ZipRecruiter

Log In

1

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

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... 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 ...

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 ...

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 ...

Foundation Medicine

Global Client Services Lead

Boston, MA · On-site

$59K - $74K/yr

Provide day-to-day guidance, peer-mentoring, and support to Client Services Associates * Reinforce departmental expectations, policies, and best practices * Serve as a resource for Client Services ...

New

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 ...

previous pagenext page

Showing results 21-40

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

Client Services Associate information

See Waltham, MA salary details

$10

$24

$44

How much do client services associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for client services associate in Waltham, MA is $24.17, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $26.97 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Waltham, MA?

The most popular types of Client Services jobs in Waltham, MA are:

What are popular job titles related to Client Services Associate jobs in Waltham, MA?

For Client Services Associate jobs in Waltham, MA, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Waltham, MA look for?

The top searched job categories for Client Services Associate jobs in Waltham, MA are:

What cities near Waltham, MA are hiring for Client Services Associate jobs?

Cities near Waltham, MA with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Waltham, MA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution, with an average salary of $50,272 per year, or $24.2 per hour.

Associate, Client Service Solutions

Focus Financial Partners

Needham, MA • On-site, Remote

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Job description

Job Description Summary:
SCS Financial is looking for an Associate to join the Client Service Solutions team. This is an excellent opportunity for candidates who would like to contribute to one of the firm's core business management teams. The Client Service Solutions team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail-focused, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and the ability to think critically.
This role can be located in Needham, MA; Portsmouth, New Hampshire.
Job Description:
Primary Responsibilities
  • Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.
  • Interface directly with external custodian banks in the account opening and asset transfer process.
  • Lead account opening and new client onboarding project plans, including communicating with a wide variety of stakeholders.
  • Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm's database
  • Support alternative investment processing procedures on behalf of clients.
  • Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
  • Assist in all ad hoc information or report requests from advisors.
  • Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm.

Qualifications
  • Bachelor's degree
  • 1+ years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management, RIA, or family office or comparable. Internship experience will also be considered.
  • Strong attention to detail
  • Ability to multi-task
  • Strong communication skills, both written and oral
  • Proactive and solutions oriented; consistently willing to take initiative to solve problems
  • Proficient in Microsoft Excel
  • Experience with financial services technology - investment accounting platforms, client relationship management (CRM) tools and client reporting software
  • Experience managing processes and reviewing colleagues' work in prior roles

This position is an exempt position. The annualized base pay range for this role is expected to be between $60,000-$70,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be foundhere
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply