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

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... We are seeking a client-focused financial services professional who excels in delivering ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... We are seeking a client-focused financial services professional who excels in delivering ...

Wilmington Trust

Wealth Client Service Associate

Boston, MA · On-site

$26.23 - $43.71/hr

Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank. * Review daily department reports ...

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 ...

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 ...

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 ...

UBS

Registered Client Service Associate

Boston, MA · On-site

Your role Key Responsibilities: • Educate clients on account services and capabilities • Input client information into the financial planning tools and Firm tools • Assist with the preparation ...

Phaxis

FX Client Service Associate

Boston, MA · On-site

The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations ...

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

Client Services Associate information

See Walpole, MA salary details

$11

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$44

How much do client services associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client services associate in Walpole, MA is $24.43, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $27.26 per hour, depending on experience, location, and employer.

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 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 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 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 Walpole, MA? The most popular types of Client Services jobs in Walpole, MA are:
What are popular job titles related to Client Services Associate jobs in Walpole, MA? For Client Services Associate jobs in Walpole, MA, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Walpole, MA look for? The top searched job categories for Client Services Associate jobs in Walpole, MA are:
What cities near Walpole, MA are hiring for Client Services Associate jobs? Cities near Walpole, MA with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Walpole, MA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, 1% Temporary, and 5% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,806 per year, or $24.4 per hour.

Client Service Wealth Associate

Osaic

Boston, MA • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 26 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

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, high‑quality 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 high‑quality 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 client‑centric 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 problem‑solving 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

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

What Osaic employees say

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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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