Your Rights" (https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal)