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

Morgan Stanley

Client Service Associate

Wellesley, MA · On-site

$31K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Southborough, MA · On-site

$31K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Service Associate

Westborough, MA · On-site

$31K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Westborough, MA · On-site

$31K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Wellesley, MA

$31K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Wellesley, MA · On-site

$31K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Wellesley, MA · On-site

$31K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Wellesley, MA · On-site

$31K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative ... Provide notary services for client transactions as required * Maintain up-to-date client records ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

Provide notary services for client transactions as required * Maintain up-to-date client records ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

Provide notary services for client transactions as required * Maintain up-to-date client records ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

AA2IT

Mail Service Associate

Westford, MA · On-site

$20 - $23/hr

M-F 8-5 Location: 1 Robbins Road, Westford MA Overview of Work Environment/Client Nuances: Smaller location As a Mail Services Associate, you will be responsible for all aspects of the mailroom ...

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

Client Services Associate information

See Worcester, MA salary details

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$22

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How much do client services associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for client services associate in Worcester, MA is $22.35, according to ZipRecruiter salary data. Most workers in this role earn between $17.02 and $24.95 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 Worcester, MA?

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

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Worcester, MA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $46,496 per year, or $22.4 per hour.

Team Leader, Client Services

Fidelity Investments

Smithfield, RI • On-site

Full-time

Re-posted 4 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description


Team Leader, Client Services
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.
The Expertise and Skills You Bring
  • Proven Leadership Experience
  • Previous Management or Leadership Experience in financial services is a plus
  • Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days
  • Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
  • Your ability to balance leadership and supervisory responsibilities
  • Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
  • Your experience with regulatory and compliance practices and rules
  • Your relationship expertise, leading with empathy and enhancing team cohesion

The Value You Deliver
  • Coaching and developing a team of associates to deliver an outstanding experience to our clients
  • Enabling your team to drive outstanding client service interactions/ results
  • Helping associates realize their own personal definitions of success
  • Ability to inspire associates to deliver their best
  • Partnering with associates to build personalized plans that support their development towards career goals
  • Protecting the Fidelity brand through active supervision of associate interactions and transactions
  • Being coachable, collaborative, and curious are your "go to" attributes

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:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA
Category:
Customer Service
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.

What Fidelity Investments employees say

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