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Client Services Associate Jobs in Woonsocket, RI

RR Donnelley

Lead Office Services Associate

Boston, MA · On-site

$21.97 - $31.20/hr

Handle client concerns and be able to problem-solve resolutions in accordance with policies and ... to associates. * *Ensure team provides outstanding service to client, while building strong ...

RR Donnelley

Lead Office Services Associate

Boston, MA

$21.97 - $31.20/hr

Handle client concerns and be able to problem-solve resolutions in accordance with policies and ... to associates. * *Ensure team provides outstanding service to client, while building strong ...

Pathstone

Associate, Client Advisory

Providence, RI · On-site

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 ...

Miniluxe Inc

Client Services Lead

Cranston, RI · On-site

$17/hr

The Experience Associate has a passion for beauty and hospitality. The Experience Associate ... Meets and exceeds client expectations. * Manage service floor: * Observes all areas of service ...

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Client Services Associate information

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$21

$39

How much do client services associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client services associate in Woonsocket, RI is $21.47, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $23.94 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 cities near Woonsocket, RI are hiring for Client Services Associate jobs? Cities near Woonsocket, RI with the most Client Services Associate job openings:
Client Services Associate jobs near you
Representative, Client Services - Sep 2026 (Smithfield)

Representative, Client Services - Sep 2026 (Smithfield)

Fidelity Investments

Smithfield, RI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services

Job description


Target Class Start Date: September 21, 2026
Are you customer-focused and striving to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes immersive paid training during onboarding!
**Associates in this role can work in Smithfield, RI or in Westlake, TX.
The Role
The Operations & Services Group (OSG) Client Services division is seeking entry-level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions, and processing client inquiries received by phone or in writing.
We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.
The Expertise/Skills You Bring
  • 2+ years of relevant experience in either call/contact center customer service and/or financial services operations

  • Excellent, proactive customer or client servicing skills, highly preferred

  • Experience working in a very dynamic environment managing competing priorities

  • Effective time management skills to meet deadlines

  • Self-motivated and has the desire to proactively take on additional responsibilities

  • Highly attentive to detail and organized, in order to execute on responsibilities efficiently

  • You are punctual, and demonstrate a strong dedication to attendance

  • You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes

  • You have phenomenal communication, influencing and problem-solving skills

  • Working experience multi-tasking and working in a fast-paced environment to meet processing time frames or deadlines

  • You have the desire to identify areas of improvement and be a part of developing the plan to implement change

  • You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty

Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We provide superior customer service to Fidelity's Institutional businesses through innovation, dedication, and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Brokerage Operations
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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