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

Pathstone

Associate, Client Advisory

Boston, MA · On-site

$65K - $72K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Boston, MA · On-site

$65K - $72K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Boston, MA · On-site

$65K - $72K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

3/25/2026

Client Services Coord

Acton, MA · On-site

$48K - $52K/yr

Qualifications: * 4-year college degree or Associate degree. * 1-2 years of experience in a ... Previous client service, sales, and/or administrative experience within a professional setting ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year ... Exposure to investment management, wealth management, or related financial services environments is ...

Boston College

Student Services Associate

Chestnut Hill, MA · On-site

$24.78 - $30.96/hr

Reporting to the Assistant Director, Student Support Services, the Student Services Associate is part of the backbone of the Office of Student Services, the central administrative unit for Boston ...

Boston College

Student Services Associate

Newton, MA · On-site

$24.78 - $30.96/hr

Student Services Associate Reporting to the Assistant Director, Student Support Services, the Student Services Associate is part of the backbone of the Office of Student Services, the central ...

Boston College

Student Services Associate

Chestnut Hill, MA · On-site

$24.78 - $30.96/hr

Reporting to the Assistant Director, Student Support Services, the Student Services Associate is part of the backbone of the Office of Student Services, the central administrative unit for Boston ...

PGA TOUR Superstore

Club Services Associate

Natick, MA · On-site

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

PGA TOUR Superstore

Club Services Associate

Natick, MA · On-site

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

PGA TOUR Superstore

Club Services Associate

Natick, MA · On-site

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

RapidRatings

Member Services Associate

Quincy, MA · On-site

$55K/yr

Our Member Services team helps onboard our clients' suppliers as members of the FHR Exchange, a ... Own a hands-on, tactical role focused on client and member satisfaction and operational excellence.

RapidRatings

Member Services Associate

Quincy, MA · On-site

$55K/yr

Our Member Services team helps onboard our clients' suppliers as members of the FHR Exchange, a ... Own a hands-on, tactical role focused on client and member satisfaction and operational excellence.

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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

$24

$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.

Associate, Client Advisory

Pathstone

Boston, MA • On-site

$65K - $72K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

CompanyDescription: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Boston, MA office, and will be expected to work onsite four days per week, with one day per week available for remote work.
JobDescription: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.
Key Responsibilities:
  • Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
  • Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
  • Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
  • Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
Qualifications:
  • Bachelor's degree is required.
  • Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
  • Strong analytical, quantitative, problem-solving, and client service skills.
  • Proactive, detail-oriented and understands time-sensitive issues.
  • Strong verbal and written communication skills.
  • Skill with PC and Microsoft Office suite, particularly Excel.
  • Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
  • Shows a positive attitude and initiative in all aspects of the position and demonstrates the ability to prioritize tasks in the face of competing demands.
  • Enjoys learning and growing and is motivated to take on new challenges.
  • Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.

Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $65,000 - $72,500 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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